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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
Cresset Asset Management
Illinois
$124M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
4
OWM
Orgel Wealth Management
Wisconsin
$300M
5
LPL Financial
LPL Financial
California
$782M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
Ameriprise
Minnesota
$661M
3
BWL
Bogart Wealth LLC
Virginia
$498K
4
CL
COWA LLC
Oklahoma
$3.72M
5
SW
SVB Wealth
Massachusetts
$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$17.3M -$638K -26,334 -4%
Prudential Financial
177
Prudential Financial
New Jersey
$17.3M +$119K +4,899 +0.7%
CAP
178
Columbia Advisory Partners
Washington
$17.2M -$28.8K -1,191 -0.2%
EWA
179
EP Wealth Advisors
California
$16.9M -$6.27M -11,079 -27%
FCM
180
Family Capital Management
Michigan
$16.9M +$490K +20,238 +3%
JIC
181
JRM Investment Counsel
Nebraska
$16.7M -$4.71M -194,388 -22%
LIM
182
Leavell Investment Management
Alabama
$16.7M -$5.49M -226,776 -25%
CFP
183
Curran Financial Partners
South Carolina
$16.6M +$1.23M +50,757 +8%
MAP
184
Milestone Advisory Partners
North Carolina
$16.6M -$231K -9,549 -1%
PA
185
PFG Advisors
Arizona
$16.3M -$625K -25,839 -4%
NDSI
186
Newman Dignan & Sheerar Inc
Rhode Island
$16.1M +$159K +6,555 +1%
MNG
187
Manning & Napier Group
New York
$15.7M -$15.5M – –
CBFP
188
Cedar Brook Financial Partners
Ohio
$15.7M +$1.06M +43,830 +7%
CG
189
Clifford Group
Massachusetts
$15.6M +$995K +41,103 +7%
SMG
190
Smart Money Group
Texas
$15.6M +$1.93M +79,686 +14%
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$15.6M +$2.39M +98,892 +18%
BI
192
Berkeley Inc
Idaho
$15.3M +$412K +17,034 +3%
LGA
193
Lebenthal Global Advisors
New York
$15.3M +$9.21M +380,631 +151%
TW
194
TrinityPoint Wealth
Connecticut
$15.3M +$1.97M +81,570 +15%
CWP
195
Concord Wealth Partners
Virginia
$15.2M +$3.04M +125,586 +25%
GLLW
196
Graves Light Lenhart Wealth
Virginia
$15.1M +$1.07M +44,229 +8%
D
197
Diversified
Delaware
$14.9M -$699K -28,857 -4%
NFG
198
Nations Financial Group
Iowa
$14.8M +$1.36M +55,980 +10%
WLPWM
199
Walled Lake Planning & Wealth Management
Illinois
$14.8M +$233K +9,615 +2%
AF
200
Apexium Financial
Texas
$14.7M +$1.06M +43,656 +8%
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