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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,317 hedge funds and large institutions have $19.1B invested in Schwab US Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 690 increasing their positions, 280 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
+163
Holders Change %
+14.12%
% of All Funds
21.25%
Holding in Top 10
266
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+24.88%
% of All Funds
4.29%
New
229
Increased
690
Reduced
280
Closed
45
Calls
$99.5M
Puts
$49.3M
Net Calls
+$50.2M
Net Calls Change
+$20.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$649M
2
AAS
Avantax Advisory Services
Texas
$492M
3
LPL Financial
LPL Financial
California
$680M
4
Wells Fargo
Wells Fargo
California
$302M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$326M

Top Sellers

1
APW
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.42M
3
MNG
Manning & Napier Group
New York
$16.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$0
5
OWM
Olympus Wealth Management
Utah
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
201
Arden Trust
Delaware
$13.7M +$7.87M +312,402 +134%
SIM
202
Stratos Investment Management
Ohio
$13.7M -$334K -13,266 -2%
WFPG
203
Waller Financial Planning Group
Ohio
$13.7M -$92.5K -3,672 -0.7%
SCP
204
Shorepoint Capital Partners
Massachusetts
$13.6M -$734K -29,142 -5%
FNC
205
First National Corp
Massachusetts
$13.5M +$1.05M +41,766 +8%
NA
206
NewEdge Advisors
Louisiana
$13.5M +$924K +89,634 +7%
CT
207
Cambridge Trust
Massachusetts
$13.4M +$140K +5,577 +1%
MCM
208
Mendel Capital Management
Arkansas
$13.3M +$232K +9,201 +2%
CWP
209
Concord Wealth Partners
Virginia
$13.3M +$1.8M +71,481 +16%
BWM
210
BCGM Wealth Management
Indiana
$13.3M +$169K +6,696 +1%
PSIWM
211
Paradigm Strategies in Wealth Management
Minnesota
$13.1M +$1.9M +75,534 +17%
PMG
212
ProVise Management Group
Florida
$13.1M -$2M -79,563 -13%
KIM
213
Karpus Investment Management
New York
$13M +$13M +517,770 New
SMWM
214
Silvia McColl Wealth Management
California
$13M +$13M +516,429 New
AF
215
Apexium Financial
Texas
$13M +$3.19M +126,624 +33%
TW
216
TrinityPoint Wealth
Connecticut
$12.8M +$1.21M +48,117 +10%
MOS
217
MGO One Seven
Ohio
$12.8M -$1.3M -51,711 -9%
CWA
218
Clearview Wealth Advisors
Oregon
$12.7M -$3.54M -140,505 -22%
PD
219
Planning Directions
Pennsylvania
$12.7M +$492K +19,524 +4%
ACM
220
Alpha Capital Management
Texas
$12.7M +$935K +37,119 +8%
AWA
221
Acorn Wealth Advisors
Michigan
$12.7M -$107K -4,236 -0.8%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$12.7M +$3.94M +156,510 +45%
DP
223
Denver PWM
Colorado
$12.7M +$1.32M +52,299 +12%
FCAS
224
First Command Advisory Services
Texas
$12.6M -$129K -5,121 -1%
RIA
225
Regal Investment Advisors
Michigan
$12.3M +$791K +31,431 +7%
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