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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$716M
2
LPL Financial
LPL Financial
California
$740M
3
RWM
Rezny Wealth Management
Florida
$64.7M
4
Cerity Partners
Cerity Partners
New York
$50.3M
5
FT
Fiduciary Trust
Massachusetts
$72.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$638M
2
MIH
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
Wells Fargo
California
$254M
5
BDWCC
B&D White Capital Company
Texas
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Horizon Investments
North Carolina
$13.8M +$2.73M +111,882 +25%
AF
202
Apexium Financial
Texas
$13.7M +$1.15M +47,241 +9%
SMG
203
Smart Money Group
Texas
$13.7M +$12.5M +517,728 +1,086%
AI
204
Atria Investments
North Carolina
$13.7M +$4.93M +202,344 +56%
SIM
205
Stratos Investment Management
Ohio
$13.6M +$324K +13,305 +2%
SMWM
206
Silvia McColl Wealth Management
California
$13.6M +$1.02M +41,757 +8%
NFG
207
Nations Financial Group
Iowa
$13.6M +$2.24M +91,971 +20%
BEAM
208
Baker Ellis Asset Management
Washington
$13.6M -$362K -14,850 -3%
TW
209
TrinityPoint Wealth
Connecticut
$13.4M +$985K +40,407 +8%
KA
210
Kovack Advisors
Florida
$13.4M -$160K -6,570 -1%
IAS
211
Investment Advisory Services
Texas
$13.3M -$187K -7,650 -1%
PD
212
Planning Directions
Pennsylvania
$13.3M +$971K +39,816 +8%
WFPG
213
Waller Financial Planning Group
Ohio
$13.3M +$46.2K +1,896 +0.3%
PSIWM
214
Paradigm Strategies in Wealth Management
Minnesota
$13.3M +$593K +24,315 +5%
RIA
215
Regal Investment Advisors
Michigan
$13.3M +$1.37M +56,094 +12%
NFG
216
Northeast Financial Group
Pennsylvania
$13.2M +$1.86M +72,231 +16%
FCI
217
Financial Counselors Inc
Kansas
$13.2M -$1.07M -43,977 -8%
MOS
218
MGO One Seven
Ohio
$13.1M +$722K +29,625 +6%
SCP
219
Shorepoint Capital Partners
Massachusetts
$13.1M -$148K -6,060 -1%
SVWAG
220
Sound View Wealth Advisors Group
Georgia
$12.9M -$2.97M -121,731 -19%
AT
221
American Trust
Kentucky
$12.9M +$3.66M +322,530 +40%
MCM
222
Mendel Capital Management
Arkansas
$12.9M -$50.6K -2,073 -0.4%
ACM
223
Alpha Capital Management
Texas
$12.7M – – –
BCM
224
Brookstone Capital Management
Illinois
$12.6M -$926K -37,581 -7%
CT
225
Cambridge Trust
Massachusetts
$12.6M -$379K -15,561 -3%
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