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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 %
AT
201
Arden Trust
Delaware
$14.3M -$747K -30,861 -5%
SIM
202
Stratos Investment Management
Ohio
$14.3M +$817K +33,771 +6%
VNA
203
Valley National Advisers
Pennsylvania
$14.3M -$2.72M -112,377 -16%
SMWM
204
Silvia McColl Wealth Management
California
$14.3M +$754K +31,152 +6%
NFG
205
Northeast Financial Group
Pennsylvania
$14.3M +$1.79M +73,929 +14%
MAM
206
Madison Asset Management
Wisconsin
$14.3M -$257K -10,599 -2%
CAG
207
Csenge Advisory Group
Florida
$14.1M +$180K +7,422 +1%
KC
208
Kades & Cheifetz
Pennsylvania
$14.1M -$6.97K -288 -0%
SCA
209
Snowden Capital Advisors
New York
$14M -$3.69M -152,535 -21%
SVWAG
210
Sound View Wealth Advisors Group
Georgia
$13.8M +$956K +39,480 +7%
WFPG
211
Waller Financial Planning Group
Ohio
$13.6M +$422K +17,439 +3%
SFS
212
Sowell Financial Services
Arkansas
$13.5M +$11.6M +478,746 +593%
BWM
213
BCGM Wealth Management
Indiana
$13.5M +$1.46M +60,291 +12%
MTC
214
Matrix Trust Company
Colorado
$13.4M +$1.05M +43,425 +8%
BCM
215
Brookstone Capital Management
Illinois
$13.4M +$1.13M +47,070 +9%
BEAM
216
Baker Ellis Asset Management
Washington
$13.3M -$136K -5,631 -1%
CIBC Private Wealth Group
217
CIBC Private Wealth Group
Georgia
$13.3M +$1.23M +50,706 +10%
FNC
218
First National Corp
Massachusetts
$13.3M -$710K -29,331 -5%
SA
219
Stewardship Advisors
Pennsylvania
$13.3M -$9.4M -388,467 -41%
VFP
220
Verus Financial Partners
Virginia
$13.3M +$7.19M +286,533 +119%
IAS
221
Investment Advisory Services
Texas
$13M -$208K -8,607 -2%
SCP
222
Shorepoint Capital Partners
Massachusetts
$12.8M -$122K -5,046 -0.9%
CT
223
Cambridge Trust
Massachusetts
$12.8M +$252K +10,425 +2%
SHJ
224
Sharkey, Howes & Javer
Colorado
$12.8M -$11.5M -474,540 -47%
TFA
225
Trinity Financial Advisors
Ohio
$12.7M +$550K +22,725 +5%
7 8
9
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