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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$129M
2
MFG
2
Merit Financial Group
Georgia
$122M
3
LPL Financial
3
LPL Financial
California
$494M
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
CRC
5
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M
2
EWP
2
Engrave Wealth Partners
Texas
$300K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$0
4
DP
4
DDD Partners
Washington
$1.33M
5
WA
5
Win Advisors
Florida
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M 9,887,737 -511,866 -5%
CSIA
2
Charles Schwab Investment Advisory
California
$643M 8,971,826 +44,565 +0.5%
LPL Financial
3
LPL Financial
California
$494M 6,898,583 +1,459,810 +27%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$422M 5,896,219 -212,741 -3%
Morgan Stanley
5
Morgan Stanley
New York
$412M 5,745,325 +606,374 +12%
WANY
6
Wealthspire Advisors (New York)
New York
$411M 5,736,415 +234,446 +4%
Bank of America
7
Bank of America
North Carolina
$406M 5,672,038 +938,099 +20%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$390M 5,438,101 +709,560 +15%
Ameriprise
9
Ameriprise
Minnesota
$381M 5,318,634 +605,588 +13%
AAS
10
Avantax Advisory Services
Texas
$309M 4,319,021 +186,655 +5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$298M 4,162,792 +16,999 +0.4%
UBS Group
12
UBS Group
Switzerland
$268M 3,739,862 +362,184 +11%
APP
13
Avantax Planning Partners
Iowa
$255M 3,562,261 +579,382 +19%
OWM
14
Orgel Wealth Management
Wisconsin
$244M 3,412,389 +148,436 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$229M 3,189,035 +272,008 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$201M 2,805,042 +240,964 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$164M 2,293,610 +236,512 +11%
Wells Fargo
18
Wells Fargo
California
$164M 2,282,756 +352,216 +18%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$156M 2,174,646 +101,170 +5%
MIH
20
Meitav Investment House
Israel
$129M 1,816,856 +1,816,856 New
MFG
21
Merit Financial Group
Georgia
$122M 1,704,040 +1,697,625 +26,463%
Mariner
22
Mariner
Kansas
$118M 1,653,740 +234,100 +16%
AAIM
23
Asset Advisors Investment Management
Georgia
$105M 1,470,034 -34,836 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$94.6M 1,320,037 +326,062 +33%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$92M 1,284,374 +567,605 +79%
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