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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M

Top Buyers

1
MFG
1
Merit Financial Group
Georgia
$204M
2
Bank of America
2
Bank of America
North Carolina
$461M
3
RC
3
RegentAtlantic Capital
New Jersey
$85.7M
4
Ameriprise
4
Ameriprise
Minnesota
$423M
5
Morgan Stanley
5
Morgan Stanley
New York
$453M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$341M
2
CRC
2
Curi RMB Capital
Illinois
$22.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$3.88M
4
MAM
4
Madison Asset Management
Wisconsin
$24.6M
5
APP
5
Avantax Planning Partners
Iowa
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$717M 10,788,914 +901,177 +9%
CSIA
2
Charles Schwab Investment Advisory
California
$612M 9,208,594 +236,768 +3%
LPL Financial
3
LPL Financial
California
$508M 7,652,450 +753,867 +11%
Bank of America
4
Bank of America
North Carolina
$461M 6,933,997 +1,261,959 +22%
Morgan Stanley
5
Morgan Stanley
New York
$453M 6,825,821 +1,080,496 +19%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$428M 6,445,652 +1,007,551 +19%
Ameriprise
7
Ameriprise
Minnesota
$423M 6,470,832 +1,152,198 +22%
WANY
8
Wealthspire Advisors (New York)
New York
$384M 5,781,287 +44,872 +0.8%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$341M 5,132,200 -764,019 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$300M 4,512,012 +349,220 +8%
AAS
11
Avantax Advisory Services
Texas
$297M 4,472,937 +153,916 +4%
UBS Group
12
UBS Group
Switzerland
$255M 3,842,804 +102,942 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$245M 3,684,448 +495,413 +16%
OWM
14
Orgel Wealth Management
Wisconsin
$232M 3,492,014 +79,625 +2%
APP
15
Avantax Planning Partners
Iowa
$223M 3,363,883 -198,378 -6%
MFG
16
Merit Financial Group
Georgia
$204M 3,066,587 +1,362,547 +80%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$199M 3,001,137 +196,095 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$190M 2,854,498 +560,888 +24%
Wells Fargo
19
Wells Fargo
California
$176M 2,648,168 +365,412 +16%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$155M 2,333,024 +158,378 +7%
MIH
21
Meitav Investment House
Israel
$153M 2,277,122 +460,266 +25%
Mariner
22
Mariner
Kansas
$116M 1,748,619 +94,879 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$116M 1,739,923 +419,886 +32%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$100M 1,509,527 +225,153 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$90.7M 1,365,792 +119,151 +10%
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