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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.

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
1
Ameriprise
Minnesota
$649M
2
AAS
2
Avantax Advisory Services
Texas
$492M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$136M
4
CCWM
4
Cassaday & Co Wealth Management
Virginia
$107M
5
LPL Financial
5
LPL Financial
California
$680M

Top Sellers

1
APW
1
Aurora Private Wealth
New Jersey
$1.99M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$6.42M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$0
4
OWM
4
Olympus Wealth Management
Utah
$21.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$864M 11,441,457 +652,543 +6%
CSIA
2
Charles Schwab Investment Advisory
California
$702M 9,299,506 +90,912 +1%
LPL Financial
3
LPL Financial
California
$680M 9,004,614 +1,352,164 +18%
Ameriprise
4
Ameriprise
Minnesota
$649M 8,577,099 +2,106,267 +33%
Morgan Stanley
5
Morgan Stanley
New York
$584M 7,736,874 +911,053 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$575M 7,605,278 +1,159,626 +18%
AWA
7
Arete Wealth Advisors
Illinois
$567M 7,503 +427 +6%
Bank of America
8
Bank of America
North Carolina
$542M 7,175,181 +241,184 +3%
AAS
9
Avantax Advisory Services
Texas
$492M 6,512,994 +2,040,057 +46%
WANY
10
Wealthspire Advisors (New York)
New York
$450M 5,957,983 +176,696 +3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$398M 5,271,844 +139,644 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$396M 5,247,212 +735,200 +16%
UBS Group
13
UBS Group
Switzerland
$355M 4,700,136 +857,332 +22%
Osaic Holdings
14
Osaic Holdings
Arizona
$334M 4,415,918 +731,470 +20%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$326M 4,316,194 +1,315,057 +44%
Wells Fargo
16
Wells Fargo
California
$302M 3,992,329 +1,344,161 +51%
OWM
17
Orgel Wealth Management
Wisconsin
$266M 3,525,629 +33,615 +1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$266M 3,522,248 +667,750 +23%
APP
19
Avantax Planning Partners
Iowa
$265M 3,504,082 +140,199 +4%
MFG
20
Merit Financial Group
Georgia
$245M 3,238,428 +171,841 +6%
MIH
21
Meitav Investment House
Israel
$186M 2,448,797 +171,675 +8%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$184M 2,429,902 +96,878 +4%
Mariner
23
Mariner
Kansas
$150M 1,985,707 +237,088 +14%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$143M 1,892,842 +383,315 +25%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$142M 1,883,211 +143,288 +8%
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