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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.

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

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$638M
2
MIH
2
Meitav Investment House
Israel
$2.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$251M
4
Wells Fargo
4
Wells Fargo
California
$254M
5
BDWCC
5
B&D White Capital Company
Texas
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$740M 10,114,703 +1,110,089 +12%
Ameriprise
2
Ameriprise
Minnesota
$716M 9,805,935 +1,228,836 +14%
CSIA
3
Charles Schwab Investment Advisory
California
$702M 9,593,721 +294,215 +3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$638M 8,714,263 -2,727,194 -24%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$593M 8,110,261 +504,983 +7%
Morgan Stanley
6
Morgan Stanley
New York
$584M 7,976,178 +239,304 +3%
Bank of America
7
Bank of America
North Carolina
$568M 7,757,878 +582,697 +8%
AAS
8
Avantax Advisory Services
Texas
$511M 6,985,912 +472,918 +7%
WANY
9
Wealthspire Advisors (New York)
New York
$442M 6,039,169 +81,186 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$387M 5,293,909 +46,697 +0.9%
UBS Group
11
UBS Group
Switzerland
$354M 4,843,063 +142,927 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$349M 4,769,019 +452,825 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$341M 4,664,573 +248,655 +6%
APP
14
Avantax Planning Partners
Iowa
$260M 3,555,737 +51,655 +1%
Wells Fargo
15
Wells Fargo
California
$254M 3,470,844 -521,485 -13%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$251M 3,428,662 -1,843,182 -35%
OWM
17
Orgel Wealth Management
Wisconsin
$250M 3,420,809 -104,820 -3%
MFG
18
Merit Financial Group
Georgia
$243M 3,320,765 +82,337 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$188M 2,566,943 +137,041 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$154M 2,100,514 +306,730 +17%
Mariner
21
Mariner
Kansas
$151M 2,068,726 +83,019 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$148M 2,025,698 +142,487 +8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$146M 1,995,753 +102,911 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$139M 1,893,181 +132,951 +8%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$128M 1,746,967 +202,151 +13%
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