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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.

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
1
Royal Bank of Canada
Ontario, Canada
$278M
2
CAM
2
Cresset Asset Management
Illinois
$124M
3
DWM
3
Dechtman Wealth Management
Colorado
$79.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
OWM
5
Orgel Wealth Management
Wisconsin
$300M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$123M
2
Ameriprise
2
Ameriprise
Minnesota
$661M
3
BWL
3
Bogart Wealth LLC
Virginia
$498K
4
CL
4
COWA LLC
Oklahoma
$3.72M
5
SW
5
SVB Wealth
Massachusetts
$36.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$782M 10,768,565 +653,862 +6%
CSIA
2
Charles Schwab Investment Advisory
California
$704M 9,700,763 +107,042 +1%
Ameriprise
3
Ameriprise
Minnesota
$661M 9,099,029 -706,906 -7%
Morgan Stanley
4
Morgan Stanley
New York
$593M 8,166,601 +190,423 +2%
Wealthfront Advisers
5
Wealthfront Advisers
California
$587M 8,089,100 -625,163 -7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$582M 8,020,273 -89,988 -1%
Bank of America
7
Bank of America
North Carolina
$535M 7,368,475 -389,403 -5%
AAS
8
Avantax Advisory Services
Texas
$522M 7,192,468 +206,556 +3%
WANY
9
Wealthspire Advisors (New York)
New York
$411M 5,654,139 -385,030 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$409M 5,633,458 +339,549 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$370M 5,092,322 +323,303 +7%
UBS Group
12
UBS Group
Switzerland
$362M 4,985,977 +142,914 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$341M 4,695,571 +30,998 +0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$309M 4,253,922 +825,260 +24%
OWM
15
Orgel Wealth Management
Wisconsin
$300M 4,129,293 +708,484 +21%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$296M 4,074,097 +75,096 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$278M 3,829,139 +1,935,958 +102%
APP
18
Avantax Planning Partners
Iowa
$263M 3,622,157 +66,420 +2%
Wells Fargo
19
Wells Fargo
California
$256M 3,522,216 +51,372 +1%
MFG
20
Merit Financial Group
Georgia
$219M 3,021,983 -298,782 -9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$154M 2,117,744 +92,046 +5%
Corient Private Wealth
22
Corient Private Wealth
Florida
$154M 2,116,365 +15,851 +0.8%
Mariner
23
Mariner
Kansas
$153M 2,100,663 +31,937 +2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$128M 1,768,585 -227,168 -11%
CAM
25
Cresset Asset Management
Illinois
$124M 1,710,271 +1,682,230 +5,999%
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