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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

907 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 492 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.83%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.13%
New
105
Increased
492
Reduced
204
Closed
35
Calls
$12.4M
Puts
$15M
Net Calls
-$2.63M
Net Calls Change
-$1.35M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
Wealthfront Advisers
California
$682M
4
LPL Financial
LPL Financial
California
$270M
5
SCA
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$314M
2
MNG
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
226
Burns Matteson Capital Management
New York
$4.92M +$1.28M +50,970 +35%
OIA
227
OneDigital Investment Advisors
Kansas
$4.91M +$393K +15,597 +9%
TC
228
TownSquare Capital
Utah
$4.9M -$1.97M -78,717 -29%
TC
229
Tatro Capital
Kentucky
$4.88M +$200K +7,917 +4%
REMPR
230
Roof Eidam Maycock Peralta (REMP)
California
$4.87M +$567K +22,500 +13%
PTP
231
Platform Technology Partners
New York
$4.86M +$4.86M +192,645 New
ST
232
Smithfield Trust
Pennsylvania
$4.8M -$137K -5,442 -3%
ODCM
233
Old Dominion Capital Management
Virginia
$4.75M -$7.56K -300 -0.2%
HA
234
HC Advisors
Georgia
$4.68M -$157K -6,246 -3%
EFG
235
Everhart Financial Group
Ohio
$4.66M +$94.5K +3,750 +2%
DBRC
236
D.B. Root & Company
Pennsylvania
$4.66M +$4.69K +186 +0.1%
CF
237
Centaurus Financial
California
$4.65M +$382K +15,138 +9%
Barclays
238
Barclays
United Kingdom
$4.63M +$4.24M +168,045 +1,078%
SFG
239
SNS Financial Group
Minnesota
$4.62M -$530K -21,024 -10%
Brown Advisory
240
Brown Advisory
Maryland
$4.59M +$3.18M +126,054 +225%
SMG
241
Spectrum Management Group
Indiana
$4.56M – – –
Citigroup
242
Citigroup
New York
$4.56M +$310K +12,318 +7%
KIA
243
KCM Investment Advisors
California
$4.53M +$487K +19,320 +12%
AAP
244
Arax Advisory Partners
Colorado
$4.53M +$4.53M +179,709 New
BFG
245
Berger Financial Group
Minnesota
$4.52M +$2.29M +90,948 +103%
SBL
246
Sargent Bickham Lagudis
Colorado
$4.5M +$3.9M +154,803 +651%
MA
247
Mutual Advisors
Nebraska
$4.47M +$150K +5,937 +3%
RDWM
248
Red Door Wealth Management
Tennessee
$4.33M +$45.7K +1,812 +1%
TYCC
249
Texas Yale Capital Corp
Florida
$4.3M +$360K +14,295 +9%
NWS
250
Newport Wealth Strategies
California
$4.27M +$32K +1,269 +0.8%
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