SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,106 hedge funds and large institutions have $11.9B invested in Schwab US Dividend Equity ETF in 2021 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 499 increasing their positions, 248 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+182
Holders Change %
+19.7%
% of All Funds
17.08%
Holding in Top 10
167
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+32.54%
% of All Funds
2.58%
New
232
Increased
499
Reduced
248
Closed
28
Calls
$26.3M
Puts
$13.9M
Net Calls
+$12.4M
Net Calls Change
+$13M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$891M
2
LPL Financial
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$310M
2
HI
Harbour Investments
Wisconsin
$4.25M
3
GM
GeoWealth Management
Illinois
$9.29M
4
SL
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
226
Masso Torrence Wealth Management
New Jersey
$6.81M +$6.81M +252,879 New
BF
227
BOK Financial
Oklahoma
$6.79M +$234K +8,703 +4%
FCA
228
FLC Capital Advisors
California
$6.75M -$17.1K -633 -0.3%
PWA
229
Providence Wealth Advisors
Illinois
$6.7M +$329K +12,081 +5%
BPA
230
Beacon Pointe Advisors
California
$6.67M +$47.1K +1,749 +0.7%
WA
231
Win Advisors
Florida
$6.67M +$6.67M +247,467 New
CAL
232
Capital Analysts LLC
Pennsylvania
$6.64M +$1.77M +65,529 +36%
AWM
233
Avior Wealth Management
Nebraska
$6.58M -$5.67M -210,462 -46%
OIA
234
OneDigital Investment Advisors
Kansas
$6.54M -$44.9K -1,668 -0.7%
JWBC
235
John W. Brooker & Co
California
$6.5M +$551K +20,445 +9%
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$6.48M +$4.02M +149,352 +164%
BMCM
237
Burns Matteson Capital Management
New York
$6.47M +$581K +21,555 +10%
LPT
238
Legacy Private Trust
Wisconsin
$6.47M -$169K -6,273 -3%
F4L
239
Fortune 45 LLC
Louisiana
$6.46M +$6.46M +239,829 New
AOWM
240
Alpha Omega Wealth Management
Virginia
$6.45M -$95.3K -3,495 -1%
MF
241
Meridian Financial
Massachusetts
$6.45M +$6.45M +239,313 New
AssetMark Inc
242
AssetMark Inc
California
$6.44M -$440K -16,332 -6%
RC
243
Rovin Capital
Arizona
$6.36M -$111K -4,188 -2%
AC
244
Avant Capital
Louisiana
$6.31M +$6.31M +234,210 New
PAI
245
Pittenger & Anderson Inc
Nebraska
$6.31M -$243K -9,021 -4%
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$6.23M -$8.88K -339 -0.1%
CP
247
Capital Planning
Washington
$6.21M +$341K +12,651 +6%
CAM
248
Cozad Asset Management
Illinois
$6.12M +$23.7K +879 +0.4%
TYCC
249
Texas Yale Capital Corp
Florida
$6.1M +$220K +8,181 +4%
BWM
250
BCGM Wealth Management
Indiana
$6.09M +$362K +13,443 +6%
8 9
10
11 12