SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
Morgan Stanley
New York
$405M
4
FFN
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
Manning & Napier Group
New York
$17.7M
4
MCC
Money Concepts Capital
Florida
$1.28M
5
PA
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
226
Equitable Holdings
New York
$7.89M +$2.62M +99,822 +50%
BBW
227
Blue Barn Wealth
Utah
$7.86M +$795K +30,234 +11%
RC
228
Rovin Capital
Arizona
$7.81M +$1.51M +57,585 +24%
SAMT
229
Select Asset Management & Trust
Pennsylvania
$7.79M +$3.87M +147,054 +99%
SAM
230
Smithbridge Asset Management
Pennsylvania
$7.79M -$562K -21,354 -7%
JWBC
231
John W. Brooker & Co
California
$7.76M +$1.42M +54,093 +22%
JC
232
JB Capital
Connecticut
$7.67M +$7.37M +280,158 +2,405%
SCM
233
Spreng Capital Management
Ohio
$7.62M +$2.05M +77,910 +37%
PIMG
234
Patriot Investment Management Group
Tennessee
$7.58M +$154K +5,853 +2%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$7.52M +$612K +23,256 +9%
GRP
236
Global Retirement Partners
California
$7.47M +$7.47M +294,294 New
FAIM
237
Financial Advocates Investment Management
Washington
$7.42M +$104K +3,945 +1%
JWS
238
Juncture Wealth Strategies
Arizona
$7.31M -$23.3K -885 -0.3%
PWP
239
Principle Wealth Partners
Connecticut
$7.27M +$2.41M +91,740 +50%
LFAS
240
Level Four Advisory Services
Texas
$7.18M +$11.8K +447 +0.2%
MTWM
241
Masso Torrence Wealth Management
New Jersey
$7.16M +$514K +19,539 +8%
LB
242
Leo Brokerage
Texas
$7.13M +$7.13M +271,134 New
SFG
243
SevenBridge Financial Group
Pennsylvania
$7.07M -$1.15M -43,659 -14%
PAI
244
Pittenger & Anderson Inc
Nebraska
$7.02M +$863K +32,832 +14%
Marshall Wace
245
Marshall Wace
United Kingdom
$6.98M +$6.98M +265,266 New
EA
246
Eudaimonia Advisors
Tennessee
$6.94M +$1.3M +49,455 +23%
RC
247
RegentAtlantic Capital
New Jersey
$6.91M -$13.6K -519 -0.2%
CAL
248
Capital Analysts LLC
Pennsylvania
$6.91M +$430K +16,371 +7%
OIA
249
OneDigital Investment Advisors
Kansas
$6.89M +$510K +19,386 +8%
AWM
250
Avior Wealth Management
Nebraska
$6.8M +$385K +14,625 +6%
8 9
10
11 12