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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
+$1.17B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$77.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$68.3M
4
LPL Financial
LPL Financial
California
+$48.1M
5
SCA
Stuart Chaussee & Associates
California
+$33.8M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$16.2M
2
MNG
Manning & Napier Group
New York
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
251
Northstar Group
New York
$4.23M -$142K -5,643 -3%
OPA
252
Old Port Advisors
Maine
$4.22M +$105K +4,164 +3%
CAL
253
Capital Analysts LLC
Pennsylvania
$4.22M -$24.7K -981 -0.6%
SAS
254
Sage Advisory Services
Texas
$4.21M -$342K -13,560 -8%
SFWA
255
Summit Financial Wealth Advisors
Louisiana
$4.16M +$502K +19,932 +14%
CAN
256
Cetera Advisor Networks
California
$4.15M +$2.75M +109,260 +198%
CCMD
257
Cypress Capital Management (Delaware)
Delaware
$4.12M +$52.9K +2,100 +1%
PBO
258
Peoples Bank (Ohio)
Ohio
$4.09M +$171K +6,774 +4%
SCA
259
Snowden Capital Advisors
New York
$4.04M -$3.52M -139,662 -47%
TWM
260
Triton Wealth Management
Arizona
$4.03M +$3.56M +137,493 +767%
BSB
261
Bangor Savings Bank
Maine
$4M -$33.5K -1,329 -0.8%
FA
262
Fagan Associates
New York
$3.92M +$7.26K +288 +0.2%
CFMC
263
Curbstone Financial Management Corp
New Hampshire
$3.9M +$49.2K +1,950 +1%
AT
264
Arden Trust
Delaware
$3.89M -$323K -12,807 -8%
AWMG
265
Alliance Wealth Management Group
New Jersey
$3.88M +$2.59M +102,594 +199%
TCM
266
Towercrest Capital Management
Pennsylvania
$3.88M +$2.59M +102,594 +199%
BPA
267
Beacon Pointe Advisors
California
$3.86M +$1.52M +60,378 +65%
ASN
268
Advisory Services Network
Georgia
$3.85M +$600K +23,790 +18%
RC
269
Roundview Capital
New Jersey
$3.83M +$14.5K +576 +0.4%
YIA
270
YHB Investment Advisors
Connecticut
$3.75M +$95.6K +3,792 +3%
VFM
271
Vivid Financial Management
California
$3.56M -$124K -4,920 -3%
AA
272
Apriem Advisors
California
$3.52M +$22.7K +900 +0.6%
SCM
273
SevenOneSeven Capital Management
Pennsylvania
$3.51M +$3.51M +139,128 New
BP
274
Broadleaf Partners
Ohio
$3.48M -$170K -6,741 -5%
RA
275
Rodgers & Associates
Pennsylvania
$3.48M +$825K +32,724 +31%
9 10
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