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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

924 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 513 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.23%
Holding in Top 10
126
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.28%
% of All Funds
2.21%
New
64
Increased
513
Reduced
224
Closed
34
Calls
$17.6M
Puts
$18.2M
Net Calls
-$579K
Net Calls Change
+$2.05M

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$268M
2
Bank of America
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
Wealthfront Advisers
California
$736M
5
WANY
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
CVA Family Office
Colorado
$9.13M
5
MNG
Manning & Napier Group
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$4.49M +$1.12M +45,408 +33%
CAL
252
Capital Analysts LLC
Pennsylvania
$4.47M +$334K +13,500 +8%
KIA
253
KCM Investment Advisors
California
$4.46M +$13.4K +543 +0.3%
CF
254
Centaurus Financial
California
$4.32M -$240K -9,705 -5%
CFB
255
Cullen/Frost Bankers
Texas
$4.29M +$1.24M +50,142 +41%
RDWM
256
Red Door Wealth Management
Tennessee
$4.27M +$15.6K +630 +0.4%
OPA
257
Old Port Advisors
Maine
$4.25M +$53.4K +2,121 +1%
PWS
258
Precision Wealth Strategies
Missouri
$4.21M +$4.21M +170,223 New
DBRC
259
D.B. Root & Company
Pennsylvania
$4.2M -$378K -15,264 -8%
SFWA
260
Summit Financial Wealth Advisors
Louisiana
$4.18M +$98.4K +3,975 +2%
PWP
261
Principle Wealth Partners
Connecticut
$4.18M +$838K +33,879 +25%
CF
262
Clarity Financial
Texas
$4.17M +$3.41M +137,634 +445%
NWS
263
Newport Wealth Strategies
California
$4.17M -$25.5K -1,032 -0.6%
SAS
264
Sage Advisory Services
Texas
$4.16M +$29.5K +1,191 +0.7%
CCMD
265
Cypress Capital Management (Delaware)
Delaware
$4.12M – – –
NG
266
Northstar Group
New York
$4.06M -$96.1K -3,885 -2%
PBO
267
Peoples Bank (Ohio)
Ohio
$4.06M +$44.2K +1,788 +1%
TWM
268
Triton Wealth Management
Arizona
$3.94M -$39.1K -1,530 -1%
ASN
269
Advisory Services Network
Georgia
$3.92M +$141K +5,706 +4%
CFMC
270
Curbstone Financial Management Corp
New Hampshire
$3.92M +$84.6K +3,420 +2%
AWMG
271
Alliance Wealth Management Group
New Jersey
$3.88M +$69.4K +2,805 +2%
TCM
272
Towercrest Capital Management
Pennsylvania
$3.88M +$69.4K +2,805 +2%
SCA
273
Snowden Capital Advisors
New York
$3.88M -$84.4K -3,411 -2%
FA
274
Fagan Associates
New York
$3.87M +$22.3K +903 +0.6%
JSL
275
JT Stratford LLC
Georgia
$3.82M +$557K +22,518 +17%
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