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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
+$89.9M
2
LPL Financial
LPL Financial
California
+$52.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$52M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$35.8M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.41B
2
HI
Harbour Investments
Wisconsin
-$55.4M
3
GM
GeoWealth Management
Illinois
-$33.1M
4
SL
Systelligence LLC
Minnesota
-$23.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
251
Fifth Third Securities
Ohio
$6.07M +$2.17M +80,499 +56%
MA
252
Mutual Advisors
Nebraska
$6.01M +$495K +18,384 +9%
RWA
253
Rainsberger Wealth Advisors
Colorado
$6M +$6M +222,774 New
CFA
254
Carroll Financial Associates
North Carolina
$5.97M -$1.94M -72,246 -25%
OHWP
255
Oak Harbor Wealth Partners
North Carolina
$5.96M +$5.96M +221,235 New
CWM
256
Cedar Wealth Management
California
$5.92M -$3.31K -123 -0.1%
Brown Advisory
257
Brown Advisory
Maryland
$5.92M +$259K +9,624 +5%
HSA
258
HBK Sorce Advisory
Pennsylvania
$5.89M -$216K -8,031 -4%
TC
259
TownSquare Capital
Utah
$5.89M +$12.3K +456 +0.2%
GSIS
260
Global Strategic Investment Solutions
Arizona
$5.89M – – –
PCWA
261
Pacific Capital Wealth Advisors
California
$5.83M -$4.04K -150 -0.1%
PTP
262
Platform Technology Partners
New York
$5.81M +$278K +10,308 +5%
BIP
263
Blueprint Investment Partners
North Carolina
$5.79M +$5.79M +214,851 New
EA
264
Eudaimonia Advisors
Tennessee
$5.78M +$5.78M +214,347 New
SCM
265
Spreng Capital Management
Ohio
$5.71M -$18.6K -690 -0.3%
WP
266
WealthPLAN Partners
Nebraska
$5.69M +$244K +9,300 +4%
TFS
267
Thoroughbred Financial Services
Tennessee
$5.64M +$1.51M +56,064 +37%
CWM
268
Centric Wealth Management
Illinois
$5.51M +$5.06M +187,776 +1,122%
ST
269
Smithfield Trust
Pennsylvania
$5.48M +$521K +19,338 +10%
BWM
270
Benchmark Wealth Management
Connecticut
$5.47M +$170K +6,324 +3%
EH
271
Equitable Holdings
New York
$5.4M -$469K -17,406 -8%
ASN
272
Advisory Services Network
Georgia
$5.39M +$1.12M +41,454 +26%
PCMN
273
Paradigm Capital Management (Nevada)
Nevada
$5.38M +$5.38M +199,809 New
AFS
274
Access Financial Services
Minnesota
$5.33M -$124K -4,587 -2%
NIC
275
Northwest Investment Counselors
Oregon
$5.3M -$8.41K -312 -0.2%
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