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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
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
251
Thoroughbred Financial Services
Tennessee
$6.78M +$1.28M +48,573 +23%
ASN
252
Advisory Services Network
Georgia
$6.78M +$1.52M +57,780 +29%
BF
253
BOK Financial
Oklahoma
$6.75M +$118K +4,500 +2%
CFSG
254
Clark Financial Services Group
Missouri
$6.7M +$6.7M +254,751 New
PWA
255
Providence Wealth Advisors
Illinois
$6.65M +$147K +5,559 +2%
LNC
256
Lincoln National Corp
Pennsylvania
$6.6M +$2.43M +92,568 +58%
BMCM
257
Burns Matteson Capital Management
New York
$6.59M +$275K +10,446 +4%
MF
258
Meridian Financial
Massachusetts
$6.59M +$297K +11,292 +5%
F4L
259
Fortune 45 LLC
Louisiana
$6.54M +$229K +8,712 +4%
TC
260
Titleist Capital
Texas
$6.53M -$238K -9,039 -4%
MCA
261
Magnolia Capital Advisors
Mississippi
$6.51M -$370K -14,076 -5%
FCA
262
FLC Capital Advisors
California
$6.49M -$98.9K -3,759 -2%
MA
263
Mutual Advisors
Nebraska
$6.47M +$606K +23,052 +10%
AssetMark Inc
264
AssetMark Inc
California
$6.44M +$154K +5,871 +2%
AOWM
265
Alpha Omega Wealth Management
Virginia
$6.36M +$143K +5,448 +2%
TYCC
266
Texas Yale Capital Corp
Florida
$6.36M +$408K +15,501 +7%
HBW
267
Hazlett, Burt & Watson
West Virginia
$6.36M +$6.36M +241,731 New
BIP
268
Blueprint Investment Partners
North Carolina
$6.35M +$699K +26,574 +12%
AC
269
Avant Capital
Louisiana
$6.32M +$165K +6,294 +3%
CAM
270
Cozad Asset Management
Illinois
$6.32M +$344K +13,080 +6%
LPT
271
Legacy Private Trust
Wisconsin
$6.25M -$63.1K -2,400 -1%
AI
272
Atria Investments
North Carolina
$6.24M -$845K -32,151 -12%
GSIS
273
Global Strategic Investment Solutions
Arizona
$6.21M +$464K +17,643 +8%
KIA
274
KCM Investment Advisors
California
$6.2M +$1.57M +59,733 +34%
RWA
275
Rainsberger Wealth Advisors
Colorado
$6.18M +$326K +12,384 +6%
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