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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M

Top Buyers

1
MIH
Meitav Investment House
Israel
+$129M
2
MFG
Merit Financial Group
Georgia
+$122M
3
LPL Financial
LPL Financial
California
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJWM
251
Kiley Juergens Wealth Management
Washington
$7.18M +$3.96M +165,828 +123%
LNC
252
Lincoln National Corp
Pennsylvania
$7.11M +$1.12M +46,989 +19%
SVWAG
253
Sound View Wealth Advisors Group
Georgia
$7.11M +$285K +11,919 +4%
OFS
254
OneAscent Financial Services
Alabama
$7.04M +$7.04M +294,810 New
SAM
255
Smithbridge Asset Management
Pennsylvania
$7.03M -$36.7K -1,536 -0.5%
BC
256
Burleson & Co
California
$7.03M -$4.61M -192,888 -40%
LFAS
257
Level Four Advisory Services
Texas
$6.98M +$463K +19,392 +7%
AWM
258
Avior Wealth Management
Nebraska
$6.94M +$772K +32,376 +13%
BF
259
BOK Financial
Oklahoma
$6.8M +$672K +28,137 +11%
MTWM
260
Masso Torrence Wealth Management
New Jersey
$6.78M +$271K +11,346 +4%
SFG
261
SevenBridge Financial Group
Pennsylvania
$6.77M +$355K +14,862 +6%
JWS
262
Juncture Wealth Strategies
Arizona
$6.76M +$120K +5,010 +2%
MA
263
Mutual Advisors
Nebraska
$6.68M +$806K +33,768 +14%
HI
264
Harbour Investments
Wisconsin
$6.63M +$6.63M +277,764 New
EA
265
Eudaimonia Advisors
Tennessee
$6.58M +$282K +11,832 +4%
BMCM
266
Burns Matteson Capital Management
New York
$6.57M +$585K +24,501 +10%
OIA
267
OneDigital Investment Advisors
Kansas
$6.57M +$314K +13,143 +5%
CAM
268
Cozad Asset Management
Illinois
$6.52M +$787K +32,970 +14%
SAMT
269
Select Asset Management & Trust
Pennsylvania
$6.47M -$606K -25,386 -9%
VCP
270
Verus Capital Partners
Arizona
$6.38M +$463K +18,276 +8%
LPT
271
Legacy Private Trust
Wisconsin
$6.35M +$672K +28,155 +12%
CFP
272
Curran Financial Partners
South Carolina
$6.32M +$2.29M +95,913 +57%
RC
273
RegentAtlantic Capital
New Jersey
$6.25M -$24.9K -1,044 -0.4%
MF
274
Meridian Financial
Massachusetts
$6.18M +$200K +8,373 +3%
MAG
275
Mayfair Advisory Group
Alabama
$6.15M -$2.46M -99,147 -29%
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