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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 %
BRWA
276
B. Riley Wealth Advisors
Florida
$3.46M +$322K +12,753 +10%
SEI Investments
277
SEI Investments
Pennsylvania
$3.44M -$478K -18,966 -12%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$3.43M +$550K +21,831 +19%
SWP
279
Stratos Wealth Partners
Ohio
$3.41M +$1.18M +46,656 +53%
CGA
280
Crescent Grove Advisors
Illinois
$3.41M +$1.06M +41,874 +45%
PWP
281
Principle Wealth Partners
Connecticut
$3.4M +$984K +39,030 +41%
IC
282
Inscription Capital
Texas
$3.4M +$3.4M +134,859 New
SA
283
SRH Advisors
Kansas
$3.36M +$326K +12,924 +11%
AUB
284
Atlantic Union Bankshares
Virginia
$3.35M +$127K +5,019 +4%
Northern Trust
285
Northern Trust
Illinois
$3.34M +$1.74M +68,856 +108%
PPA
286
Parametric Portfolio Associates
Washington
$3.34M +$154K +6,099 +5%
ML
287
McAdam LLC
Pennsylvania
$3.34M +$48.8K +1,920 +1%
PFO
288
Pathstone Family Office
New Jersey
$3.34M +$169K +6,693 +5%
JSL
289
JT Stratford LLC
Georgia
$3.32M +$474K +18,795 +17%
22CM
290
20/20 Capital Management
California
$3.3M +$394K +15,624 +14%
ECML
291
Eagle Capital Management (Louisiana)
Louisiana
$3.29M +$101K +3,996 +3%
Prudential Financial
292
Prudential Financial
New Jersey
$3.24M +$1.31M +52,113 +68%
NFP
293
Novak Financial Planning
Maryland
$3.23M +$507K +20,097 +19%
MCCP
294
Mission Creek Capital Partners
California
$3.22M -$112K -4,446 -3%
GPFA
295
Game Plan Financial Advisors
Ohio
$3.22M -$18.8K -747 -0.6%
SWM
296
SeaCrest Wealth Management
New York
$3.2M -$95K -3,768 -3%
TPA
297
Trivium Point Advisory
Connecticut
$3.19M +$580K +23,001 +22%
CP
298
Capital Planning
Washington
$3.18M -$2.8M -111,081 -47%
D
299
Diversified
Delaware
$3.18M +$3.18M +126,054 New
RF
300
Rollins Financial
Georgia
$3.17M +$244K +9,678 +8%
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