SCHD icon

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
+$245M
2
Bank of America
Bank of America
North Carolina
+$199M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$66.7M
5
WANY
Wealthspire Advisors (New York)
New York
+$60.7M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$35.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$30.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$27.9M
4
CFO
CVA Family Office
Colorado
-$17.9M
5
MNG
Manning & Napier Group
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
276
Thoroughbred Financial Services
Tennessee
$3.79M +$752K +30,399 +25%
Prudential Financial
277
Prudential Financial
New Jersey
$3.78M +$546K +21,699 +17%
YIA
278
YHB Investment Advisors
Connecticut
$3.77M +$90.1K +3,642 +2%
SEI Investments
279
SEI Investments
Pennsylvania
$3.76M +$381K +15,411 +11%
BAM
280
Belpointe Asset Management
Nevada
$3.74M +$1.34M +54,111 +56%
AT
281
Arden Trust
Delaware
$3.74M -$82.9K -3,348 -2%
BIA
282
Bell Investment Advisors
California
$3.71M +$3.71M +149,916 New
RC
283
Roundview Capital
New Jersey
$3.7M -$58.1K -2,349 -2%
SWP
284
Stratos Wealth Partners
Ohio
$3.69M +$340K +13,728 +10%
BSB
285
Bangor Savings Bank
Maine
$3.65M -$283K -11,430 -7%
RA
286
Rodgers & Associates
Pennsylvania
$3.62M +$205K +8,274 +6%
AA
287
Apriem Advisors
California
$3.61M +$148K +6,000 +4%
FTS
288
Fifth Third Securities
Ohio
$3.58M +$3.58M +144,699 New
BRWA
289
B. Riley Wealth Advisors
Florida
$3.57M +$179K +7,242 +5%
LNC
290
Lincoln National Corp
Pennsylvania
$3.57M +$1.94M +78,324 +119%
UBG
291
United Bank (Georgia)
Georgia
$3.55M +$3.55M +143,259 New
LGA
292
Lebenthal Global Advisors
New York
$3.51M -$1.42M -57,345 -29%
SCM
293
SevenOneSeven Capital Management
Pennsylvania
$3.51M +$66K +2,667 +2%
TPA
294
Trivium Point Advisory
Connecticut
$3.44M +$237K +9,336 +7%
AF
295
Allworth Financial
California
$3.44M +$3.43M +138,756 +149,200%
BP
296
Broadleaf Partners
Ohio
$3.43M +$16.3K +660 +0.5%
VFM
297
Vivid Financial Management
California
$3.38M -$116K -4,689 -3%
PFO
298
Pathstone Family Office
New Jersey
$3.36M +$79.2K +3,198 +2%
CGA
299
Crescent Grove Advisors
Illinois
$3.35M +$2.82K +114 +0.1%
FFS
300
Founders Financial Securities
Maryland
$3.33M +$1.19M +47,889 +55%
10 11
12
13 14