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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 %
BRWA
276
B. Riley Wealth Advisors
Florida
$5.28M +$1.39M +51,660 +36%
HA
277
HC Advisors
Georgia
$5.28M +$120K +4,461 +2%
Goldman Sachs
278
Goldman Sachs
New York
$5.28M +$3.18M +117,855 +151%
C
279
Clearshares
New York
$5.25M – – –
SFG
280
SNS Financial Group
Minnesota
$5.25M +$321K +11,910 +7%
MA
281
MBA Advisors
Pennsylvania
$5.23M +$37.3K +1,386 +0.7%
TC
282
Tatro Capital
Kentucky
$5.2M +$134K +4,962 +3%
DHFB
283
Dixon Hubard Feinour & Brown
Virginia
$5.07M +$5.07M +188,331 New
AAP
284
Arax Advisory Partners
Colorado
$5.06M +$35.8K +1,329 +0.7%
SBL
285
Sargent Bickham Lagudis
Colorado
$5.04M -$667K -24,741 -12%
CCMD
286
Cypress Capital Management (Delaware)
Delaware
$4.99M +$589K +21,855 +13%
RA
287
RFG Advisory
Alabama
$4.99M +$1.56M +57,774 +45%
PWP
288
Principle Wealth Partners
Connecticut
$4.98M +$432K +16,029 +9%
GLA
289
Great Lakes Advisors
Illinois
$4.94M +$2.64M +98,004 +115%
CGA
290
Crescent Grove Advisors
Illinois
$4.9M +$1.25M +46,398 +34%
SCM
291
SevenOneSeven Capital Management
Pennsylvania
$4.86M +$1.03M +38,382 +27%
CF
292
Centaurus Financial
California
$4.79M +$83.3K +3,090 +2%
EFG
293
Everhart Financial Group
Ohio
$4.76M -$372K -13,791 -7%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$4.76M -$134K -4,959 -3%
KIA
295
KCM Investment Advisors
California
$4.74M -$121K -4,473 -2%
HNWAG
296
High Net Worth Advisory Group
Florida
$4.69M +$4.69M +174,111 New
SFWA
297
Summit Financial Wealth Advisors
Louisiana
$4.67M +$67.9K +2,490 +1%
RDWM
298
Red Door Wealth Management
Tennessee
$4.62M -$25.7K -954 -0.6%
BAM
299
Belpointe Asset Management
Nevada
$4.61M +$538K +19,968 +13%
UWM
300
USAdvisors Wealth Management
Minnesota
$4.61M +$2.59M +96,222 +129%
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