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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 %
PWS
276
Precision Wealth Strategies
Missouri
$6.16M +$2.26M +85,839 +58%
SWP
277
Stratos Wealth Partners
Ohio
$6.12M +$2.08M +79,146 +52%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$6.09M -$197K -7,458 -3%
CL
279
COWA LLC
Oklahoma
$6.06M -$1.29M -48,870 -18%
WP
280
WealthPLAN Partners
Nebraska
$6.02M +$544K +21,582 +10%
WIM
281
WealthPlan Investment Management
Nebraska
$6.02M +$6.02M +238,731 New
OHWP
282
Oak Harbor Wealth Partners
North Carolina
$6.01M +$191K +7,260 +3%
VCP
283
Verus Capital Partners
Arizona
$6.01M +$6.01M +233,481 New
AWA
284
Arkadios Wealth Advisors
Georgia
$5.99M -$5.21M -198,192 -47%
OPS
285
Orion Portfolio Solutions
Nebraska
$5.98M +$4.41M +167,856 +282%
EWA
286
Evolution Wealth Advisors
Florida
$5.97M +$213K +8,115 +4%
LWP
287
Laurel Wealth Planning
Minnesota
$5.96M +$2.22M +84,615 +60%
PTP
288
Platform Technology Partners
New York
$5.95M +$281K +10,680 +5%
Brown Advisory
289
Brown Advisory
Maryland
$5.88M +$108K +4,104 +2%
PBO
290
Peoples Bank (Ohio)
Ohio
$5.86M +$1.57M +59,835 +37%
GLA
291
Great Lakes Advisors
Illinois
$5.73M +$910K +34,608 +19%
PCWA
292
Pacific Capital Wealth Advisors
California
$5.69M +$79 +3 +0%
HSA
293
HBK Sorce Advisory
Pennsylvania
$5.65M -$101K -3,837 -2%
USCWA
294
U.S. Capital Wealth Advisors
Texas
$5.58M +$2.34M +88,803 +72%
CWM
295
Cedar Wealth Management
California
$5.56M -$216K -8,205 -4%
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
$5.47M -$847K -32,202 -13%
MA
297
MBA Advisors
Pennsylvania
$5.46M +$354K +13,467 +7%
BWM
298
Benchmark Wealth Management
Connecticut
$5.45M +$111K +4,215 +2%
AF
299
Advisornet Financial
Minnesota
$5.45M -$4.3M -163,578 -44%
WAM
300
Worth Asset Management
Texas
$5.44M +$5.44M +216,159 New
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