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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 %
HBW
276
Hazlett, Burt & Watson
West Virginia
$6.14M +$365K +15,273 +6%
PWA
277
Providence Wealth Advisors
Illinois
$6.1M +$106K +4,467 +2%
MF
278
Manchester Financial
California
$6.08M -$2.13M -89,190 -26%
CSPIA
279
Cary Street Partners Investment Advisory
Virginia
$5.97M +$4.73M +198,129 +382%
KIA
280
KCM Investment Advisors
California
$5.96M +$335K +14,010 +6%
WFA
281
Wipfli Financial Advisors
Wisconsin
$5.94M -$1.39M -58,149 -19%
AOWM
282
Alpha Omega Wealth Management
Virginia
$5.86M +$76.6K +3,207 +1%
F4L
283
Fortune 45 LLC
Louisiana
$5.84M -$94.5K -3,957 -2%
RWA
284
Rainsberger Wealth Advisors
Colorado
$5.83M +$214K +8,958 +4%
FCA
285
FLC Capital Advisors
California
$5.8M -$87.4K -3,660 -1%
LWM
286
Ledge Wealth Management
Minnesota
$5.79M +$919K +38,484 +19%
MA
287
MONECO Advisors
Connecticut
$5.77M +$860K +36,033 +18%
AC
288
Avant Capital
Louisiana
$5.73M -$10.2K -429 -0.2%
APC
289
Asset Planning Corporation
Tennessee
$5.69M +$5.38M +225,309 +1,743%
TYCC
290
Texas Yale Capital Corp
Florida
$5.66M -$115K -4,806 -2%
GSIS
291
Global Strategic Investment Solutions
Arizona
$5.64M +$2.15K +90 +0%
BIP
292
Blueprint Investment Partners
North Carolina
$5.58M -$181K -7,584 -3%
EWA
293
Evolution Wealth Advisors
Florida
$5.5M +$78.4K +3,285 +1%
AWA
294
Arkadios Wealth Advisors
Georgia
$5.49M +$48.3K +2,025 +0.9%
OHWP
295
Oak Harbor Wealth Partners
North Carolina
$5.46M +$2.15K +90 +0%
William Blair & Company
296
William Blair & Company
Illinois
$5.44M +$836K +35,016 +18%
Wealth Enhancement Advisory Services
297
Wealth Enhancement Advisory Services
Minnesota
$5.36M -$209K -8,631 -4%
Brown Advisory
298
Brown Advisory
Maryland
$5.35M +$6.16K +258 +0.1%
GLA
299
Great Lakes Advisors
Illinois
$5.35M +$139K +5,841 +3%
AssetMark Inc
300
AssetMark Inc
California
$5.33M -$516K -21,597 -9%
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