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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 %
SAF
301
Smith Anglin Financial
Texas
$3.16M +$15.3K +606 +0.5%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$3.14M +$650K +25,773 +26%
PAMG
303
Patton Albertson Miller Group
Tennessee
$3.13M -$66.5K -2,640 -2%
CFB
304
Cullen/Frost Bankers
Texas
$3.11M +$1.65M +65,262 +113%
TFS
305
Thoroughbred Financial Services
Tennessee
$3.1M +$299K +11,862 +11%
BC
306
Barnett & Company
Tennessee
$3.08M -$6.47M -256,677 -68%
PEA
307
Pacific Edge Advisors
California
$3.07M -$352K -13,950 -10%
GB
308
Gunma Bank
Japan
$3.06M -$567K -22,500 -16%
NF
309
Nikulski Financial
Iowa
$3.01M +$30.2K +1,194 +1%
NS
310
Newman & Schimel
Illinois
$2.98M +$762K +30,231 +34%
GGI
311
GPM Growth Investors
Michigan
$2.95M +$497K +19,737 +20%
ANTB
312
AMG National Trust Bank
Colorado
$2.95M +$331K +13,152 +13%
WLIM
313
White Lighthouse Investment Management
Massachusetts
$2.94M +$152K +6,039 +5%
VFIC
314
Valley Forge Investment Consultants
Pennsylvania
$2.93M +$585K +23,205 +25%
BAAM
315
Baker Avenue Asset Management
California
$2.91M -$26.9K -1,068 -0.9%
HA
316
Hamel Associates
New Jersey
$2.91M +$728K +28,884 +33%
RF
317
RHS Financial
California
$2.88M +$628K +24,900 +28%
SSI
318
Scott & Selber Inc
Texas
$2.77M -$44K -1,746 -2%
WLPWM
319
Walled Lake Planning & Wealth Management
Illinois
$2.75M +$63.7K +2,526 +2%
EVC
320
Eidelman Virant Capital
Missouri
$2.75M +$113K +4,479 +4%
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$2.74M -$7.09M -281,187 -72%
ACM
322
Advisors Capital Management
New Jersey
$2.74M +$141K +5,598 +5%
MS
323
Madden Securities
Texas
$2.73M +$145K +5,766 +6%
XF
324
XML Financial
Maryland
$2.72M +$2.72M +107,847 New
SIM
325
Seaview Investment Managers
Florida
$2.69M +$877K +34,797 +48%
11 12
13
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