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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 %
ECML
301
Eagle Capital Management (Louisiana)
Louisiana
$3.26M +$34K +1,374 +1%
AUB
302
Atlantic Union Bankshares
Virginia
$3.25M -$36.5K -1,476 -1%
Northern Trust
303
Northern Trust
Illinois
$3.24M -$41.9K -1,695 -1%
ML
304
McAdam LLC
Pennsylvania
$3.19M -$53.4K -2,157 -2%
PPA
305
Parametric Portfolio Associates
Washington
$3.16M -$114K -4,611 -3%
RA
306
RFG Advisory
Alabama
$3.16M +$2.49M +100,431 +371%
GPFA
307
Game Plan Financial Advisors
Ohio
$3.15M -$9.87K -399 -0.3%
MCCP
308
Mission Creek Capital Partners
California
$3.15M -$15.6K -630 -0.5%
NS
309
Newman & Schimel
Illinois
$3.12M +$195K +7,887 +7%
SA
310
SRH Advisors
Kansas
$3.12M -$182K -7,368 -6%
SAF
311
Smith Anglin Financial
Texas
$3.1M +$2.97K +120 +0.1%
SIM
312
Seaview Investment Managers
Florida
$3.08M +$437K +17,661 +17%
PAMG
313
Patton Albertson Miller Group
Tennessee
$3.05M -$24.9K -1,005 -0.8%
NF
314
Nikulski Financial
Iowa
$3.04M +$97K +3,921 +3%
USCWA
315
U.S. Capital Wealth Advisors
Texas
$3.04M +$3.04M +122,850 New
GB
316
Gunma Bank
Japan
$3.01M – – –
GGI
317
GPM Growth Investors
Michigan
$2.98M +$84.7K +3,423 +3%
EVC
318
Eidelman Virant Capital
Missouri
$2.95M +$224K +8,952 +8%
SWM
319
SeaCrest Wealth Management
New York
$2.92M -$223K -9,018 -7%
WLIM
320
White Lighthouse Investment Management
Massachusetts
$2.91M +$28.6K +1,155 +1%
ANTB
321
AMG National Trust Bank
Colorado
$2.9M +$1.93K +78 +0.1%
PEA
322
Pacific Edge Advisors
California
$2.86M -$150K -6,060 -5%
CAM
323
Cresset Asset Management
Illinois
$2.86M +$243K +9,822 +9%
WLPWM
324
Walled Lake Planning & Wealth Management
Illinois
$2.85M +$144K +5,814 +5%
VFIC
325
Valley Forge Investment Consultants
Pennsylvania
$2.83M -$44.8K -1,812 -2%
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