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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 %
SAS
301
Sage Advisory Services
Texas
$4.59M +$55.6K +2,064 +1%
YIA
302
YHB Investment Advisors
Connecticut
$4.58M +$469K +17,412 +11%
OPA
303
Old Port Advisors
Maine
$4.57M -$11.7K -429 -0.3%
DBRC
304
D.B. Root & Company
Pennsylvania
$4.53M -$45.8K -1,701 -1%
PBO
305
Peoples Bank (Ohio)
Ohio
$4.39M -$27.2K -1,008 -0.6%
PPA
306
Parametric Portfolio Associates
Washington
$4.38M +$939K +34,863 +27%
NG
307
Northstar Group
New York
$4.38M -$41.6K -1,545 -0.9%
MA
308
MONECO Advisors
Connecticut
$4.36M +$1.86M +70,605 +74%
CFMC
309
Curbstone Financial Management Corp
New Hampshire
$4.34M +$79.2K +2,940 +2%
AWMG
310
Alliance Wealth Management Group
New Jersey
$4.3M +$76.3K +2,832 +2%
TCM
311
Towercrest Capital Management
Pennsylvania
$4.3M +$76.3K +2,832 +2%
SCA
312
Snowden Capital Advisors
New York
$4.29M +$66.8K +2,478 +2%
LNC
313
Lincoln National Corp
Pennsylvania
$4.27M +$384K +14,256 +10%
FA
314
Fagan Associates
New York
$4.26M +$40.2K +1,491 +1%
HI
315
Harbour Investments
Wisconsin
$4.25M -$55.4M -2,055,414 -93%
SWM
316
Sendero Wealth Management
Texas
$4.23M +$4.23M +157,122 New
CIAS
317
Capital Investment Advisory Services
North Carolina
$4.22M +$2.18M +80,880 +107%
JSL
318
JT Stratford LLC
Georgia
$4.22M +$63.3K +2,349 +2%
Prudential Financial
319
Prudential Financial
New Jersey
$4.2M +$269K +10,311 +7%
RF
320
Rollins Financial
Georgia
$4.18M +$4.18M +155,271 New
SWP
321
Stratos Wealth Partners
Ohio
$4.14M +$119K +4,425 +3%
RA
322
Rodgers & Associates
Pennsylvania
$4.06M +$126K +4,695 +3%
RC
323
Roundview Capital
New Jersey
$4.05M +$19.1K +708 +0.5%
LGA
324
Lebenthal Global Advisors
New York
$4.05M +$224K +8,316 +6%
SAMT
325
Select Asset Management & Trust
Pennsylvania
$4.02M +$4.02M +149,292 New
11 12
13
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