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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 %
MA
301
MONECO Advisors
Connecticut
$5.41M +$1.05M +39,930 +24%
LWM
302
Ledge Wealth Management
Minnesota
$5.37M +$5.37M +204,006 New
TC
303
Tatro Capital
Kentucky
$5.31M +$238K +9,033 +5%
ST
304
Smithfield Trust
Pennsylvania
$5.3M -$49.3K -1,875 -0.9%
AFS
305
Access Financial Services
Minnesota
$5.22M +$24K +912 +0.5%
HA
306
HC Advisors
Georgia
$5.14M -$13.2K -501 -0.3%
AAP
307
Arax Advisory Partners
Colorado
$5.12M +$182K +6,918 +4%
William Blair & Company
308
William Blair & Company
Illinois
$5.07M +$1.36M +51,855 +37%
PCMN
309
Paradigm Capital Management (Nevada)
Nevada
$5.07M -$182K -6,939 -3%
AWMG
310
Alliance Wealth Management Group
New Jersey
$5.06M +$864K +32,847 +21%
TCM
311
Towercrest Capital Management
Pennsylvania
$5.06M +$864K +32,847 +21%
CCMD
312
Cypress Capital Management (Delaware)
Delaware
$5.05M +$181K +6,900 +4%
SFG
313
SNS Financial Group
Minnesota
$5.05M -$69.3K -2,634 -1%
YIA
314
YHB Investment Advisors
Connecticut
$5.01M +$539K +20,490 +12%
UWM
315
USAdvisors Wealth Management
Minnesota
$5M +$502K +19,098 +11%
NIC
316
Northwest Investment Counselors
Oregon
$4.97M -$206K -7,821 -4%
DHFB
317
Dixon Hubard Feinour & Brown
Virginia
$4.93M -$21.1K -801 -0.4%
ACS
318
Archford Capital Strategies
Illinois
$4.9M +$3.53M +134,235 +258%
OCG
319
Opus Capital Group
Ohio
$4.86M +$4.15M +157,632 +581%
SB
320
Strategic Blueprint
Georgia
$4.82M +$1.87M +71,166 +64%
SGI
321
Summit Global Investments
Utah
$4.81M +$4.81M +183,039 New
CGA
322
Crescent Grove Advisors
Illinois
$4.78M – – –
RDWM
323
Red Door Wealth Management
Tennessee
$4.76M +$248K +9,447 +6%
CFMC
324
Curbstone Financial Management Corp
New Hampshire
$4.75M +$517K +19,650 +12%
SKK
325
Shepherd Kaplan Krochuk
Massachusetts
$4.75M +$4.75M +180,789 New
11 12
13
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