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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 %
PTP
301
Platform Technology Partners
New York
$5.31M -$95.8K -4,014 -2%
CAMV
302
Concord Asset Management (Virginia)
Virginia
$5.3M +$3.75M +156,948 +241%
ACA
303
Aspire Capital Advisors
Washington
$5.28M +$5.28M +221,160 New
SB
304
Strategic Blueprint
Georgia
$5.27M +$894K +37,425 +20%
UWM
305
USAdvisors Wealth Management
Minnesota
$5.24M +$699K +29,292 +15%
WIP
306
WealthCare Investment Partners
Rhode Island
$5.23M +$1.1M +46,260 +27%
AWMG
307
Alliance Wealth Management Group
New Jersey
$5.22M +$626K +26,229 +14%
TCM
308
Towercrest Capital Management
Pennsylvania
$5.22M +$626K +26,229 +14%
PBO
309
Peoples Bank (Ohio)
Ohio
$5.21M -$112K -4,686 -2%
USCWA
310
U.S. Capital Wealth Advisors
Texas
$5.2M +$134K +5,631 +3%
CFMC
311
Curbstone Financial Management Corp
New Hampshire
$5.17M +$852K +35,700 +20%
MA
312
MBA Advisors
Pennsylvania
$5.15M +$190K +7,977 +4%
PCWA
313
Pacific Capital Wealth Advisors
California
$5.15M -$18.8K -786 -0.4%
HSA
314
HBK Sorce Advisory
Pennsylvania
$5.14M +$8.02K +336 +0.2%
JF
315
Joule Financial
Kentucky
$5.13M +$5.13M +214,803 New
CCM
316
Coldstream Capital Management
Washington
$5.13M +$5.13M +214,629 New
OCG
317
Opus Capital Group
Ohio
$5.12M +$709K +29,712 +16%
BFM
318
Boston Financial Management
Massachusetts
$5.1M +$2.33M +97,629 +84%
AI
319
Atria Investments
North Carolina
$5.05M -$612K -25,623 -11%
GB
320
Gunma Bank
Japan
$5.01M +$5.01M +210,000 New
BWM
321
Benchmark Wealth Management
Connecticut
$4.95M -$501 -21 -0%
AAP
322
Arax Advisory Partners
Colorado
$4.9M +$252K +10,572 +5%
CWM
323
Cedar Wealth Management
California
$4.88M -$170K -7,122 -3%
CCMD
324
Cypress Capital Management (Delaware)
Delaware
$4.87M +$283K +11,856 +6%
WIA
325
World Investment Advisors
California
$4.84M +$2.46M +99,120 +104%
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