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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 %
BCM
326
Breiter Capital Management
Florida
$2.69M +$22.7K +900 +0.9%
CA
327
Cambridge Advisors
Nebraska
$2.68M +$106K +4,191 +4%
TFA
328
Teamwork Financial Advisors
Texas
$2.67M +$37.4K +1,485 +1%
NCM
329
Northwest Capital Management
Oregon
$2.66M +$457 +18 +0%
CAM
330
Cresset Asset Management
Illinois
$2.66M +$2M +79,518 +305%
BWM
331
BerganKDV Wealth Management
Minnesota
$2.64M -$432K -17,130 -14%
ACG
332
Allen Capital Group
Nebraska
$2.6M -$39.8K -1,578 -2%
BWM
333
Baystate Wealth Management
Massachusetts
$2.59M -$47K -1,863 -2%
PWSG
334
Pacific Wealth Strategies Group
California
$2.57M -$68K -2,697 -3%
AIA
335
Armor Investment Advisors
North Carolina
$2.53M +$100K +3,984 +4%
SCM
336
Southport Capital Management
Tennessee
$2.52M +$32.3K +1,281 +1%
AIC
337
Ameritas Investment Company
Nebraska
$2.51M +$995K +23,802 +65%
CFO
338
Collective Family Office
Pennsylvania
$2.51M – – –
JWM
339
Jackson Wealth Management
Florida
$2.49M -$12.4K -492 -0.5%
WCG
340
Weaver Consulting Group
California
$2.49M -$83.2K -3,300 -3%
LWA
341
Lenox Wealth Advisors
New York
$2.47M +$2.27M +90,000 +1,151%
BAM
342
Belpointe Asset Management
Nevada
$2.45M -$26.7K -1,059 -1%
WA
343
WBH Advisory
Maryland
$2.42M +$47.7K +1,884 +2%
EIA
344
Eldridge Investment Advisors
New Hampshire
$2.41M +$574K +22,788 +31%
PA
345
Planning Alternatives
Michigan
$2.37M -$136K -5,382 -5%
PPP
346
Private Portfolio Partners
New Jersey
$2.37M +$409K +16,218 +21%
FEM
347
Fulcrum Equity Management
Texas
$2.36M +$2.36M +93,456 New
LWM
348
Loveless Wealth Management
Montana
$2.34M +$224K +8,898 +11%
LWAC
349
Laurel Wealth Advisors (California)
California
$2.34M +$431K +17,115 +23%
SFA
350
Sequoia Financial Advisors
Ohio
$2.33M +$534K +21,186 +30%
12 13
14
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