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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 %
MS
326
Madden Securities
Texas
$2.81M +$124K +4,995 +5%
ACM
327
Advisors Capital Management
New Jersey
$2.8M +$115K +4,665 +4%
SSI
328
Scott & Selber Inc
Texas
$2.75M +$31.7K +1,281 +1%
Luther King Capital Management (LKCM)
329
Luther King Capital Management (LKCM)
Texas
$2.73M -$2.29M – –
NCM
330
Northwest Capital Management
Oregon
$2.73M – – –
XF
331
XML Financial
Maryland
$2.72M +$51.7K +2,088 +2%
ACM
332
AlphaStar Capital Management
North Carolina
$2.68M +$1.67M +64,230 +165%
BWM
333
BerganKDV Wealth Management
Minnesota
$2.66M +$70.7K +2,859 +3%
CA
334
Cambridge Advisors
Nebraska
$2.61M -$15.5K -627 -0.6%
TFA
335
Teamwork Financial Advisors
Texas
$2.58M -$35K -1,416 -1%
BCM
336
Breiter Capital Management
Florida
$2.56M -$82.2K -3,321 -3%
ACG
337
Allen Capital Group
Nebraska
$2.55M -$4.75K -192 -0.2%
PWSG
338
Pacific Wealth Strategies Group
California
$2.55M +$22.9K +924 +0.9%
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$2.55M +102,954 New
AIA
340
Armor Investment Advisors
North Carolina
$2.5M +$20.6K +831 +0.8%
H
341
HoyleCohen
California
$2.5M +$26.2K +1,059 +1%
IAP
342
Indie Asset Partners
Indiana
$2.48M +$209K +8,448 +9%
EA
343
Emerald Advisors
Washington
$2.47M +$191K +7,701 +8%
EIA
344
Eldridge Investment Advisors
New Hampshire
$2.47M +$106K +4,275 +4%
SCM
345
Southport Capital Management
Tennessee
$2.45M -$31.7K -1,281 -1%
WCG
346
Weaver Consulting Group
California
$2.45M – – –
PPP
347
Private Portfolio Partners
New Jersey
$2.44M +$118K +4,785 +5%
HA
348
Hamel Associates
New Jersey
$2.44M -$420K -16,974 -15%
LWM
349
Loveless Wealth Management
Montana
$2.43M +$133K +5,355 +6%
LWA
350
Lenox Wealth Advisors
New York
$2.42M – – –
12 13
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