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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 %
WWM
326
Windsor Wealth Management
Indiana
$4.02M +$2.2M +80,799 +121%
AT
327
Arden Trust
Delaware
$4M -$64.7K -2,403 -2%
PWS
328
Precision Wealth Strategies
Missouri
$3.99M -$592K -21,972 -13%
BIA
329
Bell Investment Advisors
California
$3.98M -$54.8K -2,034 -1%
SEI Investments
330
SEI Investments
Pennsylvania
$3.95M -$152K -5,628 -4%
BSB
331
Bangor Savings Bank
Maine
$3.94M -$27.4K -1,017 -0.7%
IPW
332
Intergy Private Wealth
Colorado
$3.93M +$3.93M +145,980 New
AA
333
Apriem Advisors
California
$3.93M – – –
NS
334
Newman & Schimel
Illinois
$3.9M +$502K +18,618 +15%
SMG
335
Spectrum Management Group
Indiana
$3.87M -$1.04M -38,550 -21%
Northern Trust
336
Northern Trust
Illinois
$3.86M +$330K +12,234 +9%
AF
337
Allworth Financial
California
$3.85M +$109K +4,029 +3%
LWP
338
Laurel Wealth Planning
Minnesota
$3.83M +$3.21M +118,992 +514%
William Blair & Company
339
William Blair & Company
Illinois
$3.8M +$2.93M +108,828 +338%
EWA
340
EP Wealth Advisors
California
$3.77M -$1.37M -50,751 -27%
AUB
341
Atlantic Union Bankshares
Virginia
$3.76M +$226K +8,376 +6%
ECML
342
Eagle Capital Management (Louisiana)
Louisiana
$3.75M +$194K +7,215 +5%
RGF
343
Retirement Guys Formula
Ohio
$3.71M +$3.71M +137,652 New
BP
344
Broadleaf Partners
Ohio
$3.67M -$58.1K -2,157 -2%
ACM
345
Alpha Capital Management
Texas
$3.65M -$9.44M -350,397 -72%
TPA
346
Trivium Point Advisory
Connecticut
$3.61M -$45.3K -1,683 -1%
UBG
347
United Bank (Georgia)
Georgia
$3.56M -$304K -11,292 -8%
CFGS
348
Concourse Financial Group Securities
Alabama
$3.55M +$2.16M +80,172 +155%
VFM
349
Vivid Financial Management
California
$3.54M -$142K -5,271 -4%
GPFA
350
Game Plan Financial Advisors
Ohio
$3.53M +$103K +3,810 +3%
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