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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 %
OPA
326
Old Port Advisors
Maine
$4.75M +$303K +11,472 +7%
AFA
327
Atlas Financial Advisors
California
$4.73M +$4.73M +179,973 New
EFG
328
Everhart Financial Group
Ohio
$4.73M +$85K +3,231 +2%
SCM
329
SevenOneSeven Capital Management
Pennsylvania
$4.68M -$58.1K -2,208 -1%
CF
330
Centaurus Financial
California
$4.68M -$552 -21 -0%
SFWA
331
Summit Financial Wealth Advisors
Louisiana
$4.64M +$134K +5,100 +3%
HNWAG
332
High Net Worth Advisory Group
Florida
$4.63M +$52.9K +2,010 +1%
FWM
333
ForthRight Wealth Management
Georgia
$4.61M +$1.34M +50,844 +41%
BAM
334
Belpointe Asset Management
Nevada
$4.61M +$105K +3,999 +2%
WIP
335
WealthCare Investment Partners
Rhode Island
$4.56M +$1.43M +54,270 +46%
SBL
336
Sargent Bickham Lagudis
Colorado
$4.53M -$393K -14,925 -8%
AUB
337
Atlantic Union Bankshares
Virginia
$4.53M +$854K +32,472 +23%
SAS
338
Sage Advisory Services
Texas
$4.51M +$29.1K +1,107 +0.7%
CFP
339
Curran Financial Partners
South Carolina
$4.43M +$2.4M +91,245 +118%
RF
340
Rollins Financial
Georgia
$4.43M +$347K +13,206 +9%
PAG
341
Paladin Advisory Group
Iowa
$4.42M +$4.42M +167,367 New
DBRC
342
D.B. Root & Company
Pennsylvania
$4.36M -$59.3K -2,256 -1%
HA
343
Hofer & Associates
California
$4.32M +$1.67M +63,585 +63%
NG
344
Northstar Group
New York
$4.32M +$44.7K +1,701 +1%
CIAS
345
Capital Investment Advisory Services
North Carolina
$4.28M +$161K +6,135 +4%
EWA
346
EP Wealth Advisors
California
$4.24M +$554K +21,063 +15%
AT
347
Arden Trust
Delaware
$4.21M +$303K +11,535 +8%
VFIC
348
Valley Forge Investment Consultants
Pennsylvania
$4.21M +$762K +28,992 +22%
AA
349
Apriem Advisors
California
$4.2M +$368K +13,995 +10%
CCG
350
Coastwise Capital Group
California
$4.2M +$4.2M +159,615 New
12 13
14
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