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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 %
SGI
326
Summit Global Investments
Utah
$4.83M +$456K +19,107 +10%
SKK
327
Shepherd Kaplan Krochuk
Massachusetts
$4.72M +$407K +17,049 +9%
BIA
328
Bell Investment Advisors
California
$4.7M +$4.7M +196,848 New
ACS
329
Archford Capital Strategies
Illinois
$4.65M +$198K +8,304 +4%
ST
330
Smithfield Trust
Pennsylvania
$4.61M -$202K -8,454 -4%
SFG
331
SNS Financial Group
Minnesota
$4.57M -$18.9K -792 -0.4%
EWA
332
EverSource Wealth Advisors
Alabama
$4.54M +$1.29M +54,018 +40%
HA
333
HC Advisors
Georgia
$4.53M -$138K -5,766 -3%
CW
334
CreativeOne Wealth
Kansas
$4.53M +$2.43M +101,919 +116%
RF
335
Rollins Financial
Georgia
$4.48M +$459K +19,245 +11%
OPA
336
Old Port Advisors
Maine
$4.47M +$178K +7,440 +4%
BAM
337
Belpointe Asset Management
Nevada
$4.47M +$283K +11,868 +7%
EWA
338
EP Wealth Advisors
California
$4.46M +$612K +25,632 +16%
CFGS
339
Concourse Financial Group Securities
Alabama
$4.45M +$1.14M +47,844 +35%
AFA
340
Atlas Financial Advisors
California
$4.41M +$113K +4,749 +3%
NIC
341
Northwest Investment Counselors
Oregon
$4.4M -$111K -4,629 -2%
TFA
342
Trinity Financial Advisors
Ohio
$4.39M +$4.39M +183,720 New
SFWA
343
Summit Financial Wealth Advisors
Louisiana
$4.37M +$101K +4,182 +2%
RDWM
344
Red Door Wealth Management
Tennessee
$4.36M +$40.8K +1,707 +0.9%
SAS
345
Sage Advisory Services
Texas
$4.35M +$260K +10,881 +6%
AUB
346
Atlantic Union Bankshares
Virginia
$4.35M +$238K +9,978 +6%
CGA
347
Crescent Grove Advisors
Illinois
$4.34M – – –
DHFB
348
Dixon Hubard Feinour & Brown
Virginia
$4.34M -$141K -5,925 -3%
PCMN
349
Paradigm Capital Management (Nevada)
Nevada
$4.33M -$273K -11,442 -6%
NFG
350
Nations Financial Group
Iowa
$4.32M -$5.99M -250,989 -58%
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