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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 %
EA
351
Emerald Advisors
Washington
$2.32M +$327K +12,972 +16%
AL
352
ACAS LLC
California
$2.32M -$18.2K -723 -0.8%
IAP
353
Indie Asset Partners
Indiana
$2.31M -$10.7K -423 -0.5%
SFMG
354
Sage Financial Management Group
Virginia
$2.31M +$218K +8,655 +10%
CIAS
355
CFS Investment Advisory Services
New Jersey
$2.31M +$2.31M +91,749 New
ERIM
356
Eagle Ridge Investment Management
Connecticut
$2.31M – – –
Luther King Capital Management (LKCM)
357
Luther King Capital Management (LKCM)
Texas
$2.29M -$1.92M – –
CAS
358
Cascadia Advisory Services
Oregon
$2.26M +$1.29M +51,270 +134%
SWM
359
Stockman Wealth Management
Montana
$2.26M -$314K -12,462 -12%
FFS
360
Founders Financial Securities
Maryland
$2.19M +$1.88M +74,481 +606%
ADL
361
Asset Dedication LLC
California
$2.16M +$359K +14,223 +20%
MCM
362
Maple Capital Management
Vermont
$2.13M -$119K -4,602 -5%
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$2.1M +$181K +7,188 +9%
FNBOMD
364
First National Bank of Mount Dora
Florida
$2.06M – – –
BSW
365
Buckingham Strategic Wealth
Missouri
$2.06M +$1.45M +57,408 +235%
MA
366
MONECO Advisors
Connecticut
$2.06M +$487K +19,323 +31%
CWM
367
Chesapeake Wealth Management
Virginia
$2.05M -$39.7K -1,575 -2%
Bank of New York Mellon
368
Bank of New York Mellon
New York
$2.03M -$31.8K -1,263 -2%
WWM
369
Western Wealth Management
Colorado
$2.02M +$18.4K +729 +0.9%
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$2.01M – – –
NFG
371
Nations Financial Group
Iowa
$2M +$56.3K +2,232 +3%
CIA
372
Capital Investment Advisors
Georgia
$1.98M -$110K -4,377 -5%
IRC
373
Investors Research Corp
Georgia
$1.97M +$408K +16,176 +26%
PCWA
374
Pacific Capital Wealth Advisors
California
$1.97M +$15.3K +606 +0.8%
JCM
375
Janney Capital Management
Pennsylvania
$1.96M -$54.4K -2,160 -3%
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