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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 %
RF
351
RHS Financial
California
$2.41M -$417K -16,866 -15%
WA
352
WBH Advisory
Maryland
$2.4M +$36.5K +1,473 +2%
SWA
353
Stratos Wealth Advisors
Ohio
$2.39M +$1.79M +72,363 +300%
AL
354
ACAS LLC
California
$2.38M +$105K +4,230 +5%
MA
355
MONECO Advisors
Connecticut
$2.35M +$331K +13,359 +16%
APW
356
Austin Private Wealth
Texas
$2.34M +$741K +29,955 +46%
ERIM
357
Eagle Ridge Investment Management
Connecticut
$2.32M +$56.2K +2,271 +2%
FEM
358
Fulcrum Equity Management
Texas
$2.31M -$5.12K -207 -0.2%
IF
359
Intrua Financial
Texas
$2.27M +$2.27M +88,536 New
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$2.25M -$440K -17,763 -16%
SB
361
Strategic Blueprint
Georgia
$2.25M +$817K +33,006 +57%
SLWS
362
Swaine & Leidel Wealth Services
Florida
$2.25M +$2.25M +90,732 New
IRC
363
Investors Research Corp
Georgia
$2.24M +$307K +12,387 +16%
PA
364
Planning Alternatives
Michigan
$2.22M -$114K -4,617 -5%
Citigroup
365
Citigroup
New York
$2.2M -$2.28M -92,202 -51%
CAS
366
Cascadia Advisory Services
Oregon
$2.18M -$40.8K -1,647 -2%
LA
367
Latitude Advisors
Florida
$2.17M +$1.11M +44,934 +105%
CFO
368
Collective Family Office
Pennsylvania
$2.17M -$301K -12,150 -12%
ADL
369
Asset Dedication LLC
California
$2.16M +$47.2K +1,908 +2%
LNB
370
Ledyard National Bank
$2.14M +$478K +19,302 +29%
LWAC
371
Laurel Wealth Advisors (California)
California
$2.13M -$159K -6,426 -7%
Bank of New York Mellon
372
Bank of New York Mellon
New York
$2.12M +$133K +5,355 +7%
GLA
373
Great Lakes Advisors
Illinois
$2.11M +$1.32M +53,289 +166%
NFG
374
Nations Financial Group
Iowa
$2.07M +$108K +4,371 +6%
BWM
375
Baystate Wealth Management
Massachusetts
$2.07M -$474K -19,143 -19%
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