SCHD icon

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 %
VFIC
351
Valley Forge Investment Consultants
Pennsylvania
$3.53M +$450K +16,704 +15%
ML
352
McAdam LLC
Pennsylvania
$3.51M +$37.4K +1,389 +1%
SA
353
SRH Advisors
Kansas
$3.45M +$55.8K +2,070 +2%
WLIM
354
White Lighthouse Investment Management
Massachusetts
$3.45M +$277K +10,272 +9%
PFO
355
Pathstone Family Office
New Jersey
$3.43M -$224K -8,331 -6%
SAF
356
Smith Anglin Financial
Texas
$3.4M +$20.9K +774 +0.6%
JWCA
357
J.W. Cole Advisors
Florida
$3.39M +$3.39M +125,970 New
MCCP
358
Mission Creek Capital Partners
California
$3.38M -$48.9K -1,815 -1%
FWM
359
ForthRight Wealth Management
Georgia
$3.36M +$3.36M +124,581 New
CA
360
CoreCap Advisors
Michigan
$3.35M +$3.35M +124,275 New
Millennium Management
361
Millennium Management
New York
$3.34M +$3.34M +124,092 New
AIA
362
Armor Investment Advisors
North Carolina
$3.33M +$608K +22,551 +22%
USCWA
363
U.S. Capital Wealth Advisors
Texas
$3.33M +$18.6K +690 +0.6%
EVC
364
Eidelman Virant Capital
Missouri
$3.29M +$97.5K +3,609 +3%
NF
365
NTB Financial
Colorado
$3.28M +$3.28M +121,857 New
PAMG
366
Patton Albertson Miller Group
Tennessee
$3.28M -$41.5K -1,539 -1%
CPP
367
Capasso Planning Partners
South Carolina
$3.26M +$3.26M +121,104 New
SIM
368
Seaview Investment Managers
Florida
$3.22M -$136K -5,064 -4%
WLPWM
369
Walled Lake Planning & Wealth Management
Illinois
$3.2M +$99.4K +3,690 +3%
WIP
370
WealthCare Investment Partners
Rhode Island
$3.2M +$3.2M +118,566 New
NF
371
Nikulski Financial
Iowa
$3.19M -$123K -4,575 -4%
GGI
372
GPM Growth Investors
Michigan
$3.18M -$69.6K -2,583 -2%
CAM
373
Cresset Asset Management
Illinois
$3.17M +$61.8K +2,295 +2%
HGERS
374
Householder Group Estate & Retirement Specialist
Arizona
$3.16M +$3.16M +117,249 New
ANTB
375
AMG National Trust Bank
Colorado
$3.16M +$2.1K +78 +0.1%
13 14
15
16 17