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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 %
Northern Trust
351
Northern Trust
Illinois
$4.18M +$418K +15,906 +11%
FA
352
Fagan Associates
New York
$4.16M +$1.89K +72 +0%
SCA
353
Snowden Capital Advisors
New York
$4.16M -$32.3K -1,227 -0.8%
CAM
354
Cresset Asset Management
Illinois
$4.06M +$966K +36,738 +31%
LGA
355
Lebenthal Global Advisors
New York
$4.04M +$85.6K +3,255 +2%
WWM
356
Western Wealth Management
Colorado
$4.03M +$2.42M +92,082 +151%
RA
357
Rodgers & Associates
Pennsylvania
$3.99M +$21K +798 +0.5%
Citigroup
358
Citigroup
New York
$3.97M +$1.38M +52,578 +53%
CWA
359
Clearview Wealth Advisors
Oregon
$3.95M +$3.66M +139,074 +1,264%
RC
360
Roundview Capital
New Jersey
$3.94M -$13.9K -528 -0.4%
HGERS
361
Householder Group Estate & Retirement Specialist
Arizona
$3.92M +$839K +31,911 +27%
ECML
362
Eagle Capital Management (Louisiana)
Louisiana
$3.9M +$245K +9,300 +7%
SFA
363
Sequoia Financial Advisors
Ohio
$3.9M +$833K +31,680 +27%
GGI
364
GPM Growth Investors
Michigan
$3.86M +$759K +28,848 +24%
JSL
365
JT Stratford LLC
Georgia
$3.86M -$258K -9,798 -6%
TPA
366
Trivium Point Advisory
Connecticut
$3.81M +$282K +10,695 +8%
DFA
367
DHK Financial Advisors
New Hampshire
$3.79M +$1.28M +48,555 +51%
TWP
368
Transparent Wealth Partners
Arkansas
$3.79M +$3.79M +143,955 New
LA
369
Latitude Advisors
Florida
$3.78M +$1.43M +54,315 +61%
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$3.78M +$1.4M +53,070 +59%
SMG
371
Spectrum Management Group
Indiana
$3.78M +$79 +3 +0%
UBG
372
United Bank (Georgia)
Georgia
$3.74M +$265K +10,071 +8%
AIA
373
Armor Investment Advisors
North Carolina
$3.7M +$447K +17,016 +14%
NS
374
Newman & Schimel
Illinois
$3.68M -$122K -4,635 -3%
CFGS
375
Concourse Financial Group Securities
Alabama
$3.64M +$178K +6,777 +5%
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15
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