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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 %
SBL
351
Sargent Bickham Lagudis
Colorado
$4.31M +$195K +8,160 +5%
SCM
352
SevenOneSeven Capital Management
Pennsylvania
$4.29M +$45K +1,884 +1%
SFA
353
Sequoia Financial Advisors
Ohio
$4.29M +$751K +31,461 +21%
HNWAG
354
High Net Worth Advisory Group
Florida
$4.29M +$83.3K +3,489 +2%
CCG
355
Coastwise Capital Group
California
$4.27M +$454K +19,023 +12%
DBRC
356
D.B. Root & Company
Pennsylvania
$4.26M +$300K +12,570 +8%
Northern Trust
357
Northern Trust
Illinois
$4.22M +$428K +17,940 +11%
CIAS
358
Capital Investment Advisory Services
North Carolina
$4.21M +$327K +13,677 +8%
TA
359
TrueWealth Advisors
Alabama
$4.2M -$2.81M -117,660 -40%
WWM
360
Western Wealth Management
Colorado
$4.19M +$527K +22,011 +14%
EFG
361
Everhart Financial Group
Ohio
$4.16M -$135K -5,664 -3%
HAS
362
HBW Advisory Services
California
$4.16M +$2.91M +121,962 +234%
JWCA
363
J.W. Cole Advisors
Florida
$4.14M +$2.58M +108,075 +165%
CWA
364
Canvas Wealth Advisors
Kansas
$4.13M +$3.56M +149,124 +621%
VFIC
365
Valley Forge Investment Consultants
Pennsylvania
$4.09M +$272K +11,394 +7%
IA
366
IFG Advisory
Georgia
$4.02M +$1.47M +61,614 +58%
Citigroup
367
Citigroup
New York
$4.02M +$413K +17,277 +11%
AFS
368
Access Financial Services
Minnesota
$4.02M -$726K -30,396 -15%
CL
369
COWA LLC
Oklahoma
$4M -$1.49M -62,532 -27%
HA
370
Hofer & Associates
California
$3.99M +$66.8K +2,796 +2%
FWM
371
ForthRight Wealth Management
Georgia
$3.95M -$237K -9,939 -6%
RA
372
Rodgers & Associates
Pennsylvania
$3.94M +$316K +13,251 +9%
HGERS
373
Householder Group Estate & Retirement Specialist
Arizona
$3.91M +$346K +14,484 +10%
CAM
374
Cresset Asset Management
Illinois
$3.82M +$170K +7,182 +5%
NG
375
Northstar Group
New York
$3.8M -$114K -4,767 -3%
13 14
15
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