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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 %
CS
376
Comerica Securities
Michigan
$1.95M +$370K +14,670 +23%
GIA
377
GHP Investment Advisors
Colorado
$1.92M +$108K +4,272 +6%
AC
378
Abbrea Capital
California
$1.91M +$106K +4,215 +6%
DAS
379
Dynamic Advisor Solutions
Arizona
$1.9M +$443K +17,580 +30%
PA
380
Parallel Advisors
California
$1.89M +$606K +24,021 +47%
IAIM
381
International Assets Investment Management
Florida
$1.86M +$1.86M +86,442 New
LF
382
LifeSteps Financial
California
$1.83M +$213K +8,451 +13%
MA
383
Modus Advisors
Minnesota
$1.82M -$359K -14,241 -16%
TRCT
384
Tower Research Capital (TRC)
New York
$1.82M +$672K +26,631 +58%
HL
385
HeadInvest LLC
Maine
$1.82M -$6.8K -270 -0.4%
SFG
386
SageGuard Financial Group
Tennessee
$1.82M -$205K -8,118 -10%
KTC
387
Kistler-Tiffany Companies
Pennsylvania
$1.81M +$1.81M +71,898 New
CIAS
388
Capital Investment Advisory Services
North Carolina
$1.8M +$153K +6,066 +9%
CWS
389
Cypress Wealth Services
California
$1.78M +$78K +3,093 +5%
EFS
390
Essex Financial Services
Connecticut
$1.78M – – –
WIA
391
World Investment Advisors
California
$1.77M +$46.4K +1,842 +3%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$1.77M +$103K +4,092 +6%
TAM
393
Townsend Asset Management
North Carolina
$1.77M +$28.4K +1,125 +2%
GB
394
Goepper Burkhardt
South Carolina
$1.75M +$313K +12,426 +22%
FC
395
Financial Consulate
Maryland
$1.72M +$64.6K +2,562 +4%
OWM
396
Opes Wealth Management
California
$1.71M +$11.3K +450 +0.7%
LNB
397
Ledyard National Bank
$1.69M +$978K +38,817 +137%
MFGM
398
Marshall Financial Group (Maryland)
Maryland
$1.69M +$114K +4,512 +7%
LDFR
399
Lehman & Derafelo Financial Resources
Pennsylvania
$1.67M – – –
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.67M +$1.14M +45,255 +218%
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16
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