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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 %
MCM
376
Maple Capital Management
Vermont
$2.05M +$19.4K +783 +1%
DAS
377
Dynamic Advisor Solutions
Arizona
$2.05M +$188K +7,611 +10%
FNBOMD
378
First National Bank of Mount Dora
Florida
$2.03M – – –
CS
379
Comerica Securities
Michigan
$2M +$89K +3,597 +5%
CIA
380
Capital Investment Advisors
Georgia
$1.98M +$37K +1,497 +2%
BSW
381
Buckingham Strategic Wealth
Missouri
$1.98M -$46.4K -1,875 -2%
GIA
382
Guyasuta Investment Advisors
Pennsylvania
$1.98M – – –
EFS
383
Essex Financial Services
Connecticut
$1.96M +$145K +5,868 +8%
KTC
384
Kistler-Tiffany Companies
Pennsylvania
$1.93M +$154K +6,219 +9%
Goldman Sachs
385
Goldman Sachs
New York
$1.93M +$1.14M +46,110 +144%
PWA
386
Physician Wealth Advisors
Utah
$1.91M +$210K +8,175 +12%
Fidelity Investments
387
Fidelity Investments
Massachusetts
$1.91M +$283K +11,427 +17%
IA
388
IFG Advisory
Georgia
$1.9M +$1.41M +57,048 +291%
JCM
389
Janney Capital Management
Pennsylvania
$1.9M -$24.4K -984 -1%
CWS
390
Cypress Wealth Services
California
$1.89M +$143K +5,760 +8%
WIA
391
World Investment Advisors
California
$1.89M +$154K +6,237 +9%
PNC Financial Services Group
392
PNC Financial Services Group
Pennsylvania
$1.89M -$167K -6,747 -8%
AC
393
Abbrea Capital
California
$1.88M +$6.01K +243 +0.3%
CIAS
394
Capital Investment Advisory Services
North Carolina
$1.88M +$111K +4,488 +6%
LF
395
LifeSteps Financial
California
$1.87M +$75.5K +3,051 +4%
UWM
396
USAdvisors Wealth Management
Minnesota
$1.85M +$1.17M +47,193 +171%
GIA
397
GHP Investment Advisors
Colorado
$1.84M -$43.8K -1,770 -2%
BFEC
398
Benjamin F. Edwards & Company
Missouri
$1.83M +$97.3K +3,933 +6%
TAM
399
Townsend Asset Management
North Carolina
$1.8M +$65.9K +2,664 +4%
CWM
400
Chesapeake Wealth Management
Virginia
$1.8M -$220K -8,871 -11%
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