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 %
SFA
376
Sequoia Financial Advisors
Ohio
$3.14M +$3.14M +116,469 New
H
377
HoyleCohen
California
$3.12M +$400K +14,850 +15%
FFS
378
Founders Financial Securities
Maryland
$3.11M -$517K -19,179 -14%
TWM
379
Triton Wealth Management
Arizona
$3.11M -$958K -36,267 -24%
PNC Financial Services Group
380
PNC Financial Services Group
Pennsylvania
$3.09M +$1.03M +38,166 +50%
IF
381
Intrua Financial
Texas
$3.08M +$693K +25,725 +29%
ES
382
Eagle Strategies
New York
$3.04M +$3.04M +112,983 New
SWM
383
SeaCrest Wealth Management
New York
$3.04M -$132K -4,896 -4%
NCM
384
NCM Capital Management
New Jersey
$3.02M +$3.02M +112,032 New
SB
385
Strategic Blueprint
Georgia
$3.02M +$568K +21,093 +23%
EWA
386
EverSource Wealth Advisors
Alabama
$3.01M +$3.01M +111,864 New
XF
387
XML Financial
Maryland
$3.01M +$48.4K +1,797 +2%
ACM
388
Advisors Capital Management
New Jersey
$2.94M -$111K -4,134 -4%
CA
389
Cambridge Advisors
Nebraska
$2.93M +$88.4K +3,282 +3%
IRC
390
Investors Research Corp
Georgia
$2.91M +$464K +17,205 +19%
FWM
391
Fortress Wealth Management
California
$2.9M +$2.9M +107,433 New
PPP
392
Private Portfolio Partners
New Jersey
$2.89M +$228K +8,451 +9%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$2.85M -$2.73M – –
LWM
394
Loveless Wealth Management
Montana
$2.85M +$204K +7,578 +8%
LNB
395
Ledyard National Bank
$2.85M +$518K +19,218 +22%
TFA
396
Teamwork Financial Advisors
Texas
$2.84M +$25.7K +954 +0.9%
BWM
397
BerganKDV Wealth Management
Minnesota
$2.83M -$71.2K -2,643 -2%
PWSG
398
Pacific Wealth Strategies Group
California
$2.83M +$50.8K +1,887 +2%
SSI
399
Scott & Selber Inc
Texas
$2.82M -$171K -6,357 -6%
Fidelity Investments
400
Fidelity Investments
Massachusetts
$2.82M +$742K +27,528 +36%
14 15
16
17 18