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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 %
ML
376
McAdam LLC
Pennsylvania
$3.61M +$179K +6,801 +5%
GPFA
377
Game Plan Financial Advisors
Ohio
$3.6M +$157K +5,985 +5%
EWA
378
EverSource Wealth Advisors
Alabama
$3.58M +$633K +24,087 +22%
BFEC
379
Benjamin F. Edwards & Company
Missouri
$3.55M +$1.33M +50,673 +60%
KJWM
380
Kiley Juergens Wealth Management
Washington
$3.54M -$3.13M -118,872 -47%
FFS
381
Founders Financial Securities
Maryland
$3.54M +$503K +19,125 +17%
SWM
382
SeaCrest Wealth Management
New York
$3.54M +$570K +21,663 +19%
SAM
383
Secure Asset Management
Michigan
$3.52M +$1.87M +71,073 +113%
PPA
384
Parametric Portfolio Associates
Washington
$3.52M -$761K -28,959 -18%
ANTB
385
AMG National Trust Bank
Colorado
$3.45M +$369K +14,031 +12%
ACM
386
Alpha Capital Management
Texas
$3.44M -$129K -4,923 -4%
TF
387
Theory Financial
Colorado
$3.43M +$3.43M +130,530 New
SA
388
SRH Advisors
Kansas
$3.43M +$59.2K +2,250 +2%
PFO
389
Pathstone Family Office
New Jersey
$3.42M +$12.4K +465 +0.4%
BP
390
Broadleaf Partners
Ohio
$3.4M -$184K -7,002 -5%
SCM
391
Southport Capital Management
Tennessee
$3.4M +$885K +33,639 +35%
AF
392
Allworth Financial
California
$3.34M -$418K -15,879 -11%
WLIM
393
White Lighthouse Investment Management
Massachusetts
$3.34M -$29.1K -1,107 -0.9%
AWM
394
Apollon Wealth Management
South Carolina
$3.33M +$915K +34,779 +38%
SAF
395
Smith Anglin Financial
Texas
$3.32M +$1.42K +54 +0%
SEI Investments
396
SEI Investments
Pennsylvania
$3.32M -$527K -20,058 -14%
NCM
397
NCM Capital Management
New Jersey
$3.32M +$371K +14,094 +13%
IRC
398
Investors Research Corp
Georgia
$3.3M +$468K +17,790 +17%
NF
399
NTB Financial
Colorado
$3.29M +$83K +3,156 +3%
APIM
400
Agate Pass Investment Management
Washington
$3.27M +$721K +27,432 +28%
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