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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 %
ACI
376
Alpha Cubed Investments
California
$3.8M +$1.53M +64,143 +68%
CF
377
Centaurus Financial
California
$3.8M -$448K -18,759 -11%
LGA
378
Lebenthal Global Advisors
New York
$3.78M +$112K +4,704 +3%
AT
379
Arden Trust
Delaware
$3.77M -$54.2K -2,271 -1%
AIA
380
Armor Investment Advisors
North Carolina
$3.74M +$382K +15,987 +11%
SCA
381
Snowden Capital Advisors
New York
$3.74M -$36K -1,506 -1%
ML
382
McAdam LLC
Pennsylvania
$3.73M +$457K +19,125 +14%
FA
383
Fagan Associates
New York
$3.71M -$60.9K -2,550 -2%
FFS
384
Founders Financial Securities
Maryland
$3.67M +$460K +19,257 +14%
E
385
Ergoteles
New York
$3.67M +$3.67M +153,594 New
WT
386
Whittier Trust
California
$3.62M +$2.44M +102,387 +207%
GGI
387
GPM Growth Investors
Michigan
$3.6M +$98.5K +4,125 +3%
RC
388
Roundview Capital
New Jersey
$3.59M +$12.1K +507 +0.3%
MGIA
389
Moneta Group Investment Advisors
Missouri
$3.57M +$1.89M +79,344 +113%
ECML
390
Eagle Capital Management (Louisiana)
Louisiana
$3.51M -$33.1K -1,386 -0.9%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$3.51M +$792K +33,165 +29%
AA
392
Apriem Advisors
California
$3.5M -$316K -13,242 -8%
AWM
393
Apollon Wealth Management
South Carolina
$3.46M +$438K +18,348 +14%
DFA
394
DHK Financial Advisors
New Hampshire
$3.44M – – –
SMG
395
Spectrum Management Group
Indiana
$3.43M +$72 +3 +0%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$3.43M +$201K +8,430 +6%
NS
397
Newman & Schimel
Illinois
$3.42M +$77.8K +3,258 +2%
PPP
398
Private Portfolio Partners
New Jersey
$3.41M +$575K +24,072 +20%
JSL
399
JT Stratford LLC
Georgia
$3.4M -$105K -4,383 -3%
UBG
400
United Bank (Georgia)
Georgia
$3.38M -$15.7K -657 -0.5%
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