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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 %
PWA
401
Physician Wealth Advisors
Utah
$1.66M +$519K +20,685 +45%
LNC
402
Lincoln National Corp
Pennsylvania
$1.66M +$313K +12,423 +23%
BCMO
403
Buckingham Capital Management (Ohio)
Ohio
$1.66M -$150K -5,937 -8%
Fidelity Investments
404
Fidelity Investments
Massachusetts
$1.66M +$279K +11,055 +20%
KM
405
Kalos Management
Georgia
$1.65M -$26.3K -1,032 -2%
MIAN
406
Mariner Independent Advisor Network
Kansas
$1.65M +$55.4K +2,199 +3%
FIA
407
Foundations Investment Advisors
Arizona
$1.64M -$4.03K -159 -0.2%
APW
408
Austin Private Wealth
Texas
$1.63M +$1.63M +64,782 New
WF
409
Welch & Forbes
Massachusetts
$1.62M +$652K +25,860 +67%
SHA
410
Seneca House Advisors
Virginia
$1.61M -$151K -5,997 -9%
NFG
411
Next Financial Group
Texas
$1.59M +$156K +6,177 +11%
TC
412
TAP Consulting
Missouri
$1.59M -$24.3K -966 -2%
LCM
413
Liberty Capital Management
Michigan
$1.58M – – –
CCM
414
Ciovacco Capital Management
Georgia
$1.58M +$1.58M +62,547 New
SW
415
SVB Wealth
Massachusetts
$1.57M +$200K +7,950 +15%
NGA
416
Naples Global Advisors
Florida
$1.53M -$29.9K -1,185 -2%
MSAM
417
Moloney Securities Asset Management
Missouri
$1.5M +$1.5M +59,412 New
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$13.6K -540 -0.9%
FWI
419
Facet Wealth Inc
Maryland
$1.49M -$248K -9,831 -14%
SFG
420
Sage Financial Group
Pennsylvania
$1.49M -$4.31K -171 -0.3%
SB
421
Strategic Blueprint
Georgia
$1.46M +$553K +21,948 +61%
LCM
422
Leisure Capital Management
California
$1.44M -$23.3K -924 -2%
NRA
423
NSI Retail Advisors
Pennsylvania
$1.43M +$1.43M +56,646 New
CA
424
CSM Advisors
Pennsylvania
$1.43M +$1.43M +56,646 New
NNP
425
Nachman Norwood & Parrott
South Carolina
$1.4M +$418K +16,599 +42%
15 16
17
18 19