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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 %
MA
401
Modus Advisors
Minnesota
$1.79M -$2.08K -84 -0.1%
MIAN
402
Mariner Independent Advisor Network
Kansas
$1.79M +$168K +6,777 +10%
MFGM
403
Marshall Financial Group (Maryland)
Maryland
$1.77M +$115K +4,662 +7%
FC
404
Financial Consulate
Maryland
$1.77M +$82.7K +3,342 +5%
IAIM
405
International Assets Investment Management
Florida
$1.77M -$94.3K -4,386 -5%
HL
406
HeadInvest LLC
Maine
$1.75M -$38.6K -1,560 -2%
Barclays
407
Barclays
United Kingdom
$1.73M -$2.81M -113,664 -62%
Renaissance Technologies
408
Renaissance Technologies
New York
$1.72M +$1.72M +69,300 New
NGA
409
Naples Global Advisors
Florida
$1.71M +$211K +8,532 +14%
GB
410
Goepper Burkhardt
South Carolina
$1.71M -$17K -687 -1%
SW
411
SVB Wealth
Massachusetts
$1.7M +$167K +6,750 +11%
KM
412
Kalos Management
Georgia
$1.7M +$3.46K +132 +0.2%
PA
413
Parallel Advisors
California
$1.7M -$155K -6,282 -8%
WWM
414
Windsor Wealth Management
Indiana
$1.67M +$524K +20,904 +46%
FHA
415
Flagship Harbor Advisors
Massachusetts
$1.67M – – –
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$1.63M +$1.05M +42,558 +181%
FIA
417
Foundations Investment Advisors
Arizona
$1.62M -$4.82K -192 -0.3%
BCMO
418
Buckingham Capital Management (Ohio)
Ohio
$1.61M -$17.2K -696 -1%
WF
419
Welch & Forbes
Massachusetts
$1.59M – – –
JPLA
420
Joseph P. Lucia & Associates
New York
$1.59M +$479K +19,365 +43%
LDFR
421
Lehman & Derafelo Financial Resources
Pennsylvania
$1.59M -$52K -2,100 -3%
OWM
422
Opes Wealth Management
California
$1.58M -$104K -4,185 -6%
NFG
423
Next Financial Group
Texas
$1.57M +$11.2K +453 +0.7%
SWM
424
Stockman Wealth Management
Montana
$1.55M -$661K -26,718 -30%
CWP
425
Concord Wealth Partners
Virginia
$1.54M +$169K +6,846 +12%
15 16
17
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