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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 %
SFMG
401
Sage Financial Management Group
Virginia
$2.82M +$2.82M +104,553 New
SWA
402
Stratos Wealth Advisors
Ohio
$2.81M +$205K +7,626 +8%
ACG
403
Allen Capital Group
Nebraska
$2.77M -$7.84K -291 -0.3%
IAP
404
Indie Asset Partners
Indiana
$2.74M +$42.4K +1,575 +2%
BCM
405
Breiter Capital Management
Florida
$2.72M -$62.4K -2,316 -2%
HA
406
Hofer & Associates
California
$2.72M +$2.72M +100,824 New
CFRPA
407
Castle Financial & Retirement Planning Associates
New Jersey
$2.72M +$2.72M +102,636 New
NCM
408
Northwest Capital Management
Oregon
$2.71M -$36.4K -1,392 -1%
HA
409
Hamel Associates
New Jersey
$2.7M +$49.5K +1,836 +2%
WA
410
WBH Advisory
Maryland
$2.66M +$48.5K +1,800 +2%
WCG
411
Weaver Consulting Group
California
$2.66M -$8.08K -300 -0.3%
Citigroup
412
Citigroup
New York
$2.65M +$263K +9,750 +11%
LWA
413
Lenox Wealth Advisors
New York
$2.64M – – –
EIA
414
Eldridge Investment Advisors
New Hampshire
$2.63M -$52.5K -1,950 -2%
ERIM
415
Eagle Ridge Investment Management
Connecticut
$2.63M +$98.2K +3,645 +4%
APIM
416
Agate Pass Investment Management
Washington
$2.61M +$2.61M +96,906 New
MS
417
Madden Securities
Texas
$2.59M -$471K -17,463 -15%
LWAC
418
Laurel Wealth Advisors (California)
California
$2.58M +$258K +9,573 +11%
SCM
419
Southport Capital Management
Tennessee
$2.58M -$85.8K -3,186 -3%
DFA
420
DHK Financial Advisors
New Hampshire
$2.57M +$2.57M +95,400 New
AL
421
ACAS LLC
California
$2.56M -$30.9K -1,146 -1%
GIA
422
Guyasuta Investment Advisors
Pennsylvania
$2.56M +$404K +15,000 +19%
NFG
423
Nations Financial Group
Iowa
$2.53M +$278K +10,308 +12%
FPCM
424
Financial Partners Capital Management
New York
$2.52M +$1.08M +40,173 +75%
CS
425
Comerica Securities
Michigan
$2.52M +$339K +12,591 +16%
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17
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