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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 %
LNB
401
Ledyard National Bank
$3.27M +$492K +18,720 +18%
IF
402
Intrua Financial
Texas
$3.26M +$258K +9,807 +9%
MCCP
403
Mission Creek Capital Partners
California
$3.24M -$53.2K -2,022 -2%
SIM
404
Seaview Investment Managers
Florida
$3.24M +$100K +3,810 +3%
FPCM
405
Financial Partners Capital Management
New York
$3.17M +$706K +26,835 +29%
CA
406
Cambridge Advisors
Nebraska
$3.16M +$294K +11,187 +10%
H
407
HoyleCohen
California
$3.15M +$101K +3,840 +3%
PPP
408
Private Portfolio Partners
New Jersey
$3.13M +$307K +11,661 +11%
NF
409
Nikulski Financial
Iowa
$3.13M +$13.8K +525 +0.4%
TWM
410
Triton Wealth Management
Arizona
$3.11M – – –
MA
411
MAS Advisors
Florida
$3.09M +$764K +28,692 +33%
PAMG
412
Patton Albertson Miller Group
Tennessee
$3.09M -$113K -4,311 -4%
CA
413
CoreCap Advisors
Michigan
$3.07M -$196K -7,458 -6%
BFM
414
Boston Financial Management
Massachusetts
$3.05M +$3.05M +115,842 New
CPP
415
Capasso Planning Partners
South Carolina
$3.04M -$141K -5,370 -4%
XF
416
XML Financial
Maryland
$3.01M +$68.7K +2,613 +2%
SFMG
417
Sage Financial Management Group
Virginia
$3M +$249K +9,456 +9%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$2.99M -$24.1K -918 -0.8%
Fidelity Investments
419
Fidelity Investments
Massachusetts
$2.99M +$238K +9,045 +9%
LWM
420
Loveless Wealth Management
Montana
$2.95M +$171K +6,501 +6%
BSB
421
Bangor Savings Bank
Maine
$2.95M -$898K -34,137 -23%
ACM
422
Advisors Capital Management
New Jersey
$2.92M +$52.5K +1,995 +2%
JPLA
423
Joseph P. Lucia & Associates
New York
$2.92M +$515K +19,587 +21%
BCM
424
Breiter Capital Management
Florida
$2.84M +$184K +6,999 +7%
SSI
425
Scott & Selber Inc
Texas
$2.82M +$69.1K +2,628 +3%
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