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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 %
SEI Investments
401
SEI Investments
Pennsylvania
$3.37M +$352K +14,715 +12%
ANTB
402
AMG National Trust Bank
Colorado
$3.33M +$76.5K +3,084 +2%
IF
403
Intrua Financial
Texas
$3.3M +$341K +14,295 +12%
IRC
404
Investors Research Corp
Georgia
$3.3M +$302K +12,636 +10%
ACM
405
Alpha Capital Management
Texas
$3.25M +$133K +5,574 +4%
LNB
406
Ledyard National Bank
$3.25M +$278K +11,658 +9%
GPFA
407
Game Plan Financial Advisors
Ohio
$3.22M -$40.1K -1,686 -1%
SAM
408
Secure Asset Management
Michigan
$3.21M +$15.3K +642 +0.5%
SA
409
SRH Advisors
Kansas
$3.2M +$85.9K +3,597 +3%
SWM
410
SeaCrest Wealth Management
New York
$3.19M -$25.7K -1,077 -0.8%
TF
411
Theory Financial
Colorado
$3.18M +$61.5K +2,574 +2%
PGFC
412
Peapack-Gladstone Financial Corp
New Jersey
$3.18M +$1.65M +69,249 +108%
APIM
413
Agate Pass Investment Management
Washington
$3.17M +$205K +8,595 +7%
CA
414
Cambridge Advisors
Nebraska
$3.12M +$256K +10,722 +9%
TWM
415
Triton Wealth Management
Arizona
$3.12M +$208K +8,430 +7%
PFO
416
Pathstone Family Office
New Jersey
$3.11M +$60.7K +2,541 +2%
SIM
417
Seaview Investment Managers
Florida
$3.1M +$154K +6,444 +5%
SS
418
Sunbelt Securities
Texas
$3.06M +$867K +36,306 +40%
NF
419
NTB Financial
Colorado
$3.05M +$68.7K +2,877 +2%
NCM
420
NCM Capital Management
New Jersey
$3.04M +$25.4K +1,062 +0.8%
GB
421
Goepper Burkhardt
South Carolina
$3.03M +$590K +24,732 +24%
SOS
422
Silver Oak Securities
Tennessee
$3.02M +$2.24M +92,604 +286%
CPP
423
Capasso Planning Partners
South Carolina
$3.02M +$256K +10,704 +9%
WLIM
424
White Lighthouse Investment Management
Massachusetts
$2.99M -$39.1K -1,638 -1%
JPLA
425
Joseph P. Lucia & Associates
New York
$2.99M +$337K +14,124 +13%
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17
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