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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 %
ACA
426
Atlas Capital Advisors
Wyoming
$1.4M +$19.7K +780 +1%
CWP
427
Concord Wealth Partners
Virginia
$1.4M +$335K +13,293 +31%
WOSD
428
WFA of San Diego
California
$1.39M -$27.3K -1,083 -2%
MWP
429
Meridian Wealth Partners
Pennsylvania
$1.39M +$387K +15,345 +39%
JWCA
430
J.W. Cole Advisors
Florida
$1.38M +$613K +24,303 +80%
VAS
431
Vestmark Advisory Solutions
Massachusetts
$1.35M -$3.93K -156 -0.3%
WFG
432
Wills Financial Group
Virginia
$1.35M -$52.2K -2,073 -4%
SFSIG
433
San Francisco Sentry Investment Group
California
$1.35M +$19.4K +771 +1%
Citadel Advisors
434
Citadel Advisors
Florida
$1.35M +$1.35M +53,481 New
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$1.34M -$40.8K -1,620 -3%
GGS
436
Galvin Gaustad & Stein
Arizona
$1.26M -$6.58K -261 -0.5%
HPWM
437
Highland Private Wealth Management
Washington
$1.24M – – –
FWM
438
Frontier Wealth Management
Missouri
$1.24M -$52.8K -2,094 -4%
MWM
439
Meridian Wealth Management
Kentucky
$1.24M -$8.01K -318 -0.6%
CHA
440
Carmichael Hill & Associates
Maryland
$1.23M -$11.8K -468 -0.9%
KOMWMG
441
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$23.1K +915 +2%
BJL
442
Brighton Jones LLC
Washington
$1.22M +$24.7K +978 +2%
WCM
443
WealthBridge Capital Management
Ohio
$1.21M +$77.3K +3,066 +7%
SWRP
444
Summit Wealth & Retirement Planning
California
$1.2M -$76.9K -3,051 -6%
AWM
445
Adams Wealth Management
Utah
$1.2M -$37.1K -1,470 -3%
MCP
446
Mirador Capital Partners
California
$1.2M +$175K +6,927 +17%
CWA
447
Clearview Wealth Advisors
Oregon
$1.2M +$427K +16,965 +55%
WT
448
Whittier Trust
California
$1.2M +$758K +30,093 +173%
MMHP
449
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$88.1K +3,495 +8%
TFS
450
TrustCore Financial Services
Tennessee
$1.17M +$114K +4,527 +11%
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