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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 %
LCM
426
Liberty Capital Management
Michigan
$1.54M -$11.9K -480 -0.8%
MWP
427
Meridian Wealth Partners
Pennsylvania
$1.54M +$180K +7,293 +13%
APWA
428
Atlas Private Wealth Advisors
New Jersey
$1.46M +$1.46M +59,115 +140,750%
SFG
429
Sage Financial Group
Pennsylvania
$1.46M +$371 +15 +0%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.46M -$5.87K -237 -0.4%
FWI
431
Facet Wealth Inc
Maryland
$1.45M -$10.2K -411 -0.7%
SHA
432
Seneca House Advisors
Virginia
$1.44M -$140K -5,652 -9%
PPW
433
Pasadena Private Wealth
California
$1.4M -$5.04M -203,829 -78%
ACA
434
Atlas Capital Advisors
Wyoming
$1.38M +$1.71K +69 +0.1%
JIC
435
Johnson Investment Counsel
Ohio
$1.35M +$574K +23,193 +74%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$1.34M +$14.8K +597 +1%
AWA
437
Arkadios Wealth Advisors
Georgia
$1.33M +$995K +40,227 +301%
TC
438
TAP Consulting
Missouri
$1.32M -$235K -9,483 -15%
MWM
439
Meridian Wealth Management
Kentucky
$1.32M +$104K +4,188 +9%
FPCM
440
Financial Partners Capital Management
New York
$1.32M +$635K +25,659 +93%
WFG
441
Wills Financial Group
Virginia
$1.3M -$20.5K -828 -2%
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$1.3M -$12.9K -519 -1%
CA
443
CSM Advisors
Pennsylvania
$1.29M -$111K -4,500 -8%
NRA
444
NSI Retail Advisors
Pennsylvania
$1.29M -$111K -4,500 -8%
ACS
445
Archford Capital Strategies
Illinois
$1.29M +$1.29M +52,056 New
WOSD
446
WFA of San Diego
California
$1.29M -$81.1K -3,276 -6%
CFGS
447
Concourse Financial Group Securities
Alabama
$1.28M +$137K +5,547 +12%
NL
448
NWAM LLC
Washington
$1.27M +$185K +7,467 +17%
BJL
449
Brighton Jones LLC
Washington
$1.24M +$37K +1,497 +3%
KIC
450
Keating Investment Counselors
Florida
$1.22M +$80.5K +3,255 +7%
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