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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 %
AWM
426
Apollon Wealth Management
South Carolina
$2.48M +$1.28M +47,487 +107%
JPLA
427
Joseph P. Lucia & Associates
New York
$2.47M +$733K +27,183 +42%
CWS
428
Cypress Wealth Services
California
$2.45M +$392K +14,565 +19%
Rockefeller Capital Management
429
Rockefeller Capital Management
New York
$2.44M +$662K +24,576 +37%
LA
430
Latitude Advisors
Florida
$2.41M +$48.5K +1,800 +2%
DAS
431
Dynamic Advisor Solutions
Arizona
$2.41M +$172K +6,387 +8%
LWM
432
Laidlaw Wealth Management
New York
$2.4M +$2.4M +88,959 New
ADL
433
Asset Dedication LLC
California
$2.37M +$18.1K +672 +0.8%
LF
434
LifeSteps Financial
California
$2.37M +$330K +12,264 +16%
MA
435
MAS Advisors
Florida
$2.35M +$2.35M +87,285 New
CFO
436
Collective Family Office
Pennsylvania
$2.34M -$15.8K -588 -0.7%
MCM
437
Maple Capital Management
Vermont
$2.34M +$105K +3,903 +5%
BCI
438
Brinker Capital Investments
Pennsylvania
$2.32M +$2.32M +86,265 New
PA
439
Planning Alternatives
Michigan
$2.32M -$88K -3,267 -4%
ACM
440
AlphaStar Capital Management
North Carolina
$2.31M -$499K -18,303 -18%
APW
441
Austin Private Wealth
Texas
$2.3M -$254K -9,414 -10%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$2.27M +$277K +10,293 +14%
BWM
443
Baystate Wealth Management
Massachusetts
$2.24M -$12K -447 -0.5%
MIAN
444
Mariner Independent Advisor Network
Kansas
$2.24M +$287K +10,659 +15%
IAIM
445
International Assets Investment Management
Florida
$2.23M +$414K +18,720 +23%
FNBOMD
446
First National Bank of Mount Dora
Florida
$2.21M – – –
BSW
447
Buckingham Strategic Wealth
Missouri
$2.18M +$22.6K +840 +1%
IA
448
IFG Advisory
Georgia
$2.18M +$111K +4,107 +5%
WIA
449
World Investment Advisors
California
$2.17M +$166K +6,360 +8%
EFS
450
Essex Financial Services
Connecticut
$2.15M +$22.6K +840 +1%
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