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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 %
MIAN
426
Mariner Independent Advisor Network
Kansas
$2.82M +$642K +24,438 +29%
IA
427
IFG Advisory
Georgia
$2.81M +$686K +26,094 +32%
IAP
428
Indie Asset Partners
Indiana
$2.8M +$128K +4,869 +5%
Luther King Capital Management (LKCM)
429
Luther King Capital Management (LKCM)
Texas
$2.8M -$2.85M – –
FWM
430
Fortress Wealth Management
California
$2.8M -$30.1K -1,143 -1%
HA
431
Hamel Associates
New Jersey
$2.74M +$101K +3,828 +4%
EIA
432
Eldridge Investment Advisors
New Hampshire
$2.74M +$165K +6,291 +6%
BWM
433
BerganKDV Wealth Management
Minnesota
$2.7M -$60K -2,280 -2%
NCM
434
Northwest Capital Management
Oregon
$2.7M -$26.8K -1,020 -1%
GB
435
Goepper Burkhardt
South Carolina
$2.69M +$735K +27,939 +38%
WIM
436
Warwick Investment Management
Texas
$2.69M +$662K +25,161 +33%
ACG
437
Allen Capital Group
Nebraska
$2.68M -$24.5K -933 -0.9%
EVC
438
Eidelman Virant Capital
Missouri
$2.67M -$533K -20,274 -17%
MS
439
Madden Securities
Texas
$2.63M +$104K +3,942 +4%
CWP
440
Concord Wealth Partners
Virginia
$2.61M +$543K +20,664 +26%
WA
441
WBH Advisory
Maryland
$2.6M +$40.2K +1,551 +2%
WCG
442
Weaver Consulting Group
California
$2.59M – – –
LWA
443
Lenox Wealth Advisors
New York
$2.59M – – –
SWA
444
Stratos Wealth Advisors
Ohio
$2.59M -$153K -5,799 -6%
APS
445
American Planning Services
Florida
$2.58M +$2.58M +97,908 New
ERIM
446
Eagle Ridge Investment Management
Connecticut
$2.56M – – –
AL
447
ACAS LLC
California
$2.52M +$15.3K +582 +0.6%
GIA
448
Guyasuta Investment Advisors
Pennsylvania
$2.52M +$20.1K +765 +0.8%
WIA
449
World Investment Advisors
California
$2.51M +$329K +12,519 +15%
CS
450
Comerica Securities
Michigan
$2.51M +$49.2K +1,872 +2%
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