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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 %
TA
426
TruWealth Advisors
Louisiana
$2.97M +$2.64M +110,670 +803%
SAF
427
Smith Anglin Financial
Texas
$2.97M -$43.3K -1,815 -1%
CS
428
Comerica Securities
Michigan
$2.95M +$675K +28,281 +30%
MFGM
429
Marshall Financial Group (Maryland)
Maryland
$2.92M +$1.04M +43,500 +55%
FPCM
430
Financial Partners Capital Management
New York
$2.92M +$48.8K +2,043 +2%
MIAN
431
Mariner Independent Advisor Network
Kansas
$2.89M +$315K +13,167 +12%
H
432
HoyleCohen
California
$2.89M +$26.7K +1,119 +0.9%
AF
433
Apexium Financial
Texas
$2.88M +$2.57M +107,673 +835%
Nomura Asset Management
434
Nomura Asset Management
Japan
$2.88M +$1.15M +33,600 +66%
IAP
435
Indie Asset Partners
Indiana
$2.87M +$326K +13,644 +13%
NF
436
Nikulski Financial
Iowa
$2.85M +$11.5K +480 +0.4%
SFMG
437
Sage Financial Management Group
Virginia
$2.85M +$124K +5,199 +5%
XF
438
XML Financial
Maryland
$2.84M +$108K +4,536 +4%
MCCP
439
Mission Creek Capital Partners
California
$2.82M -$127K -5,331 -4%
BP
440
Broadleaf Partners
Ohio
$2.81M -$277K -11,598 -9%
LWM
441
Loveless Wealth Management
Montana
$2.77M +$94.6K +3,960 +4%
ACM
442
Advisors Capital Management
New Jersey
$2.74M +$87.7K +3,672 +3%
RC
443
Rovin Capital
Arizona
$2.69M -$4.39M -184,074 -62%
WIM
444
Warwick Investment Management
Texas
$2.68M +$241K +10,080 +10%
SSI
445
Scott & Selber Inc
Texas
$2.66M +$94.3K +3,948 +4%
Fidelity Investments
446
Fidelity Investments
Massachusetts
$2.62M -$95.1K -3,981 -4%
PAMG
447
Patton Albertson Miller Group
Tennessee
$2.61M -$187K -7,839 -7%
Susquehanna International Group
448
Susquehanna International Group
Pennsylvania
$2.61M -$2.36M -98,823 -47%
Wolverine Trading
449
Wolverine Trading
Illinois
$2.61M +$2.61M +108,924 New
HA
450
Hamel Associates
New Jersey
$2.6M +$112K +4,689 +5%
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