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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 %
HCM
451
Howard Capital Management
Georgia
$1.16M +$1.16M +46,641 New
CFGS
452
Concourse Financial Group Securities
Alabama
$1.16M +$93.4K +3,705 +9%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$1.16M +$355K +14,073 +44%
KIC
454
Keating Investment Counselors
Florida
$1.16M -$413K -16,365 -26%
WWM
455
Windsor Wealth Management
Indiana
$1.15M +$498K +19,770 +77%
FFN
456
Focus Financial Network
Minnesota
$1.15M +$2.42K +96 +0.2%
BWAM
457
Boyd Watterson Asset Management
Ohio
$1.14M -$17.4K -690 -2%
KF
458
Krilogy Financial
Missouri
$1.14M +$1.82K +72 +0.2%
JPLA
459
Joseph P. Lucia & Associates
New York
$1.13M +$141K +5,583 +14%
SFG
460
StrategIQ Financial Group
Indiana
$1.13M -$8.32K -330 -0.7%
GDP
461
Great Diamond Partners
Maine
$1.13M +$194K +7,698 +21%
SWM
462
Spire Wealth Management
Virginia
$1.12M -$4.5M -178,719 -80%
Deutsche Bank
463
Deutsche Bank
Germany
$1.12M +$1.07M +42,453 +2,271%
PGFC
464
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$39K +1,548 +4%
NL
465
NWAM LLC
Washington
$1.11M +$70.9K +2,814 +7%
CI
466
Chartist Inc
California
$1.11M +$1.11M +43,878 New
GCA
467
Gradient Capital Advisors
California
$1.1M +$342K +13,593 +45%
CW
468
CreativeOne Wealth
Kansas
$1.09M -$56.6K -2,247 -5%
AWM
469
Apollon Wealth Management
South Carolina
$1.09M -$44.8K -1,779 -4%
OF
470
Outfitter Financial
Maine
$1.08M – – –
LA
471
Latitude Advisors
Florida
$1.08M +$156K +6,174 +17%
YWP
472
YorkBridge Wealth Partners
New York
$1.07M -$9.07K -360 -0.8%
MSA
473
Marino Stram & Associates
Massachusetts
$1.07M +$442K +17,553 +71%
MAFM
474
Mid Atlantic Financial Management
Pennsylvania
$1.07M -$1.97K -78 -0.2%
AMG
475
Advisors Management Group
Wisconsin
$1.06M +$176K +6,993 +20%
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