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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 %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$1.21M +$77.3K +3,123 +7%
AIM
452
Anchor Investment Management
South Carolina
$1.21M +$186K +7,536 +18%
SWRP
453
Summit Wealth & Retirement Planning
California
$1.19M +$7.87K +318 +0.7%
CHA
454
Carmichael Hill & Associates
Maryland
$1.19M -$24.7K -996 -2%
OC
455
Oppenheimer & Co
New York
$1.18M +$182K +7,359 +18%
WT
456
Whittier Trust
California
$1.18M – – –
GGS
457
Galvin Gaustad & Stein
Arizona
$1.17M -$65.4K -2,643 -5%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$1.17M +$79.7K +3,219 +7%
FFN
459
Focus Financial Network
Minnesota
$1.17M +$44K +1,779 +4%
MMHP
460
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$18.2K +735 +2%
MCP
461
Mirador Capital Partners
California
$1.16M -$23.5K -951 -2%
FWM
462
Frontier Wealth Management
Missouri
$1.15M -$71.4K -2,886 -6%
KF
463
Krilogy Financial
Missouri
$1.12M +$1.93K +78 +0.2%
BWAM
464
Boyd Watterson Asset Management
Ohio
$1.12M – – –
CB
465
CNB Bank
Pennsylvania
$1.11M +$285K +11,535 +34%
CPIG
466
Chicago Partners Investment Group
Illinois
$1.11M +$363K +13,788 +49%
GDP
467
Great Diamond Partners
Maine
$1.11M +$3.78K +153 +0.3%
DTC
468
Davidson Trust Company
Washington
$1.11M +$555K +22,416 +100%
GCA
469
Gradient Capital Advisors
California
$1.1M +$24.3K +981 +2%
SFG
470
StrategIQ Financial Group
Indiana
$1.1M -$8.02K -324 -0.7%
AWM
471
Apollon Wealth Management
South Carolina
$1.1M +$32.2K +1,302 +3%
AMG
472
Advisors Management Group
Wisconsin
$1.09M +$45.9K +1,854 +4%
FWSM
473
First Wilshire Securities Management
California
$1.09M +$119K +4,800 +12%
BWA
474
Beam Wealth Advisors
Louisiana
$1.08M +$81.9K +3,309 +8%
YWP
475
YorkBridge Wealth Partners
New York
$1.08M +$29.6K +1,194 +3%
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