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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 %
CIA
451
Capital Investment Advisors
Georgia
$2.14M -$12.4K -459 -0.6%
SS
452
Sunbelt Securities
Texas
$2.14M +$1.4M +52,881 +188%
HL
453
HeadInvest LLC
Maine
$2.14M +$236K +8,745 +12%
Bank of New York Mellon
454
Bank of New York Mellon
New York
$2.13M -$180K -6,675 -8%
CWP
455
Concord Wealth Partners
Virginia
$2.12M +$436K +16,194 +26%
ZIG
456
Zullo Investment Group
Pennsylvania
$2.11M +$2.11M +78,447 New
PWA
457
Physician Wealth Advisors
Utah
$2.09M +$66.1K +2,427 +3%
CFP
458
Curran Financial Partners
South Carolina
$2.08M +$2.08M +77,331 New
WIM
459
Warwick Investment Management
Texas
$2.08M +$2.08M +77,046 New
MFGM
460
Marshall Financial Group (Maryland)
Maryland
$2.02M +$84.2K +3,126 +4%
GIA
461
GHP Investment Advisors
Colorado
$2.01M +$13.4K +498 +0.7%
SWM
462
Silverlake Wealth Management
Vermont
$2.01M +$2.01M +74,613 New
GB
463
Goepper Burkhardt
South Carolina
$2M +$146K +5,412 +8%
WF
464
Welch & Forbes
Massachusetts
$2M +$265K +9,831 +15%
AC
465
Abbrea Capital
California
$2M -$43.8K -1,626 -2%
JCM
466
Janney Capital Management
Pennsylvania
$1.98M -$80.5K -2,988 -4%
TAM
467
Townsend Asset Management
North Carolina
$1.98M +$21.5K +798 +1%
CWM
468
Chesapeake Wealth Management
Virginia
$1.97M +$17.2K +639 +0.9%
RF
469
RHS Financial
California
$1.92M -$703K -26,088 -27%
FC
470
Financial Consulate
Maryland
$1.91M -$12.7K -471 -0.7%
SW
471
SVB Wealth
Massachusetts
$1.91M +$57.3K +2,127 +3%
LA
472
LexAurum Advisors
Kansas
$1.89M +$1.17M +43,398 +163%
PA
473
Parallel Advisors
California
$1.86M +$16.6K +615 +0.9%
KTC
474
Kistler-Tiffany Companies
Pennsylvania
$1.84M -$263K -9,756 -12%
OC
475
Oppenheimer & Co
New York
$1.84M +$550K +20,400 +43%
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