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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 %
ACI
451
Alpha Cubed Investments
California
$2.5M +$2.25M +85,479 +907%
LWAC
452
Laurel Wealth Advisors (California)
California
$2.49M -$32.1K -1,221 -1%
WF
453
Welch & Forbes
Massachusetts
$2.48M +$532K +20,220 +27%
CWS
454
Cypress Wealth Services
California
$2.48M +$89.2K +3,393 +4%
SS
455
Sunbelt Securities
Texas
$2.44M +$286K +10,743 +13%
LF
456
LifeSteps Financial
California
$2.44M +$129K +4,908 +6%
HL
457
HeadInvest LLC
Maine
$2.44M +$346K +13,170 +17%
CIC
458
Cutler Investment Counsel
Oregon
$2.42M +$2.19M +83,187 +929%
IWC
459
Integrated Wealth Concepts
Massachusetts
$2.35M +$1.28M +48,774 +120%
AG
460
Ascent Group
Virginia
$2.35M +$1.27M +48,297 +118%
DAS
461
Dynamic Advisor Solutions
Arizona
$2.35M -$3.95K -150 -0.2%
ADL
462
Asset Dedication LLC
California
$2.33M +$16K +609 +0.7%
CW
463
CreativeOne Wealth
Kansas
$2.31M +$1.07M +40,761 +87%
Bank of New York Mellon
464
Bank of New York Mellon
New York
$2.29M +$207K +7,887 +10%
ZIG
465
Zullo Investment Group
Pennsylvania
$2.28M +$214K +8,130 +10%
PA
466
Parallel Advisors
California
$2.27M +$432K +16,242 +24%
BCI
467
Brinker Capital Investments
Pennsylvania
$2.26M -$5.76K -219 -0.3%
BSW
468
Buckingham Strategic Wealth
Missouri
$2.26M +$135K +5,148 +6%
CIA
469
Capital Investment Advisors
Georgia
$2.25M +$154K +5,850 +7%
EFS
470
Essex Financial Services
Connecticut
$2.24M +$142K +5,394 +7%
IAIM
471
International Assets Investment Management
Florida
$2.22M +$245K +12,510 +12%
CFO
472
Collective Family Office
Pennsylvania
$2.21M -$75.7K -2,877 -3%
PWA
473
Physician Wealth Advisors
Utah
$2.18M +$163K +6,222 +8%
FNBOMD
474
First National Bank of Mount Dora
Florida
$2.17M +$13K +495 +0.6%
SHFP
475
Second Half Financial Partners
Florida
$2.15M +$2.15M +88,284 New
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