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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 %
BSB
451
Bangor Savings Bank
Maine
$2.59M -$90.4K -3,786 -3%
CA
452
CoreCap Advisors
Michigan
$2.57M -$218K -9,144 -8%
APS
453
American Planning Services
Florida
$2.57M +$233K +9,774 +10%
AOG
454
Alpha Omega Group
Virginia
$2.54M +$2.54M +106,446 New
MS
455
Madden Securities
Texas
$2.52M +$139K +5,823 +6%
WA
456
WBH Advisory
Maryland
$2.5M +$93.8K +3,903 +4%
LA
457
LexAurum Advisors
Kansas
$2.49M +$582K +24,369 +31%
EIA
458
Eldridge Investment Advisors
New Hampshire
$2.48M -$9.74K -408 -0.4%
ACG
459
Allen Capital Group
Nebraska
$2.46M +$22.6K +945 +0.9%
DC
460
Davenport & Co
Virginia
$2.45M +$519K +21,729 +27%
NCM
461
Northwest Capital Management
Oregon
$2.45M – – –
BSW
462
Buckingham Strategic Wealth
Missouri
$2.43M +$382K +15,984 +19%
Luther King Capital Management (LKCM)
463
Luther King Capital Management (LKCM)
Texas
$2.41M -$2.8M – –
DIA
464
Dana Investment Advisors
Wisconsin
$2.39M +$549K +22,974 +30%
BWM
465
BerganKDV Wealth Management
Minnesota
$2.39M -$61.5K -2,577 -3%
MA
466
MAS Advisors
Florida
$2.38M -$385K -16,131 -14%
EVC
467
Eidelman Virant Capital
Missouri
$2.38M -$36K -1,515 -1%
AL
468
ACAS LLC
California
$2.37M -$7.44K -300 -0.3%
TFA
469
Transamerica Financial Advisors
Florida
$2.36M +$2.36M +98,751 New
ERIM
470
Eagle Ridge Investment Management
Connecticut
$2.33M – – –
CWS
471
Cypress Wealth Services
California
$2.32M +$66.8K +2,799 +3%
WCG
472
Weaver Consulting Group
California
$2.32M -$33.7K -1,413 -1%
LWAC
473
Laurel Wealth Advisors (California)
California
$2.3M +$44.1K +1,848 +2%
GIA
474
Guyasuta Investment Advisors
Pennsylvania
$2.28M – – –
CIA
475
Capital Investment Advisors
Georgia
$2.28M +$245K +10,251 +12%
17 18
19
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