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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.

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
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
MNG
2
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$57.3M +$17.8M +705,120 +45%
HI
27
Harbour Investments
Wisconsin
$54.2M +$4.95M +196,473 +10%
Truist Financial
28
Truist Financial
North Carolina
$53M +$2.19M +86,898 +4%
DADC
29
D.A. Davidson & Co
Montana
$51.9M +$35.5K +1,410 +0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$50.8M +$15.6M +619,623 +44%
MAM
31
Madison Asset Management
Wisconsin
$46M +$3.32M +131,889 +8%
SL
32
Systelligence LLC
Minnesota
$43.8M +$15M +595,713 +52%
TF
33
TimeScale Financial
Massachusetts
$42.9M +$1.08M +42,966 +3%
RJA
34
Raymond James & Associates
Florida
$37.9M +$11M +435,183 +41%
CTC
35
Central Trust Company
Missouri
$37.9M +$2.36M +93,567 +7%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$37.1M +$2.29M +90,858 +7%
CFO
37
CVA Family Office
Colorado
$36.9M +$2.2M +87,108 +6%
LFS
38
Legacy Financial Strategies
Kansas
$36.7M +$1.27M +50,268 +4%
ETS
39
ESL Trust Services
New York
$36.4M +$178K +7,050 +0.5%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$36.3M +$3.71M +147,177 +11%
HFS
41
Howard Financial Services
Texas
$36.1M +$2.84M +112,563 +9%
SCA
42
Stuart Chaussee & Associates
California
$35.7M +$33.8M +1,340,739 +1,757%
IAN
43
Integrated Advisors Network
Texas
$35.2M +$9.65M +382,671 +38%
SAM
44
Summit Asset Management
Tennessee
$34.8M +$867K +34,383 +3%
JFA
45
JNBA Financial Advisors
Minnesota
$34.3M +$718K +28,476 +2%
BFS
46
Bard Financial Services
Connecticut
$33.8M +$928K +36,819 +3%
JWM
47
Janiczek Wealth Management
Colorado
$32.8M +$381K +15,108 +1%
MML Investors Services
48
MML Investors Services
Massachusetts
$32.3M +$1.74M +69,117 +6%
RM
49
Resource Management
Louisiana
$29.8M +$4.19M +166,371 +16%
VA
50
Valmark Advisers
Ohio
$29.7M +$5.22M +206,901 +21%
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