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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.

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
1
Avantax Advisory Services
Texas
$268M
2
Bank of America
2
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$736M
5
WANY
5
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
4
CVA Family Office
Colorado
$9.13M
5
MNG
5
Manning & Napier Group
New York
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$54.8M 2,213,217 +61,230 +3%
Truist Financial
27
Truist Financial
North Carolina
$53.3M 2,151,954 +48,957 +2%
DADC
28
D.A. Davidson & Co
Montana
$50.9M 2,055,315 -3,831 -0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$50.3M 2,032,776 +17,580 +0.9%
KAS
30
Kestra Advisory Services
Texas
$44.4M 1,794,954 +832,434 +86%
RJA
31
Raymond James & Associates
Florida
$43.9M 1,774,878 +270,786 +18%
SL
32
Systelligence LLC
Minnesota
$42.6M 1,721,556 -16,872 -1%
TF
33
TimeScale Financial
Massachusetts
$42.5M 1,719,207 +17,220 +1%
WF
34
Whelan Financial
California
$40.9M 1,652,358 +1,652,358 New
CTC
35
Central Trust Company
Missouri
$40M 1,617,732 +115,659 +8%
IAN
36
Integrated Advisors Network
Texas
$39.5M 1,598,031 +201,750 +14%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$39.2M 1,584,129 +143,592 +10%
MAM
38
Madison Asset Management
Wisconsin
$39M 1,576,284 -249,837 -14%
GM
39
GeoWealth Management
Illinois
$39M 1,574,034 +1,574,034 New
HFS
40
Howard Financial Services
Texas
$37.3M 1,507,938 +76,887 +5%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$36.9M 1,490,832 +18,078 +1%
LFS
42
Legacy Financial Strategies
Kansas
$36.8M 1,487,082 +32,238 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$35.2M 1,421,724 -1,234,770 -46%
SAM
44
Summit Asset Management
Tennessee
$34.6M 1,399,650 +20,877 +2%
JFA
45
JNBA Financial Advisors
Minnesota
$34.6M 1,397,265 +37,431 +3%
ETS
46
ESL Trust Services
New York
$34.6M 1,397,100 -47,538 -3%
BFS
47
Bard Financial Services
Connecticut
$33.4M 1,349,199 +6,768 +0.5%
RM
48
Resource Management
Louisiana
$33.1M 1,336,533 +154,251 +13%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$33.1M 1,336,521 +260,232 +24%
JWM
50
Janiczek Wealth Management
Colorado
$32.7M 1,320,276 +20,700 +2%
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