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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.

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
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$64.9M 2,408,103 +375,327 +18%
RJA
27
Raymond James & Associates
Florida
$61.3M 2,273,652 +498,774 +28%
Truist Financial
28
Truist Financial
North Carolina
$60.2M 2,233,917 +81,963 +4%
DADC
29
D.A. Davidson & Co
Montana
$54.1M 2,006,058 -49,257 -2%
CTC
30
Central Trust Company
Missouri
$47.6M 1,766,520 +148,788 +9%
TF
31
TimeScale Financial
Massachusetts
$45.8M 1,701,117 -18,090 -1%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$45.6M 1,691,217 +107,088 +7%
CFO
33
CVA Family Office
Colorado
$44.6M 1,654,569 +1,159,188 +234%
MAM
34
Madison Asset Management
Wisconsin
$44.1M 1,635,147 +58,863 +4%
HFS
35
Howard Financial Services
Texas
$43.7M 1,622,766 +114,828 +8%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$42.4M 1,575,168 +238,647 +18%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$41.5M 1,541,673 +50,841 +3%
RM
38
Resource Management
Louisiana
$41M 1,522,740 +186,207 +14%
LFS
39
Legacy Financial Strategies
Kansas
$40.3M 1,497,462 +10,380 +0.7%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$39.9M 1,479,066 +511,017 +53%
KAS
41
Kestra Advisory Services
Texas
$39.5M 1,467,828 -327,126 -18%
JFA
42
JNBA Financial Advisors
Minnesota
$39.1M 1,452,684 +55,419 +4%
SAM
43
Summit Asset Management
Tennessee
$38.8M 1,439,526 +39,876 +3%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$38.5M 1,430,745 +1,327,791 +1,290%
VA
45
Valmark Advisers
Ohio
$37.8M 1,403,022 +89,199 +7%
ETS
46
ESL Trust Services
New York
$37.6M 1,396,050 -1,050 -0.1%
BFS
47
Bard Financial Services
Connecticut
$36.8M 1,365,273 +16,074 +1%
MML Investors Services
48
MML Investors Services
Massachusetts
$36.6M 1,360,023 +126,936 +10%
JWM
49
Janiczek Wealth Management
Colorado
$36.1M 1,339,452 +19,176 +1%
IAN
50
Integrated Advisors Network
Texas
$35.5M 1,317,408 -280,623 -18%
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