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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
3
Morgan Stanley
New York
$405M
4
FFN
4
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
5
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
3
Manning & Napier Group
New York
$17.7M
4
MCC
4
Money Concepts Capital
Florida
$1.28M
5
PA
5
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$78.4M +$15.1M +573,822 +24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$75.2M +$11.4M +432,939 +18%
CTC
28
Central Trust Company
Missouri
$75.2M +$28.8M +1,094,154 +62%
RJA
29
Raymond James & Associates
Florida
$67M +$7.26M +276,003 +12%
Truist Financial
30
Truist Financial
North Carolina
$64.5M +$5.73M +217,845 +10%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$64.1M +$22.7M +863,229 +55%
DADC
32
D.A. Davidson & Co
Montana
$56.6M +$3.82M +145,317 +7%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$56.5M +$28.1M +1,070,427 +99%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$53.2M +$14.3M +545,391 +37%
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
$50.4M +$5.94M +225,759 +13%
CFO
36
CVA Family Office
Colorado
$48.7M +$5.16M +196,221 +12%
HFS
37
Howard Financial Services
Texas
$47.8M +$5.14M +195,393 +12%
KAS
38
Kestra Advisory Services
Texas
$47.5M +$8.86M +336,843 +23%
TF
39
TimeScale Financial
Massachusetts
$44.2M -$514K -19,545 -1%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$43.3M +$2.76M +105,057 +7%
MML Investors Services
41
MML Investors Services
Massachusetts
$42.2M +$6.42M +244,239 +18%
HWM
42
HB Wealth Management
Georgia
$41.3M +$21.3M +811,137 +107%
LFS
43
Legacy Financial Strategies
Kansas
$41.1M +$1.68M +63,747 +4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$39.5M +$39.5M +1,500,813 New
SAM
45
Summit Asset Management
Tennessee
$38.7M +$853K +32,454 +2%
BFS
46
Bard Financial Services
Connecticut
$38.1M +$2.22M +84,507 +6%
MAM
47
Madison Asset Management
Wisconsin
$37.9M -$5.1M -194,070 -12%
HighTower Advisors
48
HighTower Advisors
Illinois
$37.8M +$3.36M +127,644 +10%
ETS
49
ESL Trust Services
New York
$37M +$275K +10,455 +0.7%
VA
50
Valmark Advisers
Ohio
$36.9M -$2.6K -99 -0%
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