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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$1.17B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$77.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$68.3M
4
LPL Financial
LPL Financial
California
+$48.1M
5
SCA
Stuart Chaussee & Associates
California
+$33.8M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$16.2M
2
MNG
Manning & Napier Group
New York
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
476
McKinley Carter Wealth Services
West Virginia
$1.04M -$142K -5,634 -12%
AIM
477
Anchor Investment Management
South Carolina
$1.04M +$15.7K +624 +2%
SL
478
Stevard LLC
Illinois
$1.04M +$1.04M +41,154 New
Lido Advisors
479
Lido Advisors
California
$1.03M -$75.5K -2,994 -7%
OC
480
Oppenheimer & Co
New York
$1.02M +$208K +8,265 +26%
BWA
481
Beam Wealth Advisors
Louisiana
$1.02M +$202K +8,022 +25%
PCMC
482
Private Capital Management (Colorado)
Colorado
$1.01M -$7.04K -279 -0.7%
GF
483
Gries Financial
Ohio
$1M – – –
BFA
484
Beaumont Financial Advisors
Massachusetts
$1M +$51.6K +2,046 +5%
FI
485
FormulaFolio Investments
Michigan
$998K -$46.9K -1,860 -4%
KC
486
Kingfisher Capital
North Carolina
$998K +$2.27K +90 +0.2%
KCPG
487
Kavar Capital Partners Group
Kansas
$996K +$76 +3 +0%
SIAG
488
Signet Investment Advisory Group
Rhode Island
$993K +$329K +13,068 +50%
Bessemer Group
489
Bessemer Group
New Jersey
$988K -$1.57M -62,208 -61%
FWSM
490
First Wilshire Securities Management
California
$985K – – –
CA
491
CapWealth Advisors
Tennessee
$982K -$128K -5,070 -12%
ACM
492
AlphaStar Capital Management
North Carolina
$982K +$43.5K +1,725 +5%
US Bancorp
493
US Bancorp
Minnesota
$968K -$152K -6,021 -14%
PCG
494
Private Capital Group
Connecticut
$962K -$173K -6,861 -15%
TFGT
495
TS Financial Group (TSFG)
Illinois
$962K +$6.58K +261 +0.7%
PFS
496
Prospera Financial Services
Texas
$955K +$63.2K +2,502 +7%
BC
497
Bartlett & Co
Ohio
$950K -$31.8K -1,263 -3%
BCWM
498
Bartlett & Co Wealth Management
Ohio
$950K -$31.8K -1,263 -3%
BOM
499
Bank of Marin
California
$946K -$74.2K -2,943 -7%
RWM
500
Rench Wealth Management
Texas
$941K -$77.6K -3,081 -8%
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