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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.

New
Increased
Maintained
Reduced
Closed
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
Avantax Advisory Services
Texas
+$245M
2
Bank of America
Bank of America
North Carolina
+$199M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$66.7M
5
WANY
Wealthspire Advisors (New York)
New York
+$60.7M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$35.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$30.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$27.9M
4
CFO
CVA Family Office
Colorado
-$17.9M
5
MNG
Manning & Napier Group
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
476
WealthBridge Capital Management
Ohio
$1.08M -$110K -4,428 -9%
HCM
477
Howard Capital Management
Georgia
$1.07M -$87.2K -3,519 -8%
BC
478
Barnett & Company
Tennessee
$1.07M -$1.95M -78,969 -65%
AWM
479
Adams Wealth Management
Utah
$1.05M -$128K -5,166 -11%
SWM
480
Spire Wealth Management
Virginia
$1.05M -$49.5K -2,001 -5%
CW
481
CreativeOne Wealth
Kansas
$1.05M -$21.9K -885 -2%
MAFM
482
Mid Atlantic Financial Management
Pennsylvania
$1.04M -$4.23K -171 -0.4%
TRCT
483
Tower Research Capital (TRC)
New York
$1.04M -$751K -30,333 -42%
OF
484
Outfitter Financial
Maine
$1.03M -$27.8K -1,125 -3%
BAAM
485
Baker Avenue Asset Management
California
$1.03M -$1.82M -73,806 -64%
TFS
486
TrustCore Financial Services
Tennessee
$1.03M -$113K -4,584 -10%
SIAG
487
Signet Investment Advisory Group
Rhode Island
$1.03M +$53.4K +2,157 +5%
LCM
488
Leisure Capital Management
California
$1.02M -$396K -16,023 -28%
Lido Advisors
489
Lido Advisors
California
$1.02M +$10.5K +423 +1%
SMG
490
Smart Money Group
Texas
$1.01M -$181K -7,323 -15%
AW
491
ACG Wealth
Georgia
$1.01M +$662K +26,742 +191%
PCMC
492
Private Capital Management (Colorado)
Colorado
$1.01M +$13K +525 +1%
HPWM
493
Highland Private Wealth Management
Washington
$1M -$219K -8,835 -18%
GF
494
Gries Financial
Ohio
$982K – – –
KC
495
Kingfisher Capital
North Carolina
$982K +$2.45K +99 +0.3%
KCPG
496
Kavar Capital Partners Group
Kansas
$978K – – –
TFGT
497
TS Financial Group (TSFG)
Illinois
$975K +$30.4K +1,230 +3%
ISWM
498
Independent Solutions Wealth Management
New York
$966K +$187K +7,563 +24%
PFS
499
Prospera Financial Services
Texas
$961K +$24.5K +990 +3%
MCWS
500
McKinley Carter Wealth Services
West Virginia
$939K -$84.2K -3,402 -8%
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