SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$89.9M
2
LPL Financial
LPL Financial
California
+$52.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$52M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$35.8M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.41B
2
HI
Harbour Investments
Wisconsin
-$55.4M
3
GM
GeoWealth Management
Illinois
-$33.1M
4
SL
Systelligence LLC
Minnesota
-$23.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
476
Naples Global Advisors
Florida
$1.83M -$35.9K -1,332 -2%
MA
477
Modus Advisors
Minnesota
$1.81M -$137K -5,094 -7%
AIM
478
AHL Investment Management
Florida
$1.8M +$1.8M +66,933 New
FIA
479
Foundations Investment Advisors
Arizona
$1.78M +$23.8K +873 +1%
CMS
480
Capital Market Strategies
Florida
$1.77M +$1.77M +65,706 New
NFG
481
Next Financial Group
Texas
$1.75M +$40.3K +1,494 +2%
KM
482
Kalos Management
Georgia
$1.74M +$34K +1,299 +2%
CB
483
Commerce Bank
Missouri
$1.73M +$868K +32,205 +100%
OWM
484
Opes Wealth Management
California
$1.73M +$11.4K +423 +0.7%
LDFR
485
Lehman & Derafelo Financial Resources
Pennsylvania
$1.73M – – –
CHA
486
Carmichael Hill & Associates
Maryland
$1.72M +$425K +15,789 +33%
SAM
487
Secure Asset Management
Michigan
$1.69M +$1.69M +62,676 New
BCMO
488
Buckingham Capital Management (Ohio)
Ohio
$1.69M -$67K -2,487 -4%
MTIC
489
Missouri Trust & Investment Company
Missouri
$1.68M +$1.68M +62,220 New
ACM
490
Absolute Capital Management
Pennsylvania
$1.67M +$1.67M +62,166 New
MP
491
McDonald Partners
Ohio
$1.67M +$1.67M +62,166 New
MWP
492
Meridian Wealth Partners
Pennsylvania
$1.67M -$4.93K -183 -0.3%
WWM
493
Western Wealth Management
Colorado
$1.64M +$1.64M +61,071 New
GIA
494
Gladstone Institutional Advisory
Florida
$1.64M +$940K +34,881 +134%
LCM
495
Liberty Capital Management
Michigan
$1.63M -$46.5K -1,725 -3%
EA
496
Emerald Advisors
Washington
$1.61M -$1.08M -39,990 -40%
OPS
497
Orion Portfolio Solutions
Nebraska
$1.6M +$637K +23,640 +66%
SFG
498
Sage Financial Group
Pennsylvania
$1.59M +$162 +6 +0%
PFS
499
Prospera Financial Services
Texas
$1.58M +$533K +19,764 +51%
DC
500
Davenport & Co
Virginia
$1.58M +$1.1M +40,842 +230%
18 19
20
21 22