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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.

New
Increased
Maintained
Reduced
Closed
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
Northwestern Mutual Wealth Management
Wisconsin
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
476
Baystate Wealth Management
Massachusetts
$2.13M -$54.8K -2,085 -3%
PA
477
Planning Alternatives
Michigan
$2.13M -$142K -5,406 -6%
DC
478
Davenport & Co
Virginia
$2.13M +$584K +22,227 +38%
PFS
479
Prospera Financial Services
Texas
$2.12M +$577K +21,951 +37%
LWM
480
Laidlaw Wealth Management
New York
$2.11M -$226K -8,592 -10%
MSAM
481
Moloney Securities Asset Management
Missouri
$2.11M +$2.11M +80,208 New
LA
482
LexAurum Advisors
Kansas
$2.1M +$254K +9,669 +14%
SWM
483
Spire Wealth Management
Virginia
$2.09M -$4.68M -178,110 -69%
MFGM
484
Marshall Financial Group (Maryland)
Maryland
$2.08M +$110K +4,176 +6%
IAS
485
Investment Advisory Services
Texas
$2.06M +$2.06M +78,336 New
MCM
486
Maple Capital Management
Vermont
$2.03M -$250K -9,498 -11%
DIA
487
Dana Investment Advisors
Wisconsin
$2.03M +$2.03M +77,286 New
JIC
488
Johnson Investment Counsel
Ohio
$2M +$484K +18,414 +32%
KM
489
Kalos Management
Georgia
$1.99M +$270K +10,395 +16%
CWM
490
Chesapeake Wealth Management
Virginia
$1.99M +$60.9K +2,316 +3%
AC
491
Abbrea Capital
California
$1.97M +$15.3K +582 +0.8%
TAM
492
Townsend Asset Management
North Carolina
$1.95M +$14.2K +540 +0.7%
GIA
493
GHP Investment Advisors
Colorado
$1.93M -$40.1K -1,524 -2%
OC
494
Oppenheimer & Co
New York
$1.92M +$129K +4,893 +7%
Millennium Management
495
Millennium Management
New York
$1.92M -$1.35M -51,174 -41%
JCM
496
Janney Capital Management
Pennsylvania
$1.92M -$17.4K -660 -0.9%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$1.88M +$387K +14,736 +26%
CWM
498
Capital Wealth Management
Rhode Island
$1.88M +$707K +26,892 +60%
SW
499
SVB Wealth
Massachusetts
$1.88M +$11.4K +435 +0.6%
MGIA
500
Moneta Group Investment Advisors
Missouri
$1.84M +$1.28M +48,519 +226%
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