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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M

Top Buyers

1
MIH
Meitav Investment House
Israel
+$129M
2
MFG
Merit Financial Group
Georgia
+$122M
3
LPL Financial
LPL Financial
California
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
476
Spire Wealth Management
Virginia
$2.28M +$382K +15,981 +20%
HL
477
HeadInvest LLC
Maine
$2.27M +$59.5K +2,490 +3%
AG
478
Ascent Group
Virginia
$2.27M +$47.7K +1,923 +2%
WF
479
Welch & Forbes
Massachusetts
$2.26M – – –
KM
480
Kalos Management
Georgia
$2.23M +$375K +15,522 +20%
CWM
481
Chesapeake Wealth Management
Virginia
$2.2M +$396K +16,602 +22%
FWM
482
Fortress Wealth Management
California
$2.19M -$346K -14,496 -14%
SHFP
483
Second Half Financial Partners
Florida
$2.15M – – –
CIC
484
Cutler Investment Counsel
Oregon
$2.13M -$66.1K -2,769 -3%
BRWA
485
B. Riley Wealth Advisors
Florida
$2.13M +$575K +24,054 +37%
RCWM
486
Royal Capital Wealth Management
Indiana
$2.13M +$1.33M +55,851 +168%
ZIG
487
Zullo Investment Group
Pennsylvania
$2.11M +$39K +1,635 +2%
AC
488
Abbrea Capital
California
$2.11M +$320K +13,422 +18%
PWA
489
Physician Wealth Advisors
Utah
$2.1M +$41.8K +1,683 +2%
EFS
490
Essex Financial Services
Connecticut
$2.1M +$61K +2,553 +3%
OC
491
Oppenheimer & Co
New York
$2.09M +$341K +14,289 +20%
BCI
492
Brinker Capital Investments
Pennsylvania
$2.06M +$6.23K +261 +0.3%
CFO
493
Collective Family Office
Pennsylvania
$2.06M +$54.2K +2,271 +3%
US Bancorp
494
US Bancorp
Minnesota
$2.06M +$659K +27,588 +47%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$2.05M +$743K +31,107 +57%
TC
496
Trust Company
Kansas
$2.04M +$728K +30,498 +55%
PWM
497
Perigon Wealth Management
California
$2.04M +$711K +29,763 +53%
PCG
498
Prosperity Consulting Group
Maryland
$2.01M +$654K +27,399 +48%
Cerity Partners
499
Cerity Partners
New York
$2.01M +$460K +19,281 +30%
Bank of New York Mellon
500
Bank of New York Mellon
New York
$2M -$78.6K -3,291 -4%
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