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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 %
HI
501
Hudock Inc
Pennsylvania
$940K -$6.05K -240 -0.6%
IWM
502
IHT Wealth Management
Illinois
$918K +$84.9K +3,366 +10%
VCAM
503
Van Cleef Asset Management
Ohio
$914K -$50.9K -2,019 -5%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$914K -$8.32K -330 -0.9%
CS
505
Capital Square
Tennessee
$905K +$5.91K +234 +0.7%
OC
506
Oarsman Capital
Wisconsin
$898K +$36.2K +1,434 +4%
SIC
507
Salem Investment Counselors
North Carolina
$898K +$274K +10,863 +44%
BIM
508
Baldwin Investment Management
Pennsylvania
$885K +$9.83K +390 +1%
FFWM
509
Future Financial Wealth Management
Ohio
$879K +$21.9K +870 +3%
EAM
510
Evanson Asset Management
California
$866K -$425K -16,833 -33%
BCA
511
Bay Colony Advisors
Massachusetts
$866K -$42.9K -1,701 -5%
TF
512
TIAA FSB
Florida
$861K -$4.69K -186 -0.5%
CP
513
Corbenic Partners
Pennsylvania
$859K +$215K +8,514 +33%
GWM
514
Gray Wealth Management
Maine
$851K +$74.7K +2,961 +10%
AA
515
Auxano Advisors
Washington
$851K +$568K +22,521 +200%
SAM
516
Sawgrass Asset Management
Florida
$845K +$36.3K +1,440 +4%
SFP
517
Sandbox Financial Partners
Maryland
$845K +$845K +33,519 New
CB
518
CNB Bank
Pennsylvania
$843K +$843K +33,441 New
DSC
519
Duncker Streett & Co
Missouri
$838K -$38.1K -1,509 -4%
RWM
520
RKL Wealth Management
Pennsylvania
$835K -$155K -6,165 -16%
SMG
521
Smart Money Group
Texas
$833K +$136K +7,869 +19%
CAM
522
Concorde Asset Management
Michigan
$829K +$28.7K +1,137 +4%
GAM
523
Garrison Asset Management
Arkansas
$828K -$4.54K -180 -0.5%
BW
524
Bison Wealth
Georgia
$823K -$90.6K -3,591 -10%
TW
525
Transform Wealth
Colorado
$816K +$208K +8,250 +34%
19 20
21
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