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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 %
PCG
501
Private Capital Group
Connecticut
$934K -$10.8K -438 -1%
BC
502
Bartlett & Co
Ohio
$932K -$743 -30 -0.1%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$932K -$742 -30 -0.1%
US Bancorp
504
US Bancorp
Minnesota
$931K -$19.7K -798 -2%
RWM
505
Rench Wealth Management
Texas
$927K +$3.27K +132 +0.4%
TF
506
TIAA FSB
Florida
$927K +$81.5K +3,291 +10%
MFW
507
Meristem Family Wealth
Minnesota
$924K +$145K +5,850 +19%
EAM
508
Evanson Asset Management
California
$922K +$60.8K +2,424 +7%
BFA
509
Beaumont Financial Advisors
Massachusetts
$916K -$67.1K -2,709 -7%
CA
510
CapWealth Advisors
Tennessee
$916K -$48.5K -1,959 -5%
SIC
511
Salem Investment Counselors
North Carolina
$912K +$30K +1,212 +3%
HI
512
Hudock Inc
Pennsylvania
$909K -$14.5K -585 -2%
PL
513
Plancorp LLC
Missouri
$904K +$138K +5,574 +18%
CMBA
514
C.M. Bidwell & Associates
Hawaii
$897K – – –
SB
515
Sunflower Bank
Texas
$885K +$92.7K +3,744 +12%
OPS
516
Orion Portfolio Solutions
Nebraska
$885K +$137K +5,547 +18%
GWM
517
Gray Wealth Management
Maine
$883K +$47.6K +1,923 +6%
VCAM
518
Van Cleef Asset Management
Ohio
$882K -$14.8K -597 -2%
CS
519
Capital Square
Tennessee
$881K -$17.4K -696 -2%
FFWM
520
Future Financial Wealth Management
Ohio
$879K – – –
Fisher Asset Management
521
Fisher Asset Management
Washington
$875K +$79.2K +3,201 +10%
BIM
522
Baldwin Investment Management
Pennsylvania
$869K +$223 +9 +0%
SL
523
Stevard LLC
Illinois
$863K -$155K -6,279 -15%
PFG
524
Pacific Financial Group
Washington
$862K +$71.5K +2,886 +9%
MCM
525
Mengis Capital Management
Oregon
$856K +$265K +10,704 +45%
19 20
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