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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 %
Cerity Partners
501
Cerity Partners
New York
$1.57M +$666K +24,735 +73%
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M -$32.7K -1,212 -2%
JIC
503
Johnson Investment Counsel
Ohio
$1.55M +$83.7K +3,108 +6%
BWM
504
BNC Wealth Management
Oregon
$1.55M +$1.55M +57,354 New
FWI
505
Facet Wealth Inc
Maryland
$1.54M -$38.7K -1,437 -2%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$1.53M +$210K +7,803 +16%
MCA
507
MSH Capital Advisors
Arizona
$1.51M +$1.51M +55,992 New
SWM
508
Stockman Wealth Management
Montana
$1.5M -$188K -6,960 -11%
ACA
509
Atlas Capital Advisors
Wyoming
$1.49M -$4.85K -180 -0.3%
CAMV
510
Concord Asset Management (Virginia)
Virginia
$1.48M +$1.48M +54,873 New
VAS
511
Vestmark Advisory Solutions
Massachusetts
$1.47M +$10.4K +387 +0.7%
MWM
512
Meridian Wealth Management
Kentucky
$1.47M +$31K +1,149 +2%
NL
513
NWAM LLC
Washington
$1.47M +$81.5K +3,024 +6%
SHA
514
Seneca House Advisors
Virginia
$1.45M -$115K -4,254 -7%
FFN
515
Focus Financial Network
Minnesota
$1.45M +$172K +6,381 +13%
WFG
516
Wills Financial Group
Virginia
$1.45M +$25.1K +933 +2%
PPW
517
Pasadena Private Wealth
California
$1.44M -$85.7K -3,183 -6%
CAM
518
Concorde Asset Management
Michigan
$1.44M +$710K +26,349 +98%
BWAM
519
Boyd Watterson Asset Management
Ohio
$1.42M +$204K +7,566 +17%
BBPWM
520
Blue Bell Private Wealth Management
Pennsylvania
$1.41M -$1.45K -54 -0.1%
RWP
521
Revolve Wealth Partners
New Jersey
$1.41M +$1.41M +52,476 New
KIC
522
Keating Investment Counselors
Florida
$1.41M +$88K +3,267 +7%
CA
523
CSM Advisors
Pennsylvania
$1.41M – – –
NRA
524
NSI Retail Advisors
Pennsylvania
$1.41M – – –
ACS
525
Archford Capital Strategies
Illinois
$1.4M -$1.7K -63 -0.1%
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