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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 %
JWM
501
Jackson Wealth Management
Florida
$1.82M +$1.82M +69,270 New
GIA
502
Gladstone Institutional Advisory
Florida
$1.76M +$160K +6,090 +10%
MA
503
Modus Advisors
Minnesota
$1.76M -$9.78K -372 -0.6%
FIA
504
Foundations Investment Advisors
Arizona
$1.74M +$27.4K +1,044 +2%
CHA
505
Carmichael Hill & Associates
Maryland
$1.74M +$62.2K +2,364 +4%
PWSG
506
Pacific Wealth Strategies Group
California
$1.73M -$1.03M -39,042 -37%
FHA
507
Flagship Harbor Advisors
Massachusetts
$1.73M -$7.81M -296,838 -82%
JWCA
508
J.W. Cole Advisors
Florida
$1.72M -$1.59M -60,504 -48%
OWM
509
Opes Wealth Management
California
$1.71M +$25.6K +975 +2%
EA
510
Emerald Advisors
Washington
$1.71M +$142K +5,406 +9%
CB
511
Commerce Bank
Missouri
$1.71M +$18.3K +696 +1%
WP
512
WealthSource Partners
California
$1.71M +$1.71M +65,082 New
Cerity Partners
513
Cerity Partners
New York
$1.71M +$174K +6,624 +11%
NL
514
NWAM LLC
Washington
$1.71M +$279K +10,605 +19%
CAMV
515
Concord Asset Management (Virginia)
Virginia
$1.71M +$266K +10,119 +18%
BRWA
516
B. Riley Wealth Advisors
Florida
$1.71M -$3.45M -131,103 -67%
RWP
517
Revolve Wealth Partners
New Jersey
$1.71M +$326K +12,384 +24%
AIM
518
AHL Investment Management
Florida
$1.7M -$55.7K -2,118 -3%
MCA
519
MSH Capital Advisors
Arizona
$1.7M +$231K +8,799 +16%
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$1.7M -$94.7K -3,600 -5%
NGA
521
Naples Global Advisors
Florida
$1.7M -$85.4K -3,246 -5%
CMS
522
Capital Market Strategies
Florida
$1.7M -$31.5K -1,197 -2%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$1.68M +$372K +14,136 +28%
MWM
524
Meridian Wealth Management
Kentucky
$1.67M +$233K +8,862 +16%
MTIC
525
Missouri Trust & Investment Company
Missouri
$1.64M – – –
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