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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 %
BAM
501
Berkshire Asset Management
Pennsylvania
$1.98M +$1.98M +83,028 New
FNBOMD
502
First National Bank of Mount Dora
Florida
$1.98M +$14K +588 +0.7%
LWM
503
Laidlaw Wealth Management
New York
$1.97M +$46.2K +1,935 +2%
BWM
504
Baystate Wealth Management
Massachusetts
$1.96M +$23K +963 +1%
MCA
505
MSH Capital Advisors
Arizona
$1.96M +$410K +17,178 +27%
AWM
506
Aevitas Wealth Management
Massachusetts
$1.93M +$465K +19,488 +32%
AA
507
Auxano Advisors
Washington
$1.93M +$1.11M +46,698 +137%
PA
508
Planning Alternatives
Michigan
$1.92M -$6.16K -258 -0.3%
BW
509
Bison Wealth
Georgia
$1.9M +$685K +28,704 +56%
TFGT
510
TS Financial Group (TSFG)
Illinois
$1.89M +$948K +39,693 +101%
LF
511
LifeSteps Financial
California
$1.89M -$324K -13,569 -15%
DAS
512
Dynamic Advisor Solutions
Arizona
$1.88M -$245K -10,269 -12%
WTC
513
WhitTier Trust Company
Nevada
$1.84M +$750K +31,392 +69%
JIC
514
Johnson Investment Counsel
Ohio
$1.84M +$24.9K +1,041 +1%
IWM
515
IHT Wealth Management
Illinois
$1.84M +$546K +22,866 +42%
MCM
516
Maple Capital Management
Vermont
$1.82M -$30.8K -1,290 -2%
JIP
517
Jaffetilchin Investment Partners
Florida
$1.77M +$1.19M +49,788 +205%
CCM
518
Ciovacco Capital Management
Georgia
$1.76M +$1.3M +54,537 +282%
RW
519
RVW Wealth
California
$1.76M +$1.76M +73,617 New
BWL
520
Bogart Wealth LLC
Virginia
$1.72M +$1.7M +71,310 +14,149%
JCM
521
Janney Capital Management
Pennsylvania
$1.7M -$37.6K -1,575 -2%
CWM
522
Capital Wealth Management
Rhode Island
$1.7M -$5.44K -228 -0.3%
TAM
523
Townsend Asset Management
North Carolina
$1.7M -$66K -2,763 -4%
PFS
524
Prospera Financial Services
Texas
$1.7M -$225K -9,414 -12%
GIA
525
GHP Investment Advisors
Colorado
$1.64M -$107K -4,485 -6%
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