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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 %
Fisher Asset Management
526
Fisher Asset Management
Washington
$810K -$287K -11,373 -26%
GLA
527
Great Lakes Advisors
Illinois
$809K +$809K +32,112 New
SB
528
Sunflower Bank
Texas
$807K +$181K +7,185 +29%
PFG
529
Pacific Financial Group
Washington
$805K -$9.3K -369 -1%
Goldman Sachs
530
Goldman Sachs
New York
$805K +$33.2K +1,317 +4%
Cerity Partners
531
Cerity Partners
New York
$804K -$268K -10,626 -25%
FRA
532
Front Row Advisors
California
$800K +$28.4K +1,113 +4%
MFW
533
Meristem Family Wealth
Minnesota
$794K – – –
ISWM
534
Independent Solutions Wealth Management
New York
$794K +$203K +8,058 +34%
JIC
535
Johnson Investment Counsel
Ohio
$789K -$15.9K -630 -2%
PL
536
Plancorp LLC
Missouri
$780K +$2.12K +84 +0.3%
CF
537
Clarity Financial
Texas
$780K +$780K +30,963 New
TP
538
Tranquility Partners
Tennessee
$779K +$1.89K +75 +0.2%
HFBOT
539
Home Federal Bank of Tennessee
Tennessee
$775K -$3.25K -129 -0.4%
HA
540
Harborview Advisors
Maine
$769K -$78.4K -3,111 -9%
FWP
541
FAS Wealth Partners
Kansas
$768K +$5.52K +219 +0.7%
DWT
542
Dorsey & Whitney Trust
South Dakota
$763K -$55.1K -2,187 -7%
OPS
543
Orion Portfolio Solutions
Nebraska
$762K +$294K +11,682 +63%
BCM
544
Brasada Capital Management
Texas
$745K -$188K -7,455 -20%
BAM
545
Bellevue Asset Management
Washington
$741K +$16.3K +648 +2%
DFG
546
Demars Financial Group
Washington
$725K +$18.6K +738 +3%
CPIG
547
Chicago Partners Investment Group
Illinois
$719K +$66.4K +2,622 +10%
NEGWA
548
New England Guild Wealth Advisors
Connecticut
$710K – – –
SS
549
Sunbelt Securities
Texas
$706K +$214K +8,529 +44%
MFA
550
Mayflower Financial Advisors
Massachusetts
$705K +$41.6K +1,650 +6%
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