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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 %
IWM
526
IHT Wealth Management
Illinois
$851K -$50.4K -2,037 -6%
CP
527
Corbenic Partners
Pennsylvania
$843K – – –
MW
528
MBL Wealth
North Carolina
$843K +$843K +34,050 New
AA
529
Auxano Advisors
Washington
$838K +$2.53K +102 +0.3%
BFPW
530
BOK Financial Private Wealth
Colorado
$835K +$164K +6,612 +24%
Cerity Partners
531
Cerity Partners
New York
$833K +$43.4K +1,755 +6%
RWM
532
RKL Wealth Management
Pennsylvania
$821K +$594 +24 +0.1%
BOM
533
Bank of Marin
California
$816K -$112K -4,536 -12%
OC
534
Oarsman Capital
Wisconsin
$809K -$72.6K -2,931 -8%
GAM
535
Garrison Asset Management
Arkansas
$803K -$9.65K -390 -1%
William Blair & Company
536
William Blair & Company
Illinois
$798K +$690K +27,879 +639%
HA
537
Harborview Advisors
Maine
$796K +$41K +1,656 +5%
CB
538
Commerce Bank
Missouri
$796K +$411K +16,614 +107%
TW
539
Transform Wealth
Colorado
$795K -$5.57K -225 -0.7%
NSIM
540
North Star Investment Management
Illinois
$790K +$509K +20,574 +181%
BCA
541
Bay Colony Advisors
Massachusetts
$780K -$69.9K -2,826 -8%
TP
542
Tranquility Partners
Tennessee
$780K +$15.3K +618 +2%
FRA
543
Front Row Advisors
California
$777K +$74 +3 +0%
HFBOT
544
Home Federal Bank of Tennessee
Tennessee
$760K – – –
FWP
545
FAS Wealth Partners
Kansas
$760K +$5.87K +237 +0.8%
DSC
546
Duncker Streett & Co
Missouri
$759K -$63.5K -2,565 -8%
SI
547
Stephens Inc
Arkansas
$759K +$84.6K +3,420 +13%
BW
548
Bison Wealth
Georgia
$748K -$60.2K -2,430 -7%
BAM
549
Bellevue Asset Management
Washington
$739K +$5.17K +207 +0.7%
BCM
550
Brasada Capital Management
Texas
$731K – – –
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