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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 %
PCG
526
Prosperity Consulting Group
Maryland
$1.39M +$1.39M +52,305 New
SFS
527
Sowell Financial Services
Arkansas
$1.37M +$1.37M +50,709 New
HCM
528
Howard Capital Management
Georgia
$1.36M +$186K +6,798 +16%
Nomura Asset Management
529
Nomura Asset Management
Japan
$1.36M +$1.36M +50,550 New
BWA
530
Beam Wealth Advisors
Louisiana
$1.36M +$181K +6,702 +15%
BTWM
531
Baker Tilly Wealth Management
Wisconsin
$1.36M +$882K +32,721 +186%
WOSD
532
WFA of San Diego
California
$1.35M -$48.3K -1,791 -3%
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$1.34M +$65.1K +2,415 +5%
KNFPWM
534
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.33M +$1.33M +49,266 New
MCWA
535
Meadow Creek Wealth Advisors
Georgia
$1.31M +$1.31M +48,591 New
SIC
536
Salem Investment Counselors
North Carolina
$1.31M +$315K +11,685 +32%
AIM
537
Anchor Investment Management
South Carolina
$1.3M -$11.2K -417 -0.9%
MMHP
538
Murphy Middleton Hinkle & Parker
Georgia
$1.29M +$20.3K +753 +2%
YWP
539
YorkBridge Wealth Partners
New York
$1.29M +$116K +4,302 +10%
US Bancorp
540
US Bancorp
Minnesota
$1.28M +$269K +9,993 +27%
BJL
541
Brighton Jones LLC
Washington
$1.28M -$68K -2,523 -5%
WT
542
Whittier Trust
California
$1.28M – – –
SWRP
543
Summit Wealth & Retirement Planning
California
$1.27M -$20.3K -753 -2%
GDP
544
Great Diamond Partners
Maine
$1.27M +$61.6K +2,286 +5%
CW
545
CreativeOne Wealth
Kansas
$1.27M +$124K +4,599 +11%
SIAG
546
Signet Investment Advisory Group
Rhode Island
$1.25M +$130K +4,833 +12%
GCA
547
Gradient Capital Advisors
California
$1.24M +$36.5K +1,356 +3%
CB
548
CNB Bank
Pennsylvania
$1.24M +$24.9K +924 +2%
KF
549
Krilogy Financial
Missouri
$1.24M +$17.5K +651 +1%
HAS
550
HBW Advisory Services
California
$1.23M +$892K +33,090 +262%
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