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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 %
MWP
526
Meridian Wealth Partners
Pennsylvania
$1.63M -$868 -33 -0.1%
ACM
527
Absolute Capital Management
Pennsylvania
$1.63M -$8.21K -312 -0.5%
GI
528
Gradient Investments
Minnesota
$1.63M +$428K +16,263 +36%
AWM
529
Aevitas Wealth Management
Massachusetts
$1.61M +$1.12M +42,432 +225%
LDFR
530
Lehman & Derafelo Financial Resources
Pennsylvania
$1.61M -$78.9K -3,000 -5%
EWM
531
Empirical Wealth Management
Washington
$1.59M +$644K +24,492 +68%
LCM
532
Liberty Capital Management
Michigan
$1.57M -$23.9K -909 -2%
SFG
533
Sage Financial Group
Pennsylvania
$1.56M +$4.81K +183 +0.3%
US Bancorp
534
US Bancorp
Minnesota
$1.54M +$289K +10,986 +23%
BCMO
535
Buckingham Capital Management (Ohio)
Ohio
$1.53M -$113K -4,317 -7%
GM
536
GeoWealth Management
Illinois
$1.53M -$7.54M -286,794 -83%
IGWM
537
ICA Group Wealth Management
Colorado
$1.51M +$1.51M +57,864 New
PCG
538
Prosperity Consulting Group
Maryland
$1.5M +$122K +4,635 +9%
LGWM
539
Litman Gregory Wealth Management
California
$1.48M +$757K +28,800 +105%
RGF
540
Retirement Guys Formula
Ohio
$1.47M -$2.15M -81,663 -59%
BWM
541
BNC Wealth Management
Oregon
$1.47M -$39.3K -1,494 -3%
PWM
542
Perigon Wealth Management
California
$1.46M +$299K +11,352 +26%
ACA
543
Atlas Capital Advisors
Wyoming
$1.46M – – –
MCM
544
Mengis Capital Management
Oregon
$1.45M +$557K +21,186 +62%
TC
545
Trust Company
Kansas
$1.45M +$1.32M +50,214 +1,021%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$1.44M +$5.6K +213 +0.4%
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M -$77.4K -2,940 -5%
FWI
548
Facet Wealth Inc
Maryland
$1.43M -$72.8K -2,769 -5%
BBPWM
549
Blue Bell Private Wealth Management
Pennsylvania
$1.43M +$49.5K +1,881 +4%
IWM
550
IHT Wealth Management
Illinois
$1.42M +$494K +18,801 +53%
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