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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 %
FHA
526
Flagship Harbor Advisors
Massachusetts
$1.64M +$73.4K +3,072 +5%
CHA
527
Carmichael Hill & Associates
Maryland
$1.62M +$41.9K +1,755 +3%
SWA
528
Stratos Wealth Advisors
Ohio
$1.61M -$735K -30,780 -31%
KTC
529
Kistler-Tiffany Companies
Pennsylvania
$1.6M +$55.5K +2,325 +4%
MA
530
Modus Advisors
Minnesota
$1.6M -$358 -15 -0%
EA
531
Emerald Advisors
Washington
$1.59M +$30.5K +1,278 +2%
OFP
532
OLIO Financial Planning
Virginia
$1.58M +$403K +16,887 +34%
PWSG
533
Pacific Wealth Strategies Group
California
$1.58M +$8.52K +357 +0.5%
EWM
534
Empirical Wealth Management
Washington
$1.57M +$129K +5,412 +9%
NL
535
NWAM LLC
Washington
$1.57M +$16.3K +681 +1%
FIA
536
Foundations Investment Advisors
Arizona
$1.56M -$24.3K -1,014 -2%
NGA
537
Naples Global Advisors
Florida
$1.56M +$21.9K +915 +1%
CB
538
Commerce Bank
Missouri
$1.55M -$3.58K -150 -0.2%
AIM
539
AHL Investment Management
Florida
$1.55M -$1.43K -60 -0.1%
BFPW
540
BOK Financial Private Wealth
Colorado
$1.54M +$363K +15,180 +31%
MA
541
Momentum Advisors
New York
$1.53M +$1.53M +63,981 New
YWP
542
YorkBridge Wealth Partners
New York
$1.49M +$306K +12,801 +26%
MTIC
543
Missouri Trust & Investment Company
Missouri
$1.49M – – –
MWP
544
Meridian Wealth Partners
Pennsylvania
$1.48M +$1K +42 +0.1%
AF
545
Advisornet Financial
Minnesota
$1.48M -$3.46M -145,086 -70%
CMS
546
Capital Market Strategies
Florida
$1.48M -$61.7K -2,583 -4%
RWP
547
Revolve Wealth Partners
New Jersey
$1.47M -$75.3K -3,153 -5%
IGWM
548
ICA Group Wealth Management
Colorado
$1.47M -$19.9K -774 -1%
OAM
549
Oppenheimer Asset Management
New York
$1.47M +$1.13M +47,376 +337%
GI
550
Gradient Investments
Minnesota
$1.46M -$15.6K -654 -1%
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