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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 %
AWM
551
Aprio Wealth Management
Georgia
$703K +$703K +27,897 New
FPCM
552
Financial Partners Capital Management
New York
$699K +$699K +27,720 New
UWM
553
USAdvisors Wealth Management
Minnesota
$695K -$591K -23,472 -46%
SI
554
Stephens Inc
Arkansas
$687K +$104K +4,125 +18%
GTAM
555
Global Trust Asset Management
Florida
$687K +$266K +10,578 +63%
BFPW
556
BOK Financial Private Wealth
Colorado
$684K -$47.7K -1,893 -7%
RA
557
RFG Advisory
Alabama
$682K +$23K +912 +3%
WCFA
558
Walkner Condon Financial Advisors
Wisconsin
$670K +$378 +15 +0.1%
BFG
559
Bouchey Financial Group
New York
$665K -$22.5K -894 -3%
IC
560
Intersect Capital
California
$664K -$19.4K -771 -3%
PB
561
Pinnacle Bancorp
Nebraska
$654K -$41.6K -1,650 -6%
FC
562
Fusion Capital
South Carolina
$654K +$16.5K +654 +3%
GIA
563
Gladstone Institutional Advisory
Florida
$647K +$7.11K +282 +1%
MCP
564
Martin Capital Partners
Oregon
$647K +$10.6K +420 +2%
BFA
565
Beacon Financial Advisory
Ohio
$645K – – –
SIC
566
Sigma Investment Counselors
Michigan
$642K +$31.3K +1,242 +5%
HNB
567
Huntington National Bank
Ohio
$641K +$641K +14,214 New
GI
568
Gradient Investments
Minnesota
$630K +$98.9K +3,927 +19%
RP
569
Rowlandmiller & Partners
Georgia
$622K +$98.3K +3,900 +19%
RRA
570
Round Rock Advisors
Connecticut
$614K -$63.4K -2,517 -9%
SWA
571
Stratos Wealth Advisors
Ohio
$609K +$341K +13,521 +127%
RRWA
572
Rainey & Randall Wealth Advisors
Florida
$606K +$2.34K +93 +0.4%
WP
573
WMS Partners
Maryland
$605K +$21.7K +861 +4%
NFC
574
Northeast Financial Consultants
Connecticut
$604K +$79.7K +3,159 +15%
WCM
575
Weik Capital Management
Pennsylvania
$603K +$77.5K +3,075 +15%
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