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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 %
LAM
551
LifePro Asset Management
California
$731K +$731K +29,538 New
PCA
552
Personal Capital Advisors
California
$729K +$173K +6,987 +31%
PWM
553
Perigon Wealth Management
California
$726K +$158K +6,396 +28%
MFA
554
Mayflower Financial Advisors
Massachusetts
$722K – – –
GI
555
Gradient Investments
Minnesota
$716K +$96.8K +3,912 +16%
CAMG
556
CWA Asset Management Group
Florida
$707K +$139K +5,616 +24%
SS
557
Sunbelt Securities
Texas
$706K – – –
TPWA
558
TRUE Private Wealth Advisors
Oregon
$704K +$136K +5,499 +24%
NEGWA
559
New England Guild Wealth Advisors
Connecticut
$697K – – –
CI
560
Chartist Inc
California
$694K -$392K -15,840 -36%
KWM
561
Kingsview Wealth Management
Oregon
$692K +$229K +9,258 +50%
GTAM
562
Global Trust Asset Management
Florida
$677K +$2.08K +84 +0.3%
CAI
563
Capital Advisors Inc
Oklahoma
$676K +$142K +5,724 +26%
SIA
564
Soltis Investment Advisors
Utah
$675K -$5.31M -214,818 -89%
FC
565
Fusion Capital
South Carolina
$670K +$27.7K +1,119 +4%
SFM
566
Signet Financial Management
New Jersey
$670K +$670K +27,069 New
ACM
567
Antonetti Capital Management
Florida
$668K +$668K +27,000 New
CAM
568
Concorde Asset Management
Michigan
$666K -$148K -5,970 -18%
WCFA
569
Walkner Condon Financial Advisors
Wisconsin
$661K +$744 +30 +0.1%
LA
570
LexAurum Advisors
Kansas
$661K +$661K +26,703 New
IC
571
Intersect Capital
California
$652K – – –
EWM
572
Empirical Wealth Management
Washington
$645K +$207K +8,373 +47%
GIA
573
Gladstone Institutional Advisory
Florida
$643K +$8.02K +324 +1%
PB
574
Pinnacle Bancorp
Nebraska
$642K – – –
BFG
575
Bouchey Financial Group
New York
$640K -$13.1K -528 -2%
21 22
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