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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 %
WTC
551
WhitTier Trust Company
Nevada
$1.23M +$1.21M +44,724 +4,531%
GI
552
Gradient Investments
Minnesota
$1.23M +$450K +16,692 +58%
MFA
553
Morling Financial Advisors
California
$1.23M +$1.23M +45,519 New
FWM
554
Frontier Wealth Management
Missouri
$1.22M -$27.4K -1,017 -2%
CWM
555
Capital Wealth Management
Rhode Island
$1.2M +$1.2M +44,619 New
SFG
556
StrategIQ Financial Group
Indiana
$1.2M +$2.67K +99 +0.2%
PWM
557
Perigon Wealth Management
California
$1.19M +$403K +14,961 +51%
FWSM
558
First Wilshire Securities Management
California
$1.18M – – –
BFPW
559
BOK Financial Private Wealth
Colorado
$1.17M +$264K +9,810 +29%
AMG
560
Advisors Management Group
Wisconsin
$1.17M -$12.2K -453 -1%
OF
561
Outfitter Financial
Maine
$1.17M +$41.2K +1,530 +4%
ISWM
562
Independent Solutions Wealth Management
New York
$1.16M +$110K +4,083 +10%
FA
563
FDx Advisors
Illinois
$1.16M +$1.16M +43,074 New
DTC
564
Davidson Trust Company
Washington
$1.16M -$46.3K -1,719 -4%
GGS
565
Galvin Gaustad & Stein
Arizona
$1.15M -$124K -4,587 -10%
CP
566
Coho Partners
Pennsylvania
$1.15M +$1.15M +42,819 New
BW
567
Bison Wealth
Georgia
$1.14M +$326K +12,117 +40%
PCA
568
Personal Capital Advisors
California
$1.13M +$354K +13,485 +46%
TF
569
TIAA FSB
Florida
$1.13M +$117K +4,359 +12%
BAAM
570
Baker Avenue Asset Management
California
$1.12M – – –
MCP
571
Mirador Capital Partners
California
$1.12M -$141K -5,241 -11%
GF
572
Gries Financial
Ohio
$1.11M +$44.1K +1,638 +4%
SMG
573
Smart Money Group
Texas
$1.11M +$8.73K +324 +0.8%
LCM
574
Leisure Capital Management
California
$1.11M -$3.23K -120 -0.3%
IWC
575
Integrated Wealth Concepts
Massachusetts
$1.1M +$546K +20,256 +99%
21 22
23
24 25