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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 %
SWM
551
Silverlake Wealth Management
Vermont
$1.42M -$542K -20,622 -28%
CAM
552
Concorde Asset Management
Michigan
$1.42M +$14.3K +543 +1%
BCM
553
Brasada Capital Management
Texas
$1.41M +$635K +24,162 +82%
ACM
554
AlphaStar Capital Management
North Carolina
$1.4M -$833K -31,698 -37%
BWAM
555
Boyd Watterson Asset Management
Ohio
$1.39M – – –
AIM
556
Anchor Investment Management
South Carolina
$1.38M +$108K +4,098 +8%
HAS
557
HBW Advisory Services
California
$1.37M +$171K +6,504 +14%
NRA
558
NSI Retail Advisors
Pennsylvania
$1.37M – – –
CA
559
CSM Advisors
Pennsylvania
$1.37M – – –
AMG
560
Advisors Management Group
Wisconsin
$1.37M +$228K +8,655 +20%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$1.36M +$1.36M +51,891 New
APA
562
Astoria Portfolio Advisors
New York
$1.36M +$543K +20,646 +66%
SIC
563
Salem Investment Counselors
North Carolina
$1.36M +$81.3K +3,093 +6%
WFG
564
Wills Financial Group
Virginia
$1.35M -$64.8K -2,466 -5%
BTWM
565
Baker Tilly Wealth Management
Wisconsin
$1.35M +$21.9K +834 +2%
BW
566
Bison Wealth
Georgia
$1.34M +$224K +8,532 +20%
PIP
567
Peachtree Investment Partners
Florida
$1.33M +$934K +35,538 +234%
Nomura Asset Management
568
Nomura Asset Management
Japan
$1.33M – – –
OF
569
Outfitter Financial
Maine
$1.32M +$178K +6,780 +16%
WOSD
570
WFA of San Diego
California
$1.3M -$17.5K -666 -1%
YWP
571
YorkBridge Wealth Partners
New York
$1.3M +$41.4K +1,572 +3%
OFP
572
OLIO Financial Planning
Virginia
$1.3M +$801K +30,477 +161%
WT
573
Whittier Trust
California
$1.3M +$49.7K +1,890 +4%
GCA
574
Gradient Capital Advisors
California
$1.3M +$89.8K +3,417 +7%
BFPW
575
BOK Financial Private Wealth
Colorado
$1.29M +$149K +5,661 +13%
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