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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 %
LCM
551
Liberty Capital Management
Michigan
$1.46M +$32.2K +1,350 +2%
BCMO
552
Buckingham Capital Management (Ohio)
Ohio
$1.45M +$63.2K +2,646 +5%
LDFR
553
Lehman & Derafelo Financial Resources
Pennsylvania
$1.45M -$14.3K -600 -1%
SFPG
554
Stonebridge Financial Planning Group
Florida
$1.44M +$1.44M +60,321 New
Qube Research & Technologies (QRT)
555
Qube Research & Technologies (QRT)
United Kingdom
$1.41M -$6.42M -269,028 -82%
SFG
556
Sage Financial Group
Pennsylvania
$1.41M -$4.16K -174 -0.3%
AMC
557
Asset Management Corp
Illinois
$1.37M +$632K +26,457 +85%
AIM
558
Anchor Investment Management
South Carolina
$1.36M +$107K +4,479 +9%
BBPWM
559
Blue Bell Private Wealth Management
Pennsylvania
$1.34M +$39.9K +1,671 +3%
BWM
560
BNC Wealth Management
Oregon
$1.34M +$2.22K +93 +0.2%
OWM
561
Opes Wealth Management
California
$1.34M -$222K -9,276 -14%
SJIM
562
St. Johns Investment Management
Florida
$1.34M +$1.3M +54,597 +4,155%
ACA
563
Atlas Capital Advisors
Wyoming
$1.33M +$10K +420 +0.8%
SIC
564
Salem Investment Counselors
North Carolina
$1.33M +$99.3K +4,158 +8%
MCM
565
Mengis Capital Management
Oregon
$1.33M +$13.8K +579 +1%
DP
566
DDD Partners
Washington
$1.33M -$19.1M -801,372 -94%
ACM
567
AlphaStar Capital Management
North Carolina
$1.31M +$42.1K +1,764 +3%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.31M -$860 -36 -0.1%
APWA
569
Atlas Private Wealth Advisors
New Jersey
$1.31M -$15.1M -631,368 -92%
SBIA
570
Sheaff Brock Investment Advisors
Indiana
$1.29M +$154K +6,435 +13%
AMG
571
Advisors Management Group
Wisconsin
$1.29M +$42.9K +1,797 +3%
ISWM
572
Independent Solutions Wealth Management
New York
$1.29M +$136K +5,682 +12%
SWM
573
Silverlake Wealth Management
Vermont
$1.29M -$3.58K -150 -0.3%
MSS
574
Mitchell Sinkler & Starr
Pennsylvania
$1.29M +$268K +11,220 +26%
BJL
575
Brighton Jones LLC
Washington
$1.28M +$116K +4,845 +10%
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