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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 %
MCM
576
Mengis Capital Management
Oregon
$602K +$15.2K +603 +3%
Rockefeller Capital Management
577
Rockefeller Capital Management
New York
$591K +$498K +19,797 +535%
AA
578
Ancora Advisors
Ohio
$587K +$31.1K +1,233 +6%
GVAG
579
Great Valley Advisor Group
Delaware
$587K +$140K +5,619 +31%
CAMG
580
CWA Asset Management Group
Florida
$581K +$70.5K +2,784 +14%
TPWA
581
TRUE Private Wealth Advisors
Oregon
$579K – – –
PWM
582
Perigon Wealth Management
California
$578K +$80.9K +3,210 +16%
JG
583
Jefferies Group
New York
$571K – – –
BCP
584
Blue Chip Partners
Michigan
$570K -$35.7K -1,416 -6%
WCM
585
Windham Capital Management
Massachusetts
$567K – – –
PCA
586
Personal Capital Advisors
California
$567K +$162K +6,435 +40%
S
587
SignatureFD
Georgia
$565K -$45.6K -1,812 -7%
FFC
588
First Financial Corp
Indiana
$565K +$5.83K +231 +1%
WCM
589
Whitener Capital Management
North Carolina
$564K +$28.9K +1,146 +5%
DTC
590
Davidson Trust Company
Washington
$562K -$435K -17,277 -44%
HIM
591
HawsGoodwin Investment Management
Tennessee
$562K – – –
CCA
592
Cobblestone Capital Advisors
New York
$551K -$5.98K -237 -1%
CAI
593
Capital Advisors Inc
Oklahoma
$545K +$132K +5,229 +32%
SAM
594
SignalPoint Asset Management
Missouri
$536K +$4.69K +186 +0.9%
SL
595
Salomon & Ludwin
Virginia
$536K +$67.5K +2,679 +14%
KCM
596
Kanawha Capital Management
Virginia
$535K -$59.3K -2,355 -10%
SWM
597
Soundmark Wealth Management
Washington
$531K +$154K +6,126 +41%
TF
598
Trek Financial
Arizona
$527K +$36.3K +1,440 +7%
CWA
599
Core Wealth Advisors
Florida
$525K -$8.71K -345 -2%
RCM
600
Rain Capital Management
Oregon
$520K +$205K +8,127 +65%
22 23
24
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