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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 %
MCP
576
Martin Capital Partners
Oregon
$635K – – –
BFA
577
Beacon Financial Advisory
Ohio
$634K – – –
AMC
578
Asset Management Corp
Illinois
$628K +$382K +15,444 +156%
AIP
579
Almanack Investment Partners
Pennsylvania
$609K +$326K +13,170 +115%
DFG
580
Demars Financial Group
Washington
$607K -$105K -4,239 -15%
SAM
581
Sawgrass Asset Management
Florida
$601K -$228K -9,225 -28%
RRWA
582
Rainey & Randall Wealth Advisors
Florida
$598K +$2.53K +102 +0.4%
NFC
583
Northeast Financial Consultants
Connecticut
$593K – – –
HNB
584
Huntington National Bank
Ohio
$591K +$623 +15 +0.1%
WKWM
585
Walter & Keenan Wealth Management
Indiana
$590K +$327K +13,200 +124%
WCM
586
Weik Capital Management
Pennsylvania
$582K -$10.4K -420 -2%
FTUS
587
Flow Traders U.S.
New York
$579K +$579K +23,403 New
AA
588
Ancora Advisors
Ohio
$577K +$669 +27 +0.1%
RRA
589
Round Rock Advisors
Connecticut
$574K -$29K -1,173 -5%
LWP
590
Laurel Wealth Planning
Minnesota
$573K +$519K +20,970 +955%
SBIA
591
Sheaff Brock Investment Advisors
Indiana
$572K +$103K +4,173 +22%
Bank of Montreal
592
Bank of Montreal
Ontario, Canada
$569K +$205K +8,166 +56%
CPIA
593
Cornell Pochily Investment Advisors
New York
$568K +$94.3K +3,807 +20%
ECM
594
Evergreen Capital Management
Washington
$567K +$327K +13,191 +136%
SIC
595
Sigma Investment Counselors
Michigan
$565K -$65.9K -2,664 -10%
JG
596
Jefferies Group
New York
$560K – – –
GVAG
597
Great Valley Advisor Group
Delaware
$558K -$25.6K -1,035 -4%
WCM
598
Windham Capital Management
Massachusetts
$557K – – –
S
599
SignatureFD
Georgia
$555K – – –
HIM
600
HawsGoodwin Investment Management
Tennessee
$552K – – –
22 23
24
25 26