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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 %
YIH
576
Y-Intercept (HK)
Hong Kong
$1.09M +$1.09M +40,557 New
HPWM
577
Highland Private Wealth Management
Washington
$1.09M – – –
WCM
578
WealthBridge Capital Management
Ohio
$1.09M -$87.5K -3,246 -7%
SWA
579
Strategies Wealth Advisors
Michigan
$1.08M +$1.08M +40,179 New
GTAM
580
Global Trust Asset Management
Florida
$1.08M +$345K +12,789 +47%
MCM
581
MAI Capital Management
Ohio
$1.07M +$601K +22,299 +127%
KC
582
Kingfisher Capital
North Carolina
$1.07M +$2.75K +102 +0.3%
LIA
583
LBMC Investment Advisors
Tennessee
$1.07M +$437K +16,227 +70%
KCPG
584
Kavar Capital Partners Group
Kansas
$1.07M – – –
AG
585
Ascent Group
Virginia
$1.06M +$1.06M +41,061 New
TFGT
586
TS Financial Group (TSFG)
Illinois
$1.06M +$808 +30 +0.1%
AWM
587
Adams Wealth Management
Utah
$1.06M -$85K -3,156 -7%
PCMC
588
Private Capital Management (Colorado)
Colorado
$1.05M -$45.5K -1,689 -4%
Lido Advisors
589
Lido Advisors
California
$1.05M -$63.7K -2,367 -6%
Neuberger Berman Group
590
Neuberger Berman Group
New York
$1.04M +$1.04M +38,610 New
CS
591
Capital Square
Tennessee
$1.03M +$81.2K +3,000 +9%
HI
592
Hudock Inc
Pennsylvania
$1.03M +$38.8K +1,440 +4%
RWM
593
Rench Wealth Management
Texas
$1.03M +$17.4K +645 +2%
FFWM
594
Future Financial Wealth Management
Ohio
$1.03M +$87.2K +3,237 +9%
CPIG
595
Chicago Partners Investment Group
Illinois
$1.03M -$61.1K -2,370 -6%
BC
596
Barnett & Company
Tennessee
$998K -$163K -6,060 -14%
BCWM
597
Bartlett & Co Wealth Management
Ohio
$995K -$19.4K -720 -2%
BC
598
Bartlett & Co
Ohio
$995K -$19.4K -720 -2%
EAM
599
Evanson Asset Management
California
$991K +$727 +27 +0.1%
BFA
600
Beaumont Financial Advisors
Massachusetts
$988K -$8.73K -324 -0.9%
22 23
24
25 26