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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 %
SI
576
Stephens Inc
Arkansas
$1.29M +$431K +16,383 +50%
BJL
577
Brighton Jones LLC
Washington
$1.29M +$35.6K +1,353 +3%
MCC
578
Money Concepts Capital
Florida
$1.28M -$16.5M -628,452 -93%
WP
579
WealthShield Partners
North Carolina
$1.28M +$1.28M +48,606 New
CB
580
CNB Bank
Pennsylvania
$1.27M +$67.4K +2,565 +6%
ISWM
581
Independent Solutions Wealth Management
New York
$1.27M +$134K +5,112 +12%
BWA
582
Beam Wealth Advisors
Louisiana
$1.26M -$64.7K -2,460 -5%
SBIA
583
Sheaff Brock Investment Advisors
Indiana
$1.25M +$461K +17,556 +58%
SHA
584
Seneca House Advisors
Virginia
$1.24M -$171K -6,489 -12%
SIAG
585
Signet Investment Advisory Group
Rhode Island
$1.24M +$22.1K +840 +2%
BCMLT
586
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.23M +$1.23M +46,578 New
HI
587
Hudock Inc
Pennsylvania
$1.22M +$218K +8,295 +22%
KF
588
Krilogy Financial
Missouri
$1.22M +$14.4K +549 +1%
PPW
589
Pasadena Private Wealth
California
$1.22M -$191K -7,266 -14%
FWM
590
Frontier Wealth Management
Missouri
$1.21M +$21.2K +810 +2%
SWM
591
Stockman Wealth Management
Montana
$1.21M -$259K -9,834 -18%
GDP
592
Great Diamond Partners
Maine
$1.21M -$32.2K -1,227 -3%
WTC
593
WhitTier Trust Company
Nevada
$1.2M – – –
RF
594
RHS Financial
California
$1.19M -$680K -25,872 -36%
GAM
595
Garrison Asset Management
Arkansas
$1.19M +$300K +11,412 +34%
SFG
596
StrategIQ Financial Group
Indiana
$1.18M +$4.73K +180 +0.4%
MMHP
597
Murphy Middleton Hinkle & Parker
Georgia
$1.17M -$87.2K -3,315 -7%
SWRP
598
Summit Wealth & Retirement Planning
California
$1.17M -$72.8K -2,769 -6%
MC
599
Miramar Capital
Illinois
$1.16M +$1.16M +44,217 New
MFA
600
Morling Financial Advisors
California
$1.16M -$34.5K -1,314 -3%
22 23
24
25 26