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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 %
WP
576
WealthSource Partners
California
$1.27M -$285K -11,952 -18%
LA
577
Latitude Advisors
Florida
$1.26M -$2.18M -91,224 -63%
DTC
578
Davidson Trust Company
Washington
$1.25M +$232K +9,702 +23%
MCM
579
MAI Capital Management
Ohio
$1.25M +$260K +10,902 +26%
CA
580
CSM Advisors
Pennsylvania
$1.25M – – –
NRA
581
NSI Retail Advisors
Pennsylvania
$1.25M – – –
FWI
582
Facet Wealth Inc
Maryland
$1.24M -$55.7K -2,334 -4%
APA
583
Astoria Portfolio Advisors
New York
$1.24M +$7.02K +294 +0.6%
PPW
584
Pasadena Private Wealth
California
$1.24M +$136K +5,676 +12%
CAM
585
Concorde Asset Management
Michigan
$1.24M -$47K -1,968 -4%
BCMLT
586
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.23M – – –
SI
587
Stephens Inc
Arkansas
$1.23M +$57K +2,388 +5%
WFG
588
Wills Financial Group
Virginia
$1.22M +$501 +21 +0%
BTWM
589
Baker Tilly Wealth Management
Wisconsin
$1.22M – – –
OF
590
Outfitter Financial
Maine
$1.22M +$26.9K +1,125 +2%
BWAM
591
Boyd Watterson Asset Management
Ohio
$1.21M -$46.9K -1,965 -4%
HI
592
Hudock Inc
Pennsylvania
$1.2M +$92.6K +3,879 +8%
GVAG
593
Great Valley Advisor Group
Delaware
$1.2M +$566K +23,688 +89%
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$1.2M -$513K -21,507 -30%
GCA
595
Gradient Capital Advisors
California
$1.2M +$16.8K +702 +1%
SIAG
596
Signet Investment Advisory Group
Rhode Island
$1.18M +$48.3K +2,025 +4%
RGF
597
Retirement Guys Formula
Ohio
$1.17M -$163K -6,843 -12%
TPA
598
Trivium Point Advisory
Connecticut
$1.17M -$2.34M -96,474 -67%
KF
599
Krilogy Financial
Missouri
$1.16M +$54.6K +2,286 +5%
WP
600
WealthShield Partners
North Carolina
$1.16M -$1.5K -63 -0.1%
22 23
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