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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 %
RI
601
Ridgewood Investments
New Jersey
$516K – – –
FM
602
Foster & Motley
Ohio
$516K +$192K +7,626 +59%
AL
603
Aspiriant LLC
California
$514K -$443K -17,595 -46%
NSAM
604
North Star Asset Management
Wisconsin
$513K -$34.2K -1,359 -6%
Squarepoint
605
Squarepoint
New York
$507K – – –
RWRC
606
R.W. Roge & Company
New York
$501K -$4.87K -192 -1%
IA
607
IFG Advisory
Georgia
$494K -$41.9K -1,662 -8%
OCG
608
Opus Capital Group
Ohio
$492K +$43.4K +1,722 +10%
EWM
609
EPG Wealth Management
Georgia
$489K -$44.3K -1,758 -8%
CAAS
610
Capital Asset Advisory Services
Michigan
$489K +$6.43K +255 +1%
VFA
611
Valeo Financial Advisors
Indiana
$487K -$6.88K -273 -1%
WSTAM
612
Wilbanks Smith & Thomas Asset Management
Virginia
$485K +$52.4K +2,076 +12%
GAM
613
Grandview Asset Management
Pennsylvania
$484K -$15.9K -633 -3%
IFWM
614
Institute for Wealth Management
Colorado
$482K +$86.6K +3,432 +22%
CPIA
615
Cornell Pochily Investment Advisors
New York
$482K +$482K +19,131 New
SBIA
616
Sheaff Brock Investment Advisors
Indiana
$477K +$2.87K +114 +0.6%
KWM
617
Kingsview Wealth Management
Oregon
$474K -$91.8K -3,621 -16%
HTC
618
Haverford Trust Company
Pennsylvania
$468K +$153K +6,054 +48%
BFC
619
Bedel Financial Consulting
Indiana
$466K -$42.2K -1,674 -8%
AWM
620
Avior Wealth Management
Nebraska
$464K -$23.7K -939 -5%
MFG
621
Merit Financial Group
Georgia
$464K +$3.4K +135 +0.7%
SHWM
622
Silicon Hills Wealth Management
Texas
$461K -$2.65K -105 -0.6%
PTC
623
Private Trust Company
Ohio
$460K +$133K +5,274 +41%
CA
624
Calton & Associates
Florida
$459K -$12.4K -489 -3%
AC
625
Alley Company
Illinois
$456K -$5.45K -216 -1%
23 24
25
26 27