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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 %
FFC
601
First Financial Corp
Indiana
$547K -$7.72K -312 -1%
RCM
602
Rain Capital Management
Oregon
$545K +$34.5K +1,395 +7%
CCA
603
Cobblestone Capital Advisors
New York
$542K +$1.11K +45 +0.2%
TF
604
Trek Financial
Arizona
$539K +$21.2K +858 +4%
DWT
605
Dorsey & Whitney Trust
South Dakota
$535K -$214K -8,658 -29%
SAM
606
SignalPoint Asset Management
Missouri
$534K +$8.17K +330 +2%
CWA
607
Core Wealth Advisors
Florida
$534K +$19.1K +771 +4%
PWP
608
Personal Wealth Partners
Minnesota
$532K +$211K +8,532 +66%
SL
609
Salomon & Ludwin
Virginia
$526K – – –
KCM
610
Kanawha Capital Management
Virginia
$525K – – –
CFG
611
Cooper Financial Group
California
$525K +$142K +5,748 +37%
NSAM
612
North Star Asset Management
Wisconsin
$518K +$14.3K +579 +3%
RWRC
613
R.W. Roge & Company
New York
$509K – – –
BCP
614
Blue Chip Partners
Michigan
$506K -$54.1K -2,184 -10%
IWC
615
Integrated Wealth Concepts
Massachusetts
$505K +$203K +8,223 +67%
RI
616
Ridgewood Investments
New Jersey
$500K -$6.68K -270 -1%
Squarepoint
617
Squarepoint
New York
$497K – – –
SWM
618
Soundmark Wealth Management
Washington
$491K -$32.5K -1,314 -6%
OCG
619
Opus Capital Group
Ohio
$486K +$2.9K +117 +0.6%
DA
620
Doliver Advisors
Texas
$486K +$486K +19,632 New
EWM
621
EPG Wealth Management
Georgia
$481K +$965 +39 +0.2%
IFWM
622
Institute for Wealth Management
Colorado
$480K +$6.76K +273 +1%
VFA
623
Valeo Financial Advisors
Indiana
$479K +$743 +30 +0.2%
WSTAM
624
Wilbanks Smith & Thomas Asset Management
Virginia
$477K +$743 +30 +0.2%
AWM
625
Aprio Wealth Management
Georgia
$469K -$221K -8,928 -32%
23 24
25
26 27