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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 %
PL
601
Plancorp LLC
Missouri
$988K +$3.8K +141 +0.4%
CMBA
602
C.M. Bidwell & Associates
Hawaii
$973K -$3.72K -138 -0.4%
EWM
603
Empirical Wealth Management
Washington
$967K +$265K +9,825 +38%
OFG
604
Orcam Financial Group
California
$960K +$960K +35,637 New
GBWM
605
Granite Bay Wealth Management
New Hampshire
$960K +$960K +35,640 New
GWM
606
Gray Wealth Management
Maine
$956K -$4.44K -165 -0.5%
HWM
607
Horizon Wealth Management
Illinois
$955K +$955K +35,442 New
IWM
608
IHT Wealth Management
Illinois
$950K +$24.2K +900 +3%
VCAM
609
Van Cleef Asset Management
Ohio
$946K -$14.9K -552 -2%
PCG
610
Private Capital Group
Connecticut
$945K -$72.1K -2,673 -7%
UIA
611
Ulland Investment Advisors
Minnesota
$944K +$944K +35,055 New
Citadel Advisors
612
Citadel Advisors
Florida
$938K +$938K +34,800 New
TFS
613
TrustCore Financial Services
Tennessee
$936K -$185K -6,876 -17%
BCA
614
Bay Colony Advisors
Massachusetts
$924K +$74.4K +2,760 +9%
CP
615
Corbenic Partners
Pennsylvania
$918K – – –
MCM
616
Mengis Capital Management
Oregon
$916K -$16.6K -615 -2%
AA
617
Auxano Advisors
Washington
$915K +$2.83K +105 +0.3%
GAM
618
Garrison Asset Management
Arkansas
$913K +$38.9K +1,443 +4%
TC
619
TAP Consulting
Missouri
$908K -$535K -19,833 -37%
NSAM
620
North Star Asset Management
Wisconsin
$900K +$336K +12,465 +60%
OC
621
Oarsman Capital
Wisconsin
$892K +$11.2K +414 +1%
RWM
622
RKL Wealth Management
Pennsylvania
$890K -$3.07K -114 -0.3%
SI
623
Stephens Inc
Arkansas
$878K +$50.9K +1,890 +6%
SB
624
Sunflower Bank
Texas
$873K -$90.5K -3,357 -9%
TW
625
Transform Wealth
Colorado
$873K +$7.6K +282 +0.9%
23 24
25
26 27