SCHD icon

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 %
FWSM
601
First Wilshire Securities Management
California
$1.15M – – –
FA
602
FDx Advisors
Illinois
$1.14M +$8.05K +306 +0.7%
KIC
603
Keating Investment Counselors
Florida
$1.13M -$245K -9,300 -18%
GGS
604
Galvin Gaustad & Stein
Arizona
$1.13M +$4.65K +177 +0.4%
DTC
605
Davidson Trust Company
Washington
$1.12M -$9.15K -348 -0.8%
MSS
606
Mitchell Sinkler & Starr
Pennsylvania
$1.12M +$326K +12,381 +41%
SMG
607
Smart Money Group
Texas
$1.1M +$14.1K +537 +1%
BAAM
608
Baker Avenue Asset Management
California
$1.1M +$947 +36 +0.1%
RWM
609
RKL Wealth Management
Pennsylvania
$1.1M +$228K +8,649 +26%
MCM
610
MAI Capital Management
Ohio
$1.09M +$42.2K +1,605 +4%
TF
611
TIAA FSB
Florida
$1.09M -$11.9K -453 -1%
GF
612
Gries Financial
Ohio
$1.09M – – –
FFWM
613
Future Financial Wealth Management
Ohio
$1.09M +$83.5K +3,174 +8%
CPIG
614
Chicago Partners Investment Group
Illinois
$1.08M +$80.4K +3,195 +8%
SMC
615
Smith, Moore & Co
Missouri
$1.07M +$816K +31,032 +319%
HPWM
616
Highland Private Wealth Management
Washington
$1.06M -$3.95K -150 -0.4%
GTAM
617
Global Trust Asset Management
Florida
$1.06M +$2.84K +108 +0.3%
SWA
618
Strategies Wealth Advisors
Michigan
$1.05M -$3.71K -141 -0.4%
KC
619
Kingfisher Capital
North Carolina
$1.05M +$2.13K +81 +0.2%
BC
620
Barnett & Company
Tennessee
$1.05M +$73.6K +2,799 +8%
LIA
621
LBMC Investment Advisors
Tennessee
$1.04M +$631 +24 +0.1%
KCPG
622
Kavar Capital Partners Group
Kansas
$1.04M – – –
MCP
623
Mirador Capital Partners
California
$1.04M -$53.5K -2,034 -5%
TFGT
624
TS Financial Group (TSFG)
Illinois
$1.04M +$710 +27 +0.1%
WCM
625
WealthBridge Capital Management
Ohio
$1.03M -$31.5K -1,200 -3%
23 24
25
26 27