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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 %
SHA
601
Seneca House Advisors
Virginia
$1.16M +$27.5K +1,152 +2%
WOC
602
West Oak Capital
California
$1.15M +$772K +32,334 +203%
WAM
603
Worth Asset Management
Texas
$1.13M -$4.03M -168,687 -78%
BCA
604
Bay Colony Advisors
Massachusetts
$1.12M +$234K +9,426 +26%
BC
605
Barnett & Company
Tennessee
$1.12M +$170K +7,110 +18%
CPIG
606
Chicago Partners Investment Group
Illinois
$1.12M +$50.3K +2,028 +5%
FAIM
607
Financial Advocates Investment Management
Washington
$1.11M -$5.63M -235,629 -83%
FWM
608
Frontier Wealth Management
Missouri
$1.11M +$10K +420 +0.9%
PIP
609
Peachtree Investment Partners
Florida
$1.11M -$105K -4,413 -9%
WOSD
610
WFA of San Diego
California
$1.1M -$82.7K -3,465 -7%
BWA
611
Beam Wealth Advisors
Louisiana
$1.09M -$55.7K -2,331 -5%
FFWM
612
Future Financial Wealth Management
Ohio
$1.09M – – –
GDP
613
Great Diamond Partners
Maine
$1.08M -$13.2K -552 -1%
GAM
614
Garrison Asset Management
Arkansas
$1.08M -$2.72K -114 -0.3%
ZIMP
615
Zimmermann Investment Management & Planning
Pennsylvania
$1.08M +$840K +35,202 +353%
SWM
616
Stockman Wealth Management
Montana
$1.07M -$27.4K -1,146 -2%
SFG
617
StrategIQ Financial Group
Indiana
$1.07M – – –
MMHP
618
Murphy Middleton Hinkle & Parker
Georgia
$1.07M +$502 +21 +0%
LGWM
619
Litman Gregory Wealth Management
California
$1.05M -$287K -12,000 -21%
SMC
620
Smith, Moore & Co
Missouri
$1.05M +$78.9K +3,306 +8%
FWSM
621
First Wilshire Securities Management
California
$1.05M – – –
CNFG
622
Creegan & Nassoura Financial Group
New Hampshire
$1.04M +$1.04M +43,557 New
HAIM
623
Hunter Associates Investment Management
Pennsylvania
$1.04M +$1.04M +43,398 New
SWRP
624
Summit Wealth & Retirement Planning
California
$1.04M -$26.6K -1,116 -3%
GGS
625
Galvin Gaustad & Stein
Arizona
$1.04M +$8.09K +339 +0.8%
23 24
25
26 27