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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 %
QAM
626
QCI Asset Management
New York
$456K +$1.97K +78 +0.4%
GLA
627
Good Life Advisors
Pennsylvania
$455K -$16.1K -639 -3%
EWF
628
Epstein & White Financial
California
$451K +$90.9K +3,600 +25%
CCP
629
Clarkston Capital Partners
Michigan
$450K -$3.48K -138 -0.8%
5L
630
55I LLC
Massachusetts
$449K +$449K +17,805 New
EWM
631
Empirical Wealth Management
Washington
$446K +$3.78K +150 +0.9%
LAIC
632
Lederer & Associates Investment Counsel
California
$440K -$4.92K -195 -1%
FWM
633
FFT Wealth Management
Pennsylvania
$440K – – –
RWA
634
River Wealth Advisors
Pennsylvania
$440K +$5.9K +234 +1%
VCM
635
Vigilant Capital Management
Maine
$438K +$1.21K +48 +0.3%
BONH
636
Bank of New Hampshire
New Hampshire
$432K +$432K +17,130 New
MAS
637
Madden Advisory Services
Florida
$429K – – –
GC
638
Gratus Capital
Georgia
$427K +$9.07K +360 +2%
BDFN
639
Bond & Devick Financial Network
Minnesota
$426K +$104K +4,134 +32%
ZIM
640
Zacks Investment Management
Illinois
$425K – – –
CWM
641
Centric Wealth Management
Illinois
$424K -$1.84M -72,993 -81%
MGIA
642
Moneta Group Investment Advisors
Missouri
$424K -$4.31K -171 -1%
VPIM
643
Vanguard Personalized Indexing Management
California
$418K +$16.2K +645 +4%
ARC
644
Advisor Resource Council
Texas
$415K +$415K +16,470 New
FHA
645
First Horizon Advisors
Tennessee
$414K +$105K +4,179 +34%
EI
646
Ellevest Inc
New York
$413K +$20.4K +810 +5%
SLA
647
Silver Lake Advisory
Utah
$412K -$32.5K -1,266 -7%
RWA
648
Redhawk Wealth Advisors
Minnesota
$408K -$11.9M -471,894 -97%
EIP
649
Ellis Investment Partners
Pennsylvania
$408K +$2.87K +114 +0.7%
DWP
650
Destiny Wealth Partners
Florida
$408K +$340K +13,509 +501%
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