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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 %
5L
626
55I LLC
Massachusetts
$466K +$25.8K +1,044 +6%
PP
627
Professional Planning
California
$465K +$134K +5,400 +40%
MFG
628
Merit Financial Group
Georgia
$460K +$3.86K +156 +0.8%
CAAS
629
Capital Asset Advisory Services
Michigan
$459K -$20.7K -837 -4%
SG
630
StoneX Group
New York
$458K +$104K +4,212 +29%
CA
631
Calton & Associates
Florida
$457K +$8.02K +324 +2%
AC
632
Alley Company
Illinois
$456K +$7.95K +321 +2%
MSA
633
Marino Stram & Associates
Massachusetts
$451K -$597K -24,156 -57%
GLA
634
Good Life Advisors
Pennsylvania
$451K +$4.75K +192 +1%
QAM
635
QCI Asset Management
New York
$450K +$2.53K +102 +0.6%
HTC
636
Haverford Trust Company
Pennsylvania
$443K -$17.1K -690 -4%
CCP
637
Clarkston Capital Partners
Michigan
$442K +$74 +3 +0%
IIC
638
Ironwood Investment Counsel
Arizona
$440K +$100K +4,050 +30%
SHWM
639
Silicon Hills Wealth Management
Texas
$439K -$14K -564 -3%
DC
640
Davenport & Co
Virginia
$439K +$63.9K +2,583 +17%
FHA
641
First Horizon Advisors
Tennessee
$438K +$31.1K +1,257 +8%
MGIA
642
Moneta Group Investment Advisors
Missouri
$435K +$18.7K +756 +4%
BTWM
643
Baker Tilly Wealth Management
Wisconsin
$435K +$109K +4,422 +34%
MCM
644
MAI Capital Management
Ohio
$434K +$122K +4,935 +39%
WCM
645
Whitener Capital Management
North Carolina
$432K -$46.8K -2,187 -10%
LAIC
646
Lederer & Associates Investment Counsel
California
$432K – – –
FWM
647
FFT Wealth Management
Pennsylvania
$432K – – –
BONH
648
Bank of New Hampshire
New Hampshire
$432K – – –
MWP
649
Madison Wealth Partners
Wisconsin
$431K +$204K +8,226 +89%
AWM
650
Aevitas Wealth Management
Massachusetts
$427K +$427K +17,238 New
24 25
26
27 28