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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 %
CA
626
CapWealth Advisors
Tennessee
$869K -$128K -4,755 -13%
AA
627
ACT Advisors
North Carolina
$865K -$16.7M -621,120 -95%
FWA
628
FSC Wealth Advisors
New York
$864K +$864K +32,055 New
NSIM
629
North Star Investment Management
Illinois
$860K -$243 -9 -0%
KWM
630
Kingsview Wealth Management
Oregon
$857K +$103K +3,840 +14%
Fisher Asset Management
631
Fisher Asset Management
Washington
$852K -$100K -3,711 -10%
MFW
632
Meristem Family Wealth
Minnesota
$849K -$158K -5,850 -16%
TP
633
Tranquility Partners
Tennessee
$847K -$3.07K -114 -0.4%
FRA
634
Front Row Advisors
California
$846K +$81 +3 +0%
APA
635
Astoria Portfolio Advisors
New York
$838K +$838K +31,086 New
CAMG
636
CWA Asset Management Group
Florida
$837K +$67.2K +2,493 +9%
SL
637
Stevard LLC
Illinois
$834K -$106K -3,921 -11%
LAM
638
LifePro Asset Management
California
$831K +$34.9K +1,293 +4%
DSC
639
Duncker Streett & Co
Missouri
$829K +$3.31K +123 +0.4%
FWP
640
FAS Wealth Partners
Kansas
$824K -$3.07K -114 -0.4%
MSS
641
Mitchell Sinkler & Starr
Pennsylvania
$814K +$511K +18,969 +169%
SBIA
642
Sheaff Brock Investment Advisors
Indiana
$812K +$190K +7,056 +31%
SC
643
Siena Capital
Ohio
$811K +$811K +30,090 New
BCM
644
Brasada Capital Management
Texas
$805K – – –
NFC
645
Northeast Financial Consultants
Connecticut
$804K +$158K +5,874 +25%
BAM
646
Bellevue Asset Management
Washington
$803K +$5.17K +192 +0.6%
AA
647
Ancora Advisors
Ohio
$783K +$155K +5,772 +25%
AMC
648
Asset Management Corp
Illinois
$769K +$85K +3,153 +12%
WCM
649
Whitener Capital Management
North Carolina
$761K +$217K +8,037 +40%
NEGWA
650
New England Guild Wealth Advisors
Connecticut
$759K – – –
24 25
26
27 28