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 %
PCMC
626
Private Capital Management (Colorado)
Colorado
$1.03M +$2.21K +84 +0.2%
FHC
627
First Heartland Consultants
Missouri
$1.02M +$432K +16,449 +74%
CS
628
Capital Square
Tennessee
$1.02M +$15.2K +579 +2%
TFA
629
Teamwork Financial Advisors
Texas
$1.01M -$1.76M -66,837 -63%
Lido Advisors
630
Lido Advisors
California
$1.01M -$15.1K -573 -1%
PL
631
Plancorp LLC
Missouri
$1M +$37.2K +1,416 +4%
AWM
632
Adams Wealth Management
Utah
$995K -$39.4K -1,500 -4%
GWM
633
Gray Wealth Management
Maine
$985K +$51.6K +1,962 +6%
AA
634
ACT Advisors
North Carolina
$985K +$141K +5,346 +17%
KWM
635
Kingsview Wealth Management
Oregon
$977K +$141K +5,364 +17%
BC
636
Bartlett & Co
Ohio
$972K +$710 +27 +0.1%
BCWM
637
Bartlett & Co Wealth Management
Ohio
$972K +$710 +27 +0.1%
BFA
638
Beaumont Financial Advisors
Massachusetts
$971K +$6.7K +255 +0.7%
GSEP
639
Golden State Equity Partners
California
$952K +$952K +36,192 New
CMBA
640
C.M. Bidwell & Associates
Hawaii
$948K -$1.58K -60 -0.2%
VCAM
641
Van Cleef Asset Management
Ohio
$944K +$21.1K +801 +2%
GBWM
642
Granite Bay Wealth Management
New Hampshire
$943K +$5.52K +210 +0.6%
BCA
643
Bay Colony Advisors
Massachusetts
$941K +$39.1K +1,488 +4%
VFA
644
Valeo Financial Advisors
Indiana
$939K +$283K +10,767 +43%
LAM
645
LifePro Asset Management
California
$935K +$124K +4,719 +15%
NP
646
NorthRock Partners
Minnesota
$934K +$659K +25,083 +240%
CAAS
647
Capital Asset Advisory Services
Michigan
$934K +$781K +29,700 +512%
HWM
648
Horizon Wealth Management
Illinois
$932K – – –
PCG
649
Private Capital Group
Connecticut
$930K +$8.05K +306 +0.9%
RWM
650
Rench Wealth Management
Texas
$929K -$73.1K -2,781 -7%
24 25
26
27 28