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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 %
RWM
626
RKL Wealth Management
Pennsylvania
$1.03M +$37K +1,548 +4%
CAI
627
Capital Advisors Inc
Oklahoma
$1.03M +$429K +17,946 +71%
FA
628
FDx Advisors
Illinois
$1.03M -$9.96K -417 -1%
PCMC
629
Private Capital Management (Colorado)
Colorado
$1.03M – – –
SWP
630
Summit Wealth Partners
Florida
$1.02M +$517K +21,648 +102%
SMG
631
Smart Money Group
Texas
$1.01M +$8.02K +336 +0.8%
BAAM
632
Baker Avenue Asset Management
California
$999K +$2.08K +87 +0.2%
TFA
633
Teamwork Financial Advisors
Texas
$990K +$72K +3,015 +8%
GF
634
Gries Financial
Ohio
$986K – – –
CS
635
Capital Square
Tennessee
$972K +$47.5K +1,992 +5%
KC
636
Kingfisher Capital
North Carolina
$970K +$17.3K +726 +2%
FTUS
637
Flow Traders U.S.
New York
$965K +$345K +14,457 +56%
FHC
638
First Heartland Consultants
Missouri
$959K +$33.6K +1,407 +4%
SWA
639
Strategies Wealth Advisors
Michigan
$959K +$2.87K +120 +0.3%
WKSWA
640
White Knight Strategic Wealth Advisors
New Jersey
$957K +$358K +15,003 +60%
MAS
641
Madden Advisory Services
Florida
$957K +$545K +22,818 +132%
ACM
642
Absolute Capital Management
Pennsylvania
$956K -$521K -21,810 -35%
PL
643
Plancorp LLC
Missouri
$956K +$46.4K +1,941 +5%
HPWM
644
Highland Private Wealth Management
Washington
$954K -$9.68K -405 -1%
WCM
645
WealthBridge Capital Management
Ohio
$952K +$19.4K +813 +2%
FC
646
Forte Capital
New York
$949K +$949K +39,738 New
MC
647
Miramar Capital
Illinois
$946K -$110K -4,602 -10%
KCPG
648
Kavar Capital Partners Group
Kansas
$944K – – –
HF
649
Halpern Financial
Virginia
$930K +$909K +38,070 +4,230%
KIC
650
Keating Investment Counselors
Florida
$925K -$103K -4,335 -10%
24 25
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