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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 %
EVM
651
Eaton Vance Management
Massachusetts
$406K +$93.8K +3,729 +30%
AP
652
Adero Partners
California
$403K +$124K +4,911 +44%
SWMG
653
Sanchez Wealth Management Group
Florida
$399K – – –
Jane Street
654
Jane Street
New York
$396K +$396K +15,696 New
FCM
655
Firestone Capital Management
Florida
$393K +$305K +12,123 +349%
CB
656
Commerce Bank
Missouri
$392K +$392K +15,543 New
CFG
657
Cooper Financial Group
California
$390K +$390K +15,483 New
HIC
658
Holderness Investments Company
North Carolina
$388K +$35.5K +1,410 +10%
SEP
659
Southland Equity Partners
Missouri
$386K – – –
GHA
660
GW Henssler & Associates
Georgia
$386K -$20.3K -807 -5%
DC
661
Davenport & Co
Virginia
$382K – – –
BAM
662
Barrett Asset Management
New York
$382K – – –
CCA
663
Checchi Capital Advisers
California
$379K +$756 +30 +0.2%
KFGK
664
Keystone Financial Group (Kentucky)
Kentucky
$374K -$4.09K -162 -1%
Bank of Montreal
665
Bank of Montreal
Ontario, Canada
$372K +$278K +10,803 +295%
LBC
666
Lowe Brockenbrough & Co
Virginia
$370K +$7.57K +300 +2%
WFA
667
West Financial Advisors
Iowa
$367K – – –
IWP
668
Insight Wealth Partners
Texas
$361K -$9.82K -390 -3%
SG
669
StoneX Group
New York
$360K +$360K +14,295 New
AW
670
ACG Wealth
Georgia
$353K +$1.21K +48 +0.3%
SC
671
Savant Capital
Illinois
$352K +$52.9K +2,100 +18%
SWA
672
Sutton Wealth Advisors
Florida
$350K +$76 +3 +0%
IIC
673
Ironwood Investment Counsel
Arizona
$346K -$21.8K -864 -6%
KFI
674
Key Financial Inc
Pennsylvania
$345K – – –
JCM
675
Jacobi Capital Management
Pennsylvania
$344K +$5.74K +228 +2%
25 26
27
28 29