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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 %
HIC
651
Holderness Investments Company
North Carolina
$426K +$44.9K +1,815 +12%
GC
652
Gratus Capital
Georgia
$425K +$5.86K +237 +1%
CHJWM
653
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K +$140K +5,316 +49%
MAS
654
Madden Advisory Services
Florida
$422K +$965 +39 +0.2%
BDFN
655
Bond & Devick Financial Network
Minnesota
$418K – – –
ZIM
656
Zacks Investment Management
Illinois
$417K – – –
WP
657
WMS Partners
Maryland
$416K -$178K -7,185 -30%
BFC
658
Bedel Financial Consulting
Indiana
$415K -$42K -1,698 -9%
RWA
659
River Wealth Advisors
Pennsylvania
$414K -$17.8K -720 -4%
CWM
660
Centric Wealth Management
Illinois
$414K -$2.52K -102 -0.6%
KFGK
661
Keystone Financial Group (Kentucky)
Kentucky
$410K +$43.2K +1,746 +12%
PFM
662
Parsec Financial Management
North Carolina
$409K +$117K +4,473 +40%
SFP
663
Sandbox Financial Partners
Maryland
$405K -$425K -17,172 -51%
PTC
664
Private Trust Company
Ohio
$405K -$46.9K -1,896 -10%
DWP
665
Destiny Wealth Partners
Florida
$403K +$2.15K +87 +0.5%
EIP
666
Ellis Investment Partners
Pennsylvania
$403K +$3.11K +126 +0.8%
SLA
667
Silver Lake Advisory
Utah
$400K +$2.52K +102 +0.6%
AP
668
Adero Partners
California
$397K +$1.04K +42 +0.3%
CCM
669
Ciovacco Capital Management
Georgia
$395K -$1.15M -46,593 -74%
RBFC
670
Roman Butler Fullerton & Co
Missouri
$394K +$113K +4,401 +40%
M&T Bank
671
M&T Bank
New York
$394K +$394K +15,930 New
FCM
672
Firestone Capital Management
Florida
$393K – – –
SWMG
673
Sanchez Wealth Management Group
Florida
$392K – – –
VPIM
674
Vanguard Personalized Indexing Management
California
$381K -$29.5K -1,194 -7%
KFI
675
Key Financial Inc
Pennsylvania
$381K +$44.5K +1,800 +13%
25 26
27
28 29