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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 %
IFWM
651
Institute for Wealth Management
Colorado
$758K +$236K +8,760 +45%
CI
652
Chartist Inc
California
$755K – – –
MFA
653
Mayflower Financial Advisors
Massachusetts
$754K – – –
FC
654
Fusion Capital
South Carolina
$752K +$22.6K +840 +3%
HFBOT
655
Home Federal Bank of Tennessee
Tennessee
$751K -$76.3K -2,835 -9%
LGWM
656
Litman Gregory Wealth Management
California
$736K +$449K +16,650 +156%
OCG
657
Opus Capital Group
Ohio
$731K +$202K +7,503 +38%
SIA
658
Soltis Investment Advisors
Utah
$730K -$5.17K -192 -0.7%
Bank of Montreal
659
Bank of Montreal
Ontario, Canada
$729K +$119K +4,401 +19%
ACM
660
Antonetti Capital Management
Florida
$727K – – –
B
661
Bailard
California
$718K +$458K +16,989 +176%
IC
662
Intersect Capital
California
$709K – – –
HNB
663
Huntington National Bank
Ohio
$708K -$591K -14,229 Closed
WCFA
664
Walkner Condon Financial Advisors
Wisconsin
$708K -$9.61K -357 -1%
MCP
665
Martin Capital Partners
Oregon
$700K +$8.64K +321 +1%
PB
666
Pinnacle Bancorp
Nebraska
$699K – – –
DFG
667
Demars Financial Group
Washington
$698K +$36.8K +1,365 +6%
BFG
668
Bouchey Financial Group
New York
$694K -$3.23K -120 -0.5%
BFA
669
Beacon Financial Advisory
Ohio
$690K – – –
RCWM
670
Royal Capital Wealth Management
Indiana
$688K +$688K +25,533 New
CWM
671
Cordatus Wealth Management
Pennsylvania
$681K +$681K +25,281 New
HIC
672
Holderness Investments Company
North Carolina
$676K +$212K +7,884 +46%
VFA
673
Valeo Financial Advisors
Indiana
$672K +$150K +5,580 +29%
RP
674
Rowlandmiller & Partners
Georgia
$665K +$665K +24,687 New
Squarepoint
675
Squarepoint
New York
$663K +$121K +4,500 +22%
25 26
27
28 29