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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 %
EAM
651
Evanson Asset Management
California
$922K -$45.2K -1,719 -5%
Bank of Montreal
652
Bank of Montreal
Ontario, Canada
$912K +$192K +7,191 +27%
TW
653
Transform Wealth
Colorado
$901K +$48.6K +1,848 +6%
Fisher Asset Management
654
Fisher Asset Management
Washington
$897K +$65.1K +2,475 +8%
AA
655
Auxano Advisors
Washington
$895K +$2.29K +87 +0.3%
TFS
656
TrustCore Financial Services
Tennessee
$890K -$23.9K -909 -3%
RCWM
657
Royal Capital Wealth Management
Indiana
$873K +$202K +7,677 +30%
OC
658
Oarsman Capital
Wisconsin
$871K +$1.03K +39 +0.1%
SOS
659
Silver Oak Securities
Tennessee
$858K +$858K +32,421 New
APW
660
Austin Private Wealth
Texas
$841K -$1.4M -53,337 -63%
NSIM
661
North Star Investment Management
Illinois
$839K – – –
TP
662
Tranquility Partners
Tennessee
$830K +$4.02K +153 +0.5%
MFW
663
Meristem Family Wealth
Minnesota
$828K – – –
FRA
664
Front Row Advisors
California
$826K +$79 +3 +0%
MWA
665
Moser Wealth Advisors
Washington
$820K +$820K +31,200 New
AMC
666
Asset Management Corp
Illinois
$817K +$66.6K +2,532 +9%
SL
667
Stevard LLC
Illinois
$814K – – –
FWP
668
FAS Wealth Partners
Kansas
$810K +$5.21K +198 +0.6%
AA
669
Ancora Advisors
Ohio
$805K +$40.7K +1,548 +5%
MFA
670
Mayflower Financial Advisors
Massachusetts
$794K +$58.2K +2,211 +8%
SC
671
Siena Capital
Ohio
$792K +$237 +9 +0%
NEGWA
672
New England Guild Wealth Advisors
Connecticut
$792K +$51.3K +1,950 +7%
BAM
673
Bellevue Asset Management
Washington
$787K -$2.94K -111 -0.4%
NFC
674
Northeast Financial Consultants
Connecticut
$784K – – –
ACM
675
Avalon Capital Management
California
$783K +$783K +31,050 New
25 26
27
28 29