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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 %
CB
651
CNB Bank
Pennsylvania
$922K -$236K -9,870 -20%
GBWM
652
Granite Bay Wealth Management
New Hampshire
$922K +$66.4K +2,781 +8%
TW
653
Transform Wealth
Colorado
$914K +$95.9K +4,014 +12%
JFG
654
JMG Financial Group
Illinois
$913K +$913K +38,244 New
GWM
655
Gray Wealth Management
Maine
$907K +$12.8K +537 +1%
AWM
656
Adams Wealth Management
Utah
$900K -$4.01K -168 -0.4%
EAM
657
Evanson Asset Management
California
$892K +$54.9K +2,301 +7%
BCWM
658
Bartlett & Co Wealth Management
Ohio
$883K +$931 +39 +0.1%
BC
659
Bartlett & Co
Ohio
$883K +$931 +39 +0.1%
CAAS
660
Capital Asset Advisory Services
Michigan
$883K +$35.7K +1,497 +4%
SC
661
Savant Capital
Illinois
$882K +$585K +24,495 +197%
MFA
662
Morling Financial Advisors
California
$881K -$174K -7,290 -16%
NSAM
663
North Star Asset Management
Wisconsin
$879K +$226K +9,471 +35%
BFA
664
Beaumont Financial Advisors
Massachusetts
$878K -$4.01K -168 -0.5%
LAM
665
LifePro Asset Management
California
$871K +$22.6K +945 +3%
WPC
666
Wedmont Private Capital
Pennsylvania
$866K +$219K +9,177 +34%
CMBA
667
C.M. Bidwell & Associates
Hawaii
$860K -$430 -18 -0%
HWM
668
Horizon Wealth Management
Illinois
$859K +$13K +543 +2%
GIA
669
Gladstone Institutional Advisory
Florida
$851K -$748K -31,314 -47%
Lido Advisors
670
Lido Advisors
California
$846K -$66.8K -2,802 -7%
FWM
671
Focused Wealth Management
New York
$844K +$842K +35,265 +40,534%
MCP
672
Mirador Capital Partners
California
$843K -$99.9K -4,182 -11%
TFS
673
TrustCore Financial Services
Tennessee
$824K +$15.8K +660 +2%
MWA
674
Moser Wealth Advisors
Washington
$819K +$74.2K +3,108 +10%
SWIG
675
Strategic Wealth Investment Group
Kentucky
$808K +$808K +33,834 New
25 26
27
28 29