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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 %
FPCG
676
Fort Pitt Capital Group
Pennsylvania
$344K +$344K +13,668 New
HAS
677
HBW Advisory Services
California
$343K +$343K +13,599 New
AWA
678
Arkadios Wealth Advisors
Georgia
$337K +$219K +8,706 +186%
WAS
679
WESPAC Advisors SoCal
California
$337K +$337K +13,350 New
PP
680
Professional Planning
California
$337K +$337K +13,407 New
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$332K +$332K +13,170 New
WCA
682
Westover Capital Advisors
Delaware
$331K +$57.8K +2,289 +21%
SWP
683
Summit Wealth Partners
Florida
$327K +$327K +12,990 New
MHR
684
Matthew Hamilton Rosenberg
$327K – – –
PWP
685
Personal Wealth Partners
Minnesota
$327K +$327K +12,969 New
GGI
686
Godsey & Gibb Inc
Virginia
$326K -$89.7K -3,564 -22%
AFAS
687
Acorn Financial Advisory Services
Virginia
$325K +$325K +12,909 New
JIC
688
Joel Isaacson & Co
New York
$323K +$1.06K +42 +0.3%
Mirae Asset Global Investments
689
Mirae Asset Global Investments
South Korea
$321K -$321K -12,750 -50%
OWP
690
Obermeyer Wealth Partners
Colorado
$321K -$17K -675 -5%
HWA
691
Heritage Wealth Advisors
Virginia
$321K – – –
AFS
692
Annapolis Financial Services
Maryland
$319K +$41.1K +1,629 +15%
MCM
693
MAI Capital Management
Ohio
$318K +$106K +4,218 +50%
SNBOSCI
694
Security National Bank of Sioux City Iowa
Iowa
$315K +$106K +4,203 +51%
LRPA
695
L. Roy Papp & Associates
Arizona
$312K – – –
AIC
696
Argus Investors Counsel
New York
$310K – – –
IWC
697
Integrated Wealth Concepts
Massachusetts
$307K +$307K +12,186 New
LWA
698
LWS Wealth Advisors
New Jersey
$306K +$1.21K +48 +0.4%
DAM
699
Delta Asset Management
Tennessee
$305K -$10.5K -417 -3%
FA
700
Faithward Advisors
Pennsylvania
$302K +$291K +11,553 +2,771%
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