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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 %
SWP
676
Summit Wealth Partners
Florida
$381K +$59.3K +2,397 +18%
SEP
677
Southland Equity Partners
Missouri
$379K – – –
BAM
678
Barrett Asset Management
New York
$375K – – –
CCA
679
Checchi Capital Advisers
California
$372K – – –
AL
680
Aspiriant LLC
California
$368K -$137K -5,538 -27%
LBC
681
Lowe Brockenbrough & Co
Virginia
$368K +$4.83K +195 +1%
PA
682
Probity Advisors
Texas
$364K +$119K +4,800 +48%
1SB
683
1ST Source Bank
Indiana
$361K +$92K +3,720 +34%
WFA
684
West Financial Advisors
Iowa
$360K -$594 -24 -0.2%
RWA
685
Redhawk Wealth Advisors
Minnesota
$359K -$42.2K -1,704 -11%
OAM
686
Oppenheimer Asset Management
New York
$358K +$121K +4,878 +51%
RWP
687
RWA Wealth Partners
Massachusetts
$357K +$357K +14,442 New
IWP
688
Insight Wealth Partners
Texas
$355K – – –
MOS
689
MGO One Seven
Ohio
$352K +$352K +13,617 New
EI
690
Ellevest Inc
New York
$347K -$58.3K -2,355 -14%
SWA
691
Sutton Wealth Advisors
Florida
$344K – – –
JCM
692
Jacobi Capital Management
Pennsylvania
$338K +$223 +9 +0.1%
BBA
693
BLB&B Advisors
Pennsylvania
$336K +$78.2K +3,162 +30%
WAS
694
WESPAC Advisors SoCal
California
$335K – – –
FM
695
Foster & Motley
Ohio
$331K -$176K -7,116 -35%
GW
696
GW & Wade
Massachusetts
$325K +$33.7K +1,365 +12%
MHR
697
Matthew Hamilton Rosenberg
$321K – – –
AWA
698
Arete Wealth Advisors
Illinois
$320K +$320K +12,927 New
WCA
699
Westover Capital Advisors
Delaware
$319K -$5.87K -237 -2%
AFAS
700
Acorn Financial Advisory Services
Virginia
$319K – – –
26 27
28
29 30