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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 %
CCA
676
Cobblestone Capital Advisors
New York
$661K +$71.1K +2,640 +12%
BIM
677
Bullseye Investment Management
Ohio
$655K +$655K +24,303 New
RRWA
678
Rainey & Randall Wealth Advisors
Florida
$654K +$2.83K +105 +0.4%
WCM
679
Weik Capital Management
Pennsylvania
$654K +$20.2K +750 +3%
GVAG
680
Great Valley Advisor Group
Delaware
$644K +$53.1K +2,028 +9%
TPWA
681
TRUE Private Wealth Advisors
Oregon
$642K -$125K -4,629 -16%
AW
682
ACG Wealth
Georgia
$641K -$457K -16,944 -42%
CA
683
Calton & Associates
Florida
$640K +$143K +5,295 +29%
FFC
684
First Financial Corp
Indiana
$638K +$43K +1,596 +7%
VWA
685
V Wealth Advisors
Kansas
$636K +$636K +23,595 New
RWA
686
Redhawk Wealth Advisors
Minnesota
$624K +$233K +8,664 +60%
RRA
687
Round Rock Advisors
Connecticut
$619K -$5.99K -222 -1%
ECM
688
Evergreen Capital Management
Washington
$619K +$1.7K +63 +0.3%
KCM
689
Kanawha Capital Management
Virginia
$619K +$47K +1,746 +8%
5L
690
55I LLC
Massachusetts
$619K +$111K +4,137 +22%
CPIA
691
Cornell Pochily Investment Advisors
New York
$617K -$646 -24 -0.1%
SIC
692
Sigma Investment Counselors
Michigan
$614K -$1.38K -51 -0.2%
S
693
SignatureFD
Georgia
$613K +$8.73K +324 +1%
JG
694
Jefferies Group
New York
$610K – – –
WCM
695
Windham Capital Management
Massachusetts
$606K – – –
CWA
696
Core Wealth Advisors
Florida
$606K +$24.8K +921 +4%
HIM
697
HawsGoodwin Investment Management
Tennessee
$601K – – –
WKWM
698
Walter & Keenan Wealth Management
Indiana
$600K -$42.4K -1,575 -7%
BOM
699
Bank of Marin
California
$596K -$294K -10,899 -33%
CAI
700
Capital Advisors Inc
Oklahoma
$586K -$150K -5,574 -20%
26 27
28
29 30