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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 %
VWA
676
V Wealth Advisors
Kansas
$782K +$161K +6,141 +26%
SIA
677
Soltis Investment Advisors
Utah
$778K +$66K +2,511 +9%
CA
678
CapWealth Advisors
Tennessee
$774K -$74.2K -2,820 -9%
WCM
679
Whitener Capital Management
North Carolina
$766K +$24K +915 +3%
IFWM
680
Institute for Wealth Management
Colorado
$749K +$8.45K +321 +1%
OFG
681
Orcam Financial Group
California
$733K -$205K -7,776 -22%
HFBOT
682
Home Federal Bank of Tennessee
Tennessee
$733K – – –
AWM
683
Aprio Wealth Management
Georgia
$731K +$268K +10,182 +58%
CWM
684
Cordatus Wealth Management
Pennsylvania
$729K +$64.3K +2,445 +10%
NSAM
685
North Star Asset Management
Wisconsin
$719K -$159K -6,066 -18%
WPC
686
Wedmont Private Capital
Pennsylvania
$717K +$364K +13,776 +103%
CCP
687
Clarkston Capital Partners
Michigan
$711K +$241K +9,177 +51%
PWP
688
Personal Wealth Partners
Minnesota
$705K +$138K +5,253 +24%
FC
689
Fusion Capital
South Carolina
$704K -$29.9K -1,137 -4%
GVAG
690
Great Valley Advisor Group
Delaware
$702K +$51.2K +1,932 +8%
B
691
Bailard
California
$701K – – –
MCP
692
Martin Capital Partners
Oregon
$698K +$14.1K +537 +2%
CAMG
693
CWA Asset Management Group
Florida
$693K -$123K -4,692 -15%
IC
694
Intersect Capital
California
$692K – – –
RWA
695
Redhawk Wealth Advisors
Minnesota
$692K +$83.2K +3,165 +14%
5L
696
55I LLC
Massachusetts
$692K +$87.3K +3,318 +14%
RP
697
Rowlandmiller & Partners
Georgia
$689K +$39.4K +1,500 +6%
PB
698
Pinnacle Bancorp
Nebraska
$683K – – –
FTUS
699
Flow Traders U.S.
New York
$682K +$682K +25,950 New
HIC
700
Holderness Investments Company
North Carolina
$679K +$18.7K +711 +3%
26 27
28
29 30