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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 %
VCAM
676
Van Cleef Asset Management
Ohio
$807K -$49.7K -2,082 -6%
AIP
677
Almanack Investment Partners
Pennsylvania
$805K +$497K +20,805 +161%
FWP
678
FAS Wealth Partners
Kansas
$800K +$64.4K +2,697 +9%
TP
679
Tranquility Partners
Tennessee
$799K +$44.7K +1,872 +6%
OC
680
Oarsman Capital
Wisconsin
$797K +$6.37K +267 +0.8%
CNB
681
Camden National Bank
Maine
$792K +$192K +8,061 +32%
CBC
682
Coombe, Bender & Co
New York
$781K +$781K +32,688 New
TPW
683
Transatlantique Private Wealth
New York
$775K +$775K +32,460 New
KWM
684
Kingsview Wealth Management
Oregon
$770K -$118K -4,926 -13%
TF
685
TIAA FSB
Florida
$769K -$219K -9,150 -22%
AA
686
ACT Advisors
North Carolina
$762K -$132K -5,538 -15%
NSIM
687
North Star Investment Management
Illinois
$762K – – –
VWA
688
V Wealth Advisors
Kansas
$759K +$48.7K +2,037 +7%
CA
689
CapWealth Advisors
Tennessee
$759K +$56.6K +2,370 +8%
WCM
690
Whitener Capital Management
North Carolina
$758K +$62.1K +2,604 +9%
RWM
691
Rench Wealth Management
Texas
$751K -$93.2K -3,900 -11%
FRA
692
Front Row Advisors
California
$750K +$72 +3 +0%
GLA
693
Good Life Advisors
Pennsylvania
$743K +$193K +8,094 +35%
ACM
694
Avalon Capital Management
California
$741K – – –
AA
695
Ancora Advisors
Ohio
$737K +$6.23K +261 +0.9%
PB
696
Pinnacle Bancorp
Nebraska
$737K +$117K +4,911 +19%
EF
697
Exeter Financial
Arizona
$735K +$735K +30,795 New
FC
698
Fusion Capital
South Carolina
$728K +$89K +3,729 +14%
MFA
699
Mayflower Financial Advisors
Massachusetts
$721K – – –
BAM
700
Bellevue Asset Management
Washington
$721K +$9.35K +390 +1%
26 27
28
29 30