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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 %
GW
701
GW & Wade
Massachusetts
$297K +$45.4K +1,800 +18%
OFG
702
Omega Financial Group
California
$296K +$2.12K +84 +0.7%
PP
703
Patten & Patten
Tennessee
$295K – – –
TC
704
Tenret Company
Florida
$295K +$295K +11,718 New
SFA
705
Seneca Financial Advisors
New York
$294K -$82.9K -3,288 -22%
FHC
706
First Heartland Consultants
Missouri
$292K -$9.17K -363 -3%
RZH
707
Relyea Zuckerberg Hanson
Connecticut
$290K – – –
AFA
708
American Financial Advisors
Georgia
$289K +$7.73K +306 +3%
AIP
709
Almanack Investment Partners
Pennsylvania
$288K -$9.6M -380,712 -97%
NSIM
710
North Star Investment Management
Illinois
$286K +$227 +9 +0.1%
CG
711
Corundum Group
Colorado
$283K – – –
RRC
712
Relaxing Retirement Coach
Massachusetts
$282K – – –
HCIA
713
Hochman Cole Investment Advisors
Illinois
$282K +$15.1K +600 +6%
SP
714
Successful Portfolios
Florida
$281K +$2.95K +117 +1%
PFM
715
Parsec Financial Management
North Carolina
$280K – – –
PCM
716
Palouse Capital Management
Washington
$277K +$47.4K +1,881 +21%
RBFC
717
Roman Butler Fullerton & Co
Missouri
$277K +$277K +10,992 New
PA
718
Perennial Advisors
New York
$275K +$982 +39 +0.4%
1SB
719
1ST Source Bank
Indiana
$274K – – –
DI
720
Disciplined Investments
Oklahoma
$273K +$1.89K +75 +0.7%
HIS
721
Horizon Investment Services
Indiana
$273K +$273K +10,836 New
CHJWM
722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K – – –
PS
723
Planned Solutions
California
$272K +$4.31K +171 +2%
CAL
724
Capital Advisors Ltd
Ohio
$271K – – –
HAC
725
Harbor Advisory Corp
New Hampshire
$271K – – –
27 28
29
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