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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 %
HCIA
701
Hochman Cole Investment Advisors
Illinois
$319K +$42.7K +1,728 +15%
JIC
702
Joel Isaacson & Co
New York
$318K +$1.19K +48 +0.4%
HIS
703
Horizon Investment Services
Indiana
$318K +$50K +2,022 +19%
OWP
704
Obermeyer Wealth Partners
Colorado
$316K – – –
HWA
705
Heritage Wealth Advisors
Virginia
$315K – – –
HAS
706
HBW Advisory Services
California
$313K -$23.9K -966 -7%
GGI
707
Godsey & Gibb Inc
Virginia
$312K -$8.16K -330 -3%
SNBOSD
708
Security National Bank of So Dak
Iowa
$310K +$84.1K +3,393 +37%
PP
709
Patten & Patten
Tennessee
$308K +$18.9K +765 +7%
AIC
710
Argus Investors Counsel
New York
$307K +$3.26K +132 +1%
AP
711
Appleton Partners
Massachusetts
$304K +$48.6K +1,965 +19%
SC
712
Savant Capital
Illinois
$301K -$44.6K -1,803 -13%
NP
713
NorthRock Partners
Minnesota
$296K +$40.8K +1,647 +16%
AFA
714
American Financial Advisors
Georgia
$295K +$12.2K +492 +4%
CWA
715
Clearview Wealth Advisors
Oregon
$294K -$883K -35,700 -75%
OFG
716
Omega Financial Group
California
$293K +$2.3K +93 +0.8%
WS
717
Wedbush Securities
California
$291K +$291K +11,742 New
TC
718
Tenret Company
Florida
$290K – – –
RJT
719
Raymond James Trust
Florida
$290K +$290K +11,709 New
LWA
720
LWS Wealth Advisors
New Jersey
$288K -$12.5K -504 -4%
BAM
721
Berkshire Asset Management
Pennsylvania
$287K +$287K +11,592 New
RZH
722
Relyea Zuckerberg Hanson
Connecticut
$285K – – –
AIM
723
Acropolis Investment Management
Missouri
$282K +$45K +1,911 +19%
DAM
724
Delta Asset Management
Tennessee
$281K -$19.3K -777 -6%
SP
725
Successful Portfolios
Florida
$280K +$4.09K +165 +1%
27 28
29
30 31