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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 %
SAM
701
SignalPoint Asset Management
Missouri
$582K +$1.45K +54 +0.3%
PWP
702
Personal Wealth Partners
Minnesota
$581K +$1.21K +45 +0.2%
DWT
703
Dorsey & Whitney Trust
South Dakota
$579K -$3.56K -132 -0.6%
MGIA
704
Moneta Group Investment Advisors
Missouri
$579K +$105K +3,912 +22%
BWIA
705
Bryant Woods Investment Advisors
New York
$579K +$579K +21,477 New
SFM
706
Signet Financial Management
New Jersey
$576K -$154K -5,697 -21%
CFG
707
Cooper Financial Group
California
$576K +$3.8K +141 +0.7%
SL
708
Salomon & Ludwin
Virginia
$573K – – –
SWP
709
Summit Wealth Partners
Florida
$573K +$158K +5,877 +38%
IAG
710
Investment Advisory Group
Massachusetts
$560K +$560K +21,438 New
MCWS
711
McKinley Carter Wealth Services
West Virginia
$556K -$465K -17,283 -46%
BCP
712
Blue Chip Partners
Michigan
$555K +$4.44K +165 +0.8%
AA
713
Advisory Alpha
Michigan
$553K +$553K +20,529 New
GAM
714
Grandview Asset Management
Pennsylvania
$553K +$553K +20,535 New
ARC
715
Advisor Resource Council
Texas
$546K +$546K +20,280 New
RI
716
Ridgewood Investments
New Jersey
$544K – – –
RCM
717
Rain Capital Management
Oregon
$542K -$51.9K -1,926 -9%
ZIM
718
Zacks Investment Management
Illinois
$532K +$78.2K +2,904 +17%
EWM
719
EPG Wealth Management
Georgia
$525K +$1.13K +42 +0.2%
SG
720
StoneX Group
New York
$525K +$26.2K +972 +5%
TF
721
Trek Financial
Arizona
$522K -$64.6K -2,400 -11%
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$890 +33 +0.2%
CSI
723
Cross Staff Investments
New York
$517K +$517K +19,176 New
SWM
724
Soundmark Wealth Management
Washington
$516K -$18.9K -702 -4%
OFP
725
OLIO Financial Planning
Virginia
$511K +$511K +18,975 New
27 28
29
30 31