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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 %
WCM
701
Weik Capital Management
Pennsylvania
$679K +$41.4K +1,575 +6%
BFA
702
Beacon Financial Advisory
Ohio
$673K – – –
BFG
703
Bouchey Financial Group
New York
$670K -$7.58K -288 -1%
CFG
704
Cooper Financial Group
California
$669K +$107K +4,077 +19%
AA
705
Advisory Alpha
Michigan
$665K +$125K +4,746 +23%
CAI
706
Capital Advisors Inc
Oklahoma
$662K +$90.1K +3,429 +16%
CNB
707
Camden National Bank
Maine
$661K +$267K +10,134 +68%
CWA
708
Core Wealth Advisors
Florida
$660K +$68K +2,583 +11%
WKSWA
709
White Knight Strategic Wealth Advisors
New Jersey
$659K +$659K +25,074 New
WEG
710
World Equity Group
Illinois
$655K +$655K +24,897 New
S
711
SignatureFD
Georgia
$647K +$48.5K +1,845 +8%
RRA
712
Round Rock Advisors
Connecticut
$646K +$42.4K +1,611 +7%
MCWA
713
Meadow Creek Wealth Advisors
Georgia
$645K -$632K -24,057 -50%
CAN
714
Claraphi Advisory Network
United States
$645K +$645K +24,531 New
RRWA
715
Rainey & Randall Wealth Advisors
Florida
$640K +$2.21K +84 +0.3%
WS
716
Wedbush Securities
California
$634K +$160K +6,066 +34%
BHTS
717
Bar Harbor Trust Services
Maine
$631K +$631K +24,000 New
SEP
718
Southland Equity Partners
Missouri
$631K +$225K +8,562 +55%
CA
719
Calton & Associates
Florida
$630K +$5.83K +222 +0.9%
Bessemer Group
720
Bessemer Group
New Jersey
$628K +$618K +23,520 +6,222%
SAM
721
Sawgrass Asset Management
Florida
$624K +$624K +23,733 New
PCA
722
Personal Capital Advisors
California
$622K -$507K -19,290 -45%
HNB
723
Huntington National Bank
Ohio
$620K -$708K – –
CWA
724
Canvas Wealth Advisors
Kansas
$612K +$612K +24,006 New
JIP
725
Jaffetilchin Investment Partners
Florida
$610K +$345K +13,728 +130%
27 28
29
30 31