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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 %
WEG
701
World Equity Group
Illinois
$720K +$126K +5,277 +21%
NEGWA
702
New England Guild Wealth Advisors
Connecticut
$719K – – –
SC
703
Siena Capital
Ohio
$719K +$430 +18 +0.1%
Fisher Asset Management
704
Fisher Asset Management
Washington
$712K -$102K -4,290 -13%
NFC
705
Northeast Financial Consultants
Connecticut
$712K – – –
CAMG
706
CWA Asset Management Group
Florida
$711K +$81.7K +3,423 +13%
BCM
707
Brasada Capital Management
Texas
$706K -$577K -24,162 -45%
LBC
708
Lowe Brockenbrough & Co
Virginia
$695K +$197K +8,250 +40%
DI
709
DAGCO Inc
Ohio
$692K +$692K +36,249 New
CPIA
710
Cornell Pochily Investment Advisors
New York
$677K +$128K +5,367 +23%
APW
711
Austin Private Wealth
Texas
$673K -$90.6K -3,795 -12%
B
712
Bailard
California
$672K +$35.8K +1,500 +6%
CCA
713
Checchi Capital Advisers
California
$671K +$671K +27,030 New
MC
714
Montag & Caldwell
Georgia
$668K +$668K +27,969 New
OFG
715
Orcam Financial Group
California
$665K – – –
NP
716
NorthRock Partners
Minnesota
$661K -$187K -7,851 -22%
CWM
717
Cordatus Wealth Management
Pennsylvania
$657K -$5.3K -222 -0.8%
FFC
718
First Financial Corp
Indiana
$656K +$115K +4,800 +21%
CFG
719
Cooper Financial Group
California
$655K +$47.1K +1,971 +8%
WCM
720
Weik Capital Management
Pennsylvania
$654K +$37.2K +1,560 +6%
AWM
721
Aprio Wealth Management
Georgia
$652K -$11.6K -486 -2%
MCP
722
Martin Capital Partners
Oregon
$650K +$16.8K +702 +3%
PCA
723
Personal Capital Advisors
California
$642K +$77.1K +3,228 +14%
WS
724
Wedbush Securities
California
$639K +$63.9K +2,679 +11%
MHS
725
M Holdings Securities
Oregon
$639K +$141K +5,889 +28%
27 28
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