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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.

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
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
MNG
2
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$29.6M +$8.85M +351,120 +43%
HighTower Advisors
52
HighTower Advisors
Illinois
$28.8M -$158K -6,279 -0.5%
APW
53
Aurora Private Wealth
New Jersey
$28.8M +$878K +34,836 +3%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$27.9M -$12.3M – –
CG
55
Colony Group
Massachusetts
$27.7M -$444K -17,607 -2%
PRS
56
Pinkerton Retirement Specialists
Idaho
$27.7M +$308K +12,231 +1%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$27.1M +$6.98M +277,065 +35%
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$26.1M -$592K -23,502 -2%
RCA
59
Reitz Capital Advisors
Michigan
$25.6M +$16.9K +669 +0.1%
RC
60
Rinet Company
Massachusetts
$25.2M +$4.99M +198,039 +25%
TWM
61
Tradition Wealth Management
Minnesota
$24.9M +$452K +17,937 +2%
KAS
62
Kestra Advisory Services
Texas
$24.3M +$7.84M +311,217 +48%
DP
63
DDD Partners
Washington
$23.5M +$13.4M +533,310 +134%
CA
64
Capital Advantage
California
$23.4M -$51.6K -2,049 -0.2%
AAS
65
Avantax Advisory Services
Texas
$23.1M +$2.69M +106,479 +13%
MAM
66
McCarthy Asset Management
California
$22.6M +$654K +25,956 +3%
HCM
67
Hengehold Capital Management
Ohio
$22.3M -$433K -17,190 -2%
SFA
68
Souders Financial Advisors
Ohio
$21.9M -$1.32M -52,548 -6%
MAM
69
Marquette Asset Management
Minnesota
$21.7M +$640K +25,383 +3%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$21.5M +$4.05M +160,806 +23%
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
$21.3M +$14.7M +582,162 +222%
CPA
72
Clear Perspective Advisors
Illinois
$21.3M +$1.11M +43,905 +5%
SA
73
Stewardship Advisors
Pennsylvania
$21.2M +$672K +26,640 +3%
AFA
74
AllGen Financial Advisors
Florida
$20.2M -$779K -30,900 -4%
PA
75
Pinnacle Associates
New York
$19.9M +$2.1M +83,124 +12%
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