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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.

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
1
Avantax Advisory Services
Texas
$268M
2
Bank of America
2
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$736M
5
WANY
5
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
4
CVA Family Office
Colorado
$9.13M
5
MNG
5
Manning & Napier Group
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
Valmark Advisers
Ohio
$32.5M +$3.33M +134,400 +11%
MML Investors Services
52
MML Investors Services
Massachusetts
$30.5M -$1.22M -49,347 -4%
Charles Schwab
53
Charles Schwab
California
$30M +$964K +38,967 +3%
HighTower Advisors
54
HighTower Advisors
Illinois
$29.7M +$1.42M +57,324 +5%
APW
55
Aurora Private Wealth
New Jersey
$29.6M +$1.28M +51,639 +5%
EWP
56
Engrave Wealth Partners
Texas
$28M +$12.8M +517,629 +84%
PRS
57
Pinkerton Retirement Specialists
Idaho
$27.5M +$356K +14,385 +1%
RC
58
Rinet Company
Massachusetts
$27.1M +$2.44M +98,694 +10%
PAG
59
Private Advisor Group
New Jersey
$26.4M +$10.9M +438,552 +70%
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$25.5M -$100K -4,059 -0.4%
TWM
61
Tradition Wealth Management
Minnesota
$25.4M +$896K +36,201 +4%
CG
62
Colony Group
Massachusetts
$25.2M -$2.05M -82,695 -8%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$24M +$3.06M +123,612 +15%
RCA
64
Reitz Capital Advisors
Michigan
$23.4M -$1.75M -70,812 -7%
PA
65
Pinnacle Associates
New York
$23M +$3.53M +142,656 +18%
CA
66
Capital Advantage
California
$22.2M -$813K -32,835 -4%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$22.1M +$1.06M +42,996 +5%
MAM
68
McCarthy Asset Management
California
$22.1M -$18.2K -735 -0.1%
HCM
69
Hengehold Capital Management
Ohio
$22.1M +$197K +7,953 +0.9%
SFA
70
Souders Financial Advisors
Ohio
$22M +$528K +21,336 +2%
DP
71
DDD Partners
Washington
$22M -$1.11M -44,760 -5%
CPA
72
Clear Perspective Advisors
Illinois
$21.6M +$748K +30,216 +4%
SA
73
Stewardship Advisors
Pennsylvania
$21.5M +$644K +26,007 +3%
MAM
74
Marquette Asset Management
Minnesota
$21.2M -$113K -4,551 -0.5%
AWM
75
AE Wealth Management
Kansas
$21.1M +$7.42M +299,745 +54%
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