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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.

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
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$35.3M 1,311,327 +109,854 +9%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$33.8M 1,255,443 -166,281 -12%
APW
53
Aurora Private Wealth
New Jersey
$32.8M 1,218,630 +24,432 +2%
EWP
54
Engrave Wealth Partners
Texas
$32.7M 1,215,342 +83,955 +7%
Charles Schwab
55
Charles Schwab
California
$31.1M 1,153,497 -60,522 -5%
PRS
56
Pinkerton Retirement Specialists
Idaho
$30.9M 1,146,921 +35,511 +3%
WAM
57
WFA Asset Management
Wisconsin
$30.3M 1,123,665 +1,123,665 New
TWM
58
Tradition Wealth Management
Minnesota
$30.2M 1,121,751 +95,799 +9%
SIG
59
Spinnaker Investment Group
California
$29.4M 1,104,612 +1,104,612 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$29.1M 1,079,880 +1,079,880 New
PA
61
Pinnacle Associates
New York
$28.6M 1,060,026 +129,516 +14%
SFG
62
Sunburst Financial Group
Alabama
$28.4M 1,052,523 +254,151 +32%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
– – – –
EFSCE
64
Enterprise Financial Services Corp (EFSC)
Missouri
$27.7M 1,029,609 -2,406 -0.2%
KWA
65
Kellett Wealth Advisors
Ohio
$27.6M 1,025,235 +1,025,235 New
AWM
66
Axxcess Wealth Management
California
$27.2M 1,009,251 +1,009,251 New
WF
67
Whelan Financial
California
$26.9M 997,023 -655,335 -40%
CG
68
Colony Group
Massachusetts
$26.6M 987,876 -29,421 -3%
SCA
69
Scott Capital Advisors
Oregon
$26M 966,108 +966,108 New
SA
70
Stewardship Advisors
Pennsylvania
$25.6M 950,322 +82,404 +9%
RCA
71
Reitz Capital Advisors
Michigan
$25.6M 1,014,603 +70,812 +8%
NA
72
NewEdge Advisors
Louisiana
$25.5M 946,143 +249,786 +36%
FCI
73
Financial Counselors Inc
Kansas
$25.4M 943,377 +103,569 +12%
MAG
74
Members Advisory Group
New York
$25.3M 939,864 +939,864 New
KBFS
75
Kohmann Bosshard Financial Services
Ohio
$25.2M 936,606 +41,736 +5%
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