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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
3
Morgan Stanley
New York
$405M
4
FFN
4
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
5
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
3
Manning & Napier Group
New York
$17.7M
4
MCC
4
Money Concepts Capital
Florida
$1.28M
5
PA
5
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
51
Systelligence LLC
Minnesota
$36.8M +$14M +534,195 +62%
JWM
52
Janiczek Wealth Management
Colorado
$35.1M -$92.3K -3,510 -0.3%
PA
53
Pinnacle Associates
New York
$35M +$7.12M +270,699 +26%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$33.3M +$28.7M +1,091,439 +618%
EWP
55
Engrave Wealth Partners
Texas
$33M +$1.07M +40,719 +3%
APW
56
Aurora Private Wealth
New Jersey
$32.8M +$704K +26,772 +2%
DCM
57
Davidson Capital Management
Texas
$32.6M +$15.8M +600,651 +94%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$32.5M -$523K -19,899 -2%
KWA
59
Kellett Wealth Advisors
Ohio
$32.1M +$5.18M +196,824 +19%
JFA
60
JNBA Financial Advisors
Minnesota
$32.1M -$6.13M -233,052 -16%
IAN
61
Integrated Advisors Network
Texas
$31.6M -$3.06M -116,238 -9%
AAS
62
Ameritas Advisory Services
Nebraska
$31.4M +$13.2M +500,508 +72%
PRS
63
Pinkerton Retirement Specialists
Idaho
$31.3M +$1.11M +42,093 +4%
TWM
64
Tradition Wealth Management
Minnesota
$31M +$1.51M +57,546 +5%
SFG
65
Sunburst Financial Group
Alabama
$30.4M +$2.72M +103,602 +10%
Charles Schwab
66
Charles Schwab
California
$30M -$373K -14,196 -1%
WAM
67
WFA Asset Management
Wisconsin
$29.8M +$236K +8,979 +0.8%
SCA
68
Scott Capital Advisors
Oregon
$29.7M +$4.33M +164,754 +17%
SA
69
Stewardship Advisors
Pennsylvania
$29.7M +$4.73M +180,006 +19%
SIG
70
Spinnaker Investment Group
California
$29.6M +$86.9K +3,255 +0.3%
KBFS
71
Kohmann Bosshard Financial Services
Ohio
$29.5M +$4.82M +183,420 +20%
PAG
72
Private Advisor Group
New Jersey
$29.1M +$7.69M +292,461 +36%
MWM
73
Minot Wealth Management
Massachusetts
$28.9M +$7.91M +300,645 +38%
AWM
74
Axxcess Wealth Management
California
$28.6M +$2.05M +77,910 +8%
FCI
75
Financial Counselors Inc
Kansas
$27.2M +$2.43M +92,499 +10%
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