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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.

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
1
Meitav Investment House
Israel
$129M
2
MFG
2
Merit Financial Group
Georgia
$122M
3
LPL Financial
3
LPL Financial
California
$494M
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
CRC
5
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M
2
EWP
2
Engrave Wealth Partners
Texas
$300K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$0
4
DP
4
DDD Partners
Washington
$1.33M
5
MNG
5
Manning & Napier Group
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$38.7M +$36.7M +1,535,868 +1,800%
BDWCC
52
B&D White Capital Company
Texas
$38.5M +$18.2M +760,266 +89%
SAM
53
Summit Asset Management
Tennessee
$38.3M +$3.1M +129,996 +9%
LFS
54
Legacy Financial Strategies
Kansas
$38.2M +$941K +39,408 +3%
HWM
55
HB Wealth Management
Georgia
$38M +$448K +18,771 +1%
PA
56
Pinnacle Associates
New York
$36.8M +$5.07M +212,448 +16%
VA
57
Valmark Advisers
Ohio
$36.3M +$2.76M +115,617 +8%
AAS
58
Ameritas Advisory Services
Nebraska
$36.1M +$7.53M +315,549 +26%
HighTower Advisors
59
HighTower Advisors
Illinois
$35M +$602K +25,209 +2%
CA
60
Cetera Advisors
Colorado
$33.4M +$8.83M +369,711 +36%
CP
61
Corbenic Partners
Pennsylvania
$32.2M +$22M +919,590 +214%
PAG
62
Private Advisor Group
New Jersey
$32M +$5.61M +235,011 +21%
JWM
63
Janiczek Wealth Management
Colorado
$31.9M -$1.2M -48,477 -4%
ETS
64
ESL Trust Services
New York
$31.5M -$2.07M -86,550 -6%
BC
65
Brio Consultants
California
$31.3M +$31.3M +1,319,022 New
APW
66
Aurora Private Wealth
New Jersey
$30.6M +$900K +37,710 +3%
Stifel Financial
67
Stifel Financial
Missouri
$30.6M +$9.24M +387,021 +43%
KWA
68
Kellett Wealth Advisors
Ohio
$30.1M +$874K +36,600 +3%
CFB
69
Cullen/Frost Bankers
Texas
$29.7M +$10.7M +446,877 +56%
DCM
70
Davidson Capital Management
Texas
$29.7M +$35.8K +1,500 +0.1%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$29.5M -$798K -33,432 -3%
JFA
72
JNBA Financial Advisors
Minnesota
$29.2M +$74.1K +3,102 +0.3%
Charles Schwab
73
Charles Schwab
California
$29M +$1.81M +75,684 +7%
SFG
74
Sunburst Financial Group
Alabama
$29M +$1.4M +58,539 +5%
TWM
75
Tradition Wealth Management
Minnesota
$28.7M +$580K +24,297 +2%
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