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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$1.17B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$77.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$68.3M
4
LPL Financial
LPL Financial
California
+$48.1M
5
SCA
Stuart Chaussee & Associates
California
+$33.8M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$16.2M
2
MNG
Manning & Napier Group
New York
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
726
Resonant Capital Advisors
Wisconsin
$270K +$4.92K +195 +2%
WKWM
727
Walter & Keenan Wealth Management
Indiana
$268K -$51K -2,025 -16%
CC
728
Cadinha & Co
Hawaii
$265K – – –
GG
729
Gofen & Glossberg
Illinois
$265K +$265K +10,500 New
MWA
730
Meridian Wealth Advisors
Texas
$264K – – –
BBA
731
BLB&B Advisors
Pennsylvania
$263K -$16.3K -645 -6%
NP
732
NorthRock Partners
Minnesota
$260K +$11.2K +444 +4%
AP
733
Appleton Partners
Massachusetts
$260K +$15.1K +600 +6%
PIP
734
Peachtree Investment Partners
Florida
$258K +$194K +7,713 +305%
DT
735
Diversified Trust
Tennessee
$254K +$1.74K +69 +0.7%
AIM
736
Acropolis Investment Management
Missouri
$254K +$254K +10,068 New
AFG
737
Arkansas Financial Group
Arkansas
$252K – – –
PP
738
PDS Planning
Ohio
$252K +$28.4K +1,128 +13%
PA
739
Probity Advisors
Texas
$250K – – –
IWA
740
Intercontinental Wealth Advisors
Texas
$250K – – –
AMC
741
Asset Management Corp
Illinois
$250K +$250K +9,930 New
NFSG
742
Newbridge Financial Services Group
Florida
$248K +$166K +6,555 +201%
CWM
743
Cornerstone Wealth Management
Missouri
$247K -$50.8K -2,016 -17%
ECM
744
Evergreen Capital Management
Washington
$245K +$1.36K +54 +0.6%
NHC
745
Nicholas Hoffman & Company
Georgia
$245K +$6.88K +273 +3%
SMC
746
Smith, Moore & Co
Missouri
$245K +$245K +9,729 New
GC
747
Grimes & Company
Massachusetts
$243K +$75 +3 +0%
MFG
748
Magnus Financial Group
New York
$243K +$151 +6 +0.1%
MCM
749
Maryland Capital Management
Maryland
$243K +$243K +9,651 New
DLCIG
750
D.L. Carlson Investment Group
New Hampshire
$241K -$303 -12 -0.1%
28 29
30
31 32