SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Avantax Advisory Services
Texas
+$245M
2
Bank of America
Bank of America
North Carolina
+$199M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$66.7M
5
WANY
Wealthspire Advisors (New York)
New York
+$60.7M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
-$35.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$30.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$27.9M
4
CFO
CVA Family Office
Colorado
-$17.9M
5
MNG
Manning & Napier Group
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
726
QCM Cayman
Texas
$280K +$280K +11,307 New
CG
727
Corundum Group
Colorado
$278K – – –
PCM
728
Palouse Capital Management
Washington
$278K +$5.8K +234 +2%
MSS
729
Mitchell Sinkler & Starr
Pennsylvania
$278K +$48.2K +1,950 +21%
LRPA
730
L. Roy Papp & Associates
Arizona
$277K -$29.7K -1,200 -10%
RRC
731
Relaxing Retirement Coach
Massachusetts
$277K – – –
GG
732
Gofen & Glossberg
Illinois
$275K +$15.2K +615 +6%
SB
733
Simmons Bank
Arkansas
$275K +$275K +11,130 New
FA
734
Faithward Advisors
Pennsylvania
$272K -$24.3K -981 -8%
PA
735
Perennial Advisors
New York
$271K +$1.11K +45 +0.4%
AFS
736
Annapolis Financial Services
Maryland
$270K -$42.6K -1,725 -14%
DI
737
Disciplined Investments
Oklahoma
$270K +$2.08K +84 +0.8%
HAC
738
Harbor Advisory Corp
New Hampshire
$270K +$3.87K +156 +1%
MWA
739
Meridian Wealth Advisors
Texas
$269K +$9.8K +396 +4%
CAL
740
Capital Advisors Ltd
Ohio
$266K – – –
SFA
741
Seneca Financial Advisors
New York
$266K -$22.3K -900 -8%
RCA
742
Resonant Capital Advisors
Wisconsin
$265K +$74 +3 +0%
JC
743
JB Capital
Connecticut
$265K +$265K +10,695 New
FCH
744
Freestone Capital Holdings
Washington
$264K +$35.2K +1,425 +15%
LGWM
745
Litman Gregory Wealth Management
California
$264K +$264K +10,650 New
FFA
746
Founders Financial Alliance
North Carolina
$263K +$56.8K +2,298 +28%
JIP
747
Jaffetilchin Investment Partners
Florida
$259K +$259K +10,461 New
FHC
748
First Heartland Consultants
Missouri
$258K -$28.7K -1,158 -10%
GCA
749
Genesee Capital Advisors
New York
$256K +$256K +10,344 New
DT
750
Diversified Trust
Tennessee
$252K +$2.6K +105 +1%
28 29
30
31 32