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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$89.9M
2
LPL Financial
LPL Financial
California
+$52.6M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$52M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$35.8M
5
Morgan Stanley
Morgan Stanley
New York
+$33.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.41B
2
HI
Harbour Investments
Wisconsin
-$55.4M
3
GM
GeoWealth Management
Illinois
-$33.1M
4
SL
Systelligence LLC
Minnesota
-$23.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
726
Lyell Wealth Management
California
$510K +$510K +18,930 New
Renaissance Technologies
727
Renaissance Technologies
New York
$509K -$1.36M -50,400 -73%
UB
728
UMB Bank
Missouri
$509K +$509K +18,873 New
AWM
729
Aevitas Wealth Management
Massachusetts
$508K +$43.8K +1,626 +9%
ETIA
730
Epic Trust Investment Advisors
Washington
$496K +$496K +18,405 New
MFG
731
Merit Financial Group
Georgia
$492K -$8.65K -321 -2%
AC
732
Alley Company
Illinois
$490K -$6.39K -237 -1%
HKIM
733
Hayek Kallen Investment Management
Alabama
$490K +$490K +18,186 New
PTC
734
Private Trust Company
Ohio
$487K +$45.8K +1,701 +10%
RWRC
735
R.W. Roge & Company
New York
$486K -$25.1K -969 -5%
WS
736
Wedbush Securities
California
$486K +$170K +6,294 +54%
GLA
737
Good Life Advisors
Pennsylvania
$484K -$6.7K -249 -1%
HTC
738
Haverford Trust Company
Pennsylvania
$482K – – –
CCP
739
Clarkston Capital Partners
Michigan
$482K +$404 +15 +0.1%
MSA
740
Marino Stram & Associates
Massachusetts
$481K -$10.2K -378 -2%
LAIC
741
Lederer & Associates Investment Counsel
California
$478K +$7.68K +285 +2%
AWM
742
Aprio Wealth Management
Georgia
$474K -$36.7K -1,362 -7%
B
743
Bridgeworth
Alabama
$473K +$473K +17,553 New
FWM
744
FFT Wealth Management
Pennsylvania
$470K – – –
FHA
745
First Horizon Advisors
Tennessee
$469K -$8.57K -318 -2%
MWP
746
Madison Wealth Partners
Wisconsin
$469K – – –
GC
747
Gratus Capital
Georgia
$467K +$4.44K +165 +1%
BONH
748
Bank of New Hampshire
New Hampshire
$467K +$5.66K +210 +1%
BBA
749
BLB&B Advisors
Pennsylvania
$466K +$99.7K +3,696 +27%
MAS
750
Madden Advisory Services
Florida
$460K – – –
28 29
30
31 32