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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.

New
Increased
Maintained
Reduced
Closed
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
Northwestern Mutual Wealth Management
Wisconsin
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
726
Walkner Condon Financial Advisors
Wisconsin
$609K -$82.9K -3,150 -12%
ECM
727
Evergreen Capital Management
Washington
$605K +$1.42K +54 +0.2%
GLA
728
Good Life Advisors
Pennsylvania
$605K +$132K +5,031 +28%
KCM
729
Kanawha Capital Management
Virginia
$604K – – –
CPIA
730
Cornell Pochily Investment Advisors
New York
$604K +$1.81K +69 +0.3%
SG
731
StoneX Group
New York
$599K +$86.5K +3,291 +17%
TC
732
TAP Consulting
Missouri
$597K -$289K -10,986 -33%
FFC
733
First Financial Corp
Indiana
$597K -$26.2K -996 -4%
JG
734
Jefferies Group
New York
$595K – – –
WCM
735
Windham Capital Management
Massachusetts
$592K – – –
WKWM
736
Walter & Keenan Wealth Management
Indiana
$586K – – –
BDFN
737
Bond & Devick Financial Network
Minnesota
$586K +$142K +5,397 +32%
SAM
738
SignalPoint Asset Management
Missouri
$583K +$14.5K +552 +3%
CCA
739
Cobblestone Capital Advisors
New York
$578K -$67.2K -2,556 -10%
SB
740
Sunflower Bank
Texas
$577K -$275K -10,443 -32%
TPWA
741
TRUE Private Wealth Advisors
Oregon
$576K -$50.2K -1,911 -8%
SIC
742
Sigma Investment Counselors
Michigan
$576K -$23.1K -879 -4%
EWM
743
EPG Wealth Management
Georgia
$566K +$54.2K +2,064 +11%
BWIA
744
Bryant Woods Investment Advisors
New York
$565K – – –
DWT
745
Dorsey & Whitney Trust
South Dakota
$564K -$1.5K -57 -0.3%
IIC
746
Ironwood Investment Counsel
Arizona
$564K +$116K +4,413 +26%
IAG
747
Investment Advisory Group
Massachusetts
$562K +$157 +6 +0%
SWP
748
Summit Wealth Partners
Florida
$559K – – –
MW
749
MBL Wealth
North Carolina
$559K +$559K +21,240 New
SFM
750
Signet Financial Management
New Jersey
$554K -$8.21K -312 -1%
28 29
30
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