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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.

New
Increased
Maintained
Reduced
Closed
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
Meitav Investment House
Israel
+$129M
2
MFG
Merit Financial Group
Georgia
+$122M
3
LPL Financial
LPL Financial
California
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
726
Holderness Investments Company
North Carolina
$635K +$18.4K +771 +3%
IFWM
727
Institute for Wealth Management
Colorado
$629K -$50.6K -2,121 -7%
IC
728
Intersect Capital
California
$629K – – –
RP
729
Rowlandmiller & Partners
Georgia
$625K – – –
JWM
730
Jackson Wealth Management
Florida
$621K -$1.03M -43,278 -62%
CCP
731
Clarkston Capital Partners
Michigan
$621K -$25.4K -1,062 -4%
MOS
732
MGO One Seven
Ohio
$620K +$197K +8,259 +47%
OIM
733
Opus Investment Management
Massachusetts
$618K -$10.1M -423,300 -94%
BDFN
734
Bond & Devick Financial Network
Minnesota
$618K +$85.5K +3,579 +16%
BFA
735
Beacon Financial Advisory
Ohio
$611K – – –
CA
736
Centerpoint Advisors
Massachusetts
$609K +$427K +17,901 +235%
LAIC
737
Lederer & Associates Investment Counsel
California
$608K +$185K +7,725 +44%
SG
738
StoneX Group
New York
$608K +$64.2K +2,688 +12%
BFG
739
Bouchey Financial Group
New York
$606K -$1.93K -81 -0.3%
Millennium Management
740
Millennium Management
New York
$599K -$1.14M -47,841 -66%
WKWM
741
Walter & Keenan Wealth Management
Indiana
$593K +$60.9K +2,550 +11%
MSAM
742
Moloney Securities Asset Management
Missouri
$590K -$1.33M -55,503 -69%
RRWA
743
Rainey & Randall Wealth Advisors
Florida
$584K +$3.08K +129 +0.5%
Squarepoint
744
Squarepoint
New York
$584K +$584K +24,474 New
CA
745
Calton & Associates
Florida
$580K +$7.73K +324 +1%
OFG
746
Omega Financial Group
California
$580K +$293K +12,276 +102%
LA
747
Legacy Advisors
Pennsylvania
$575K +$575K +24,078 New
KFI
748
Key Financial Inc
Pennsylvania
$574K +$219K +9,084 +62%
BHWM
749
Bar Harbor Wealth Management
New Hampshire
$573K +$573K +24,000 New
CWA
750
Core Wealth Advisors
Florida
$572K -$26.5K -1,110 -4%
28 29
30
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