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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 %
OAM
751
Oppenheimer Asset Management
New York
$241K +$241K +9,579 New
VCWA
752
Vanguard Capital Wealth Advisors
Colorado
$240K +$240K +9,546 New
EWA
753
Exencial Wealth Advisors
Oklahoma
$238K +$227 +9 +0.1%
LWANC
754
Laurel Wealth Advisors (North Carolina)
North Carolina
$237K – – –
HFA
755
HC Financial Advisors
California
$234K – – –
MSS
756
Mitchell Sinkler & Starr
Pennsylvania
$234K – – –
FCH
757
Freestone Capital Holdings
Washington
$233K +$233K +9,255 New
MWP
758
Madison Wealth Partners
Wisconsin
$232K +$232K +9,192 New
SA
759
Strategic Advisors
New York
$231K +$12.5K +498 +6%
SNBOSD
760
Security National Bank of So Dak
Iowa
$230K -$166K -6,573 -42%
ODIJL
761
One Day In July LLC
Vermont
$230K – – –
FNBT
762
FineMark National Bank & Trust
Florida
$229K +$229K +9,093 New
PAM
763
Peak Asset Management
Colorado
$227K – – –
RGC
764
Roberts, Glore & Co
Illinois
$223K – – –
MCM
765
McRae Capital Management
New Jersey
$223K +$223K +8,835 New
RBCM
766
Raub Brock Capital Management
California
$221K +$1.58K +63 +0.7%
SFP
767
Strategic Financial Partners
Oregon
$220K +$1.59K +63 +0.7%
DY
768
Dowling & Yahnke
California
$220K +$220K +8,739 New
CWM
769
Concentric Wealth Management
California
$219K +$905 +36 +0.4%
LW
770
Linscomb Wealth
Texas
$217K +$217K +8,622 New
ESB
771
Essex Savings Bank
Connecticut
$216K +$216K +8,436 New
CCB
772
Cutter & Co Brokerage
Missouri
$215K +$215K +8,535 New
WOC
773
West Oak Capital
California
$214K +$33.3K +1,320 +18%
SBH
774
Segall Bryant & Hamill
Illinois
$213K -$3.27K -129 -2%
B
775
Bailard
California
$213K – – –
29 30
31
32 33