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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 %
SNBOSCI
751
Security National Bank of Sioux City Iowa
Iowa
$251K -$58.3K -2,358 -19%
PP
752
PDS Planning
Ohio
$251K +$3.78K +153 +2%
CPC
753
Consolidated Planning Corp
Georgia
$249K +$249K +10,077 New
NHC
754
Nicholas Hoffman & Company
Georgia
$248K +$6.99K +282 +3%
AFG
755
Arkansas Financial Group
Arkansas
$247K – – –
IWA
756
Intercontinental Wealth Advisors
Texas
$245K – – –
MCM
757
Maryland Capital Management
Maryland
$245K +$6.45K +261 +3%
CWM
758
Cornerstone Wealth Management
Missouri
$244K +$1.11K +45 +0.5%
RIA
759
Realta Investment Advisors
Delaware
$244K +$244K +9,864 New
SBH
760
Segall Bryant & Hamill
Illinois
$243K +$34.3K +1,383 +16%
SMC
761
Smith, Moore & Co
Missouri
$241K – – –
ODIJL
762
One Day In July LLC
Vermont
$240K +$14.9K +603 +7%
RFA
763
Reilly Financial Advisors
California
$240K +$180K +7,284 +303%
PFP
764
Pinnacle Financial Partners
Tennessee
$240K +$240K +9,684 New
GC
765
Grimes & Company
Massachusetts
$239K +$74 +3 +0%
MFG
766
Magnus Financial Group
New York
$239K +$74 +3 +0%
B
767
Bailard
California
$239K +$29.3K +1,185 +14%
CC
768
Cadinha & Co
Hawaii
$238K -$22.3K -900 -9%
NFSG
769
Newbridge Financial Services Group
Florida
$237K -$6.24K -252 -3%
MC
770
Moors & Cabot
Massachusetts
$237K +$237K +9,558 New
GSEP
771
Golden State Equity Partners
California
$237K +$237K +9,561 New
PFA
772
Pure Financial Advisors
California
$237K +$237K +9,564 New
DLCIG
773
D.L. Carlson Investment Group
New Hampshire
$236K +$74 +3 +0%
LFAS
774
Level Four Advisory Services
Texas
$236K +$236K +9,525 New
MSCM
775
McElhenny Sheffield Capital Management
Texas
$236K +$236K +9,540 New
29 30
31
32 33