SCHD icon

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 %
IIC
751
Ironwood Investment Counsel
Arizona
$459K -$19.5K -726 -4%
BDFN
752
Bond & Devick Financial Network
Minnesota
$455K – – –
CC
753
Commons Capital
Massachusetts
$453K +$453K +16,800 New
BFC
754
Bedel Financial Consulting
Indiana
$452K +$162 +6 +0%
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$447K +$81 +3 +0%
EIP
756
Ellis Investment Partners
Pennsylvania
$443K +$3.47K +129 +0.8%
AL
757
Aspiriant LLC
California
$442K +$41.9K +1,560 +10%
DWP
758
Destiny Wealth Partners
Florida
$439K – – –
SLA
759
Silver Lake Advisory
Utah
$439K +$2.99K +111 +0.7%
OCM
760
One Capital Management
California
$435K +$435K +16,152 New
AP
761
Adero Partners
California
$432K – – –
M&T Bank
762
M&T Bank
New York
$429K – – –
FWM
763
Finer Wealth Management
Massachusetts
$429K +$429K +15,924 New
CCM
764
Ciovacco Capital Management
Georgia
$427K -$3.16K -117 -0.7%
FCM
765
Firestone Capital Management
Florida
$427K +$6.31K +234 +2%
SWMG
766
Sanchez Wealth Management Group
Florida
$426K – – –
CHJWM
767
Carlton Hofferkamp & Jenks Wealth Management
Texas
$423K +$3.66K +141 +0.9%
MOS
768
MGO One Seven
Ohio
$421K +$54K +2,004 +15%
RBFC
769
Roman Butler Fullerton & Co
Missouri
$417K +$1.94K +72 +0.5%
1SB
770
1ST Source Bank
Indiana
$417K +$23.8K +885 +6%
WP
771
WMS Partners
Maryland
$416K -$37.3K -1,383 -8%
SEP
772
Southland Equity Partners
Missouri
$416K +$3.07K +114 +0.7%
PFM
773
Parsec Financial Management
North Carolina
$415K -$5.34K -198 -1%
VPIM
774
Vanguard Personalized Indexing Management
California
$415K – – –
SB
775
Simmons Bank
Arkansas
$415K +$115K +4,290 +39%
29 30
31
32 33