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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 %
WSTAM
751
Wilbanks Smith & Thomas Asset Management
Virginia
$552K +$59.7K +2,340 +12%
LBC
752
Lowe Brockenbrough & Co
Virginia
$549K +$158K +6,000 +40%
MHS
753
M Holdings Securities
Oregon
$549K +$549K +20,892 New
SIMM
754
Stillwater Investment Management (Minnesota)
Minnesota
$548K +$548K +20,850 New
BCP
755
Blue Chip Partners
Michigan
$545K +$3.23K +123 +0.6%
SL
756
Salomon & Ludwin
Virginia
$542K -$16.8K -639 -3%
HIS
757
Horizon Investment Services
Indiana
$539K +$183K +6,945 +51%
RCM
758
Rain Capital Management
Oregon
$532K +$3.31K +126 +0.6%
RI
759
Ridgewood Investments
New Jersey
$531K – – –
FCH
760
Freestone Capital Holdings
Washington
$528K +$244K +9,273 +86%
UB
761
UMB Bank
Missouri
$527K +$30.9K +1,176 +6%
EVM
762
Eaton Vance Management
Massachusetts
$517K +$282K +10,737 +120%
OCM
763
One Capital Management
California
$513K +$88.7K +3,375 +21%
CCM
764
Ciovacco Capital Management
Georgia
$509K +$92.2K +3,504 +22%
SWM
765
Soundmark Wealth Management
Washington
$507K +$3.24K +123 +0.6%
MFG
766
Merit Financial Group
Georgia
$506K +$26.2K +996 +5%
TRCT
767
Tower Research Capital (TRC)
New York
$501K +$501K +19,065 New
CI
768
Chartist Inc
California
$495K -$242K -9,213 -33%
CSI
769
Cross Staff Investments
New York
$492K -$12.6K -477 -2%
M&T Bank
770
M&T Bank
New York
$492K +$72.9K +2,769 +17%
HKIM
771
Hayek Kallen Investment Management
Alabama
$488K +$9.86K +375 +2%
Betterment LLC
772
Betterment LLC
New York
$488K +$246K +9,336 +101%
LMKC
773
L.M. Kohn & Company
Ohio
$488K +$488K +18,525 New
GAM
774
Grandview Asset Management
Pennsylvania
$479K -$60.8K -2,313 -11%
ZIM
775
Zacks Investment Management
Illinois
$477K -$42.7K -1,623 -8%
29 30
31
32 33