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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 %
BCP
751
Blue Chip Partners
Michigan
$568K +$72.7K +3,045 +15%
RRA
752
Round Rock Advisors
Connecticut
$566K -$21.1K -882 -4%
WCFA
753
Walkner Condon Financial Advisors
Wisconsin
$560K +$6.95K +291 +1%
SAM
754
Sawgrass Asset Management
Florida
$558K -$8.6K -360 -2%
Simplex Trading
755
Simplex Trading
Illinois
$558K +$558K +23,385 New
CAN
756
Claraphi Advisory Network
United States
$554K -$32.1K -1,344 -5%
SEP
757
Southland Equity Partners
Missouri
$552K -$20.8K -873 -4%
HNB
758
Huntington National Bank
Ohio
$551K -$620K – –
PTC
759
Private Trust Company
Ohio
$551K +$150K +6,276 +37%
FA
760
FC Advisory
Pennsylvania
$549K +$289K +12,108 +111%
MSA
761
Marino Stram & Associates
Massachusetts
$548K +$121K +5,076 +28%
MCC
762
Money Concepts Capital
Florida
$545K -$626K -26,046 -53%
SWM
763
Soundmark Wealth Management
Washington
$545K +$84.3K +3,528 +18%
AP
764
Appleton Partners
Massachusetts
$545K +$204K +8,532 +60%
DT
765
Diversified Trust
Tennessee
$543K +$303K +12,660 +126%
S
766
SignatureFD
Georgia
$542K -$45.2K -1,893 -8%
SAM
767
SignalPoint Asset Management
Missouri
$542K +$12.7K +534 +2%
JG
768
Jefferies Group
New York
$541K – – –
WCM
769
Windham Capital Management
Massachusetts
$537K – – –
KCM
770
Kanawha Capital Management
Virginia
$534K -$14.3K -600 -3%
CCA
771
Cobblestone Capital Advisors
New York
$528K +$3.58K +150 +0.7%
MCWA
772
Meadow Creek Wealth Advisors
Georgia
$527K -$58.5K -2,451 -10%
SIC
773
Sigma Investment Counselors
Michigan
$525K +$1.86K +78 +0.4%
OCM
774
One Capital Management
California
$520K +$54.5K +2,286 +12%
WSTAM
775
Wilbanks Smith & Thomas Asset Management
Virginia
$518K +$1.5K +63 +0.3%
29 30
31
32 33