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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 %
PCFFS
776
Pacific Center for Financial Services
California
$213K +$1.51K +60 +0.7%
DWM
777
Destination Wealth Management
California
$213K +$213K +8,436 New
ZCM
778
Ziegler Capital Management
Illinois
$212K – – –
CSIC
779
Clifford Swan Investment Counsel
California
$212K +$212K +8,361 New
FFA
780
Founders Financial Alliance
North Carolina
$211K +$683 +27 +0.3%
KA
781
Klingman & Associates
New York
$209K +$209K +8,298 New
Betterment LLC
782
Betterment LLC
New York
$206K -$38.3K -1,521 -16%
AF
783
Alerus Financial
North Dakota
$206K +$206K +8,160 New
JCIA
784
Jackson Creek Investment Advisors
Colorado
$205K -$6.05K -240 -3%
BJ
785
Brouwer & Janachowski
California
$205K +$205K +8,127 New
FA
786
Fountainhead AM
New Jersey
$203K – – –
PAM
787
Pegasus Asset Management
New York
$203K +$203K +8,055 New
AWM
788
Altium Wealth Management
New York
$202K +$202K +7,995 New
STA
789
Summit Trail Advisors
New York
$200K +$200K +7,929 New
SFC
790
SYM Financial Corp
Indiana
$198K – – –
CA
791
Clearstead Advisors
Ohio
$195K +$195K +7,746 New
TCOV
792
Trust Company of Vermont
Vermont
$193K – – –
WWM
793
Wagner Wealth Management
South Carolina
$180K -$27.1K -1,077 -13%
GWSG
794
GPS Wealth Strategies Group
Colorado
$174K +$98.5K +3,915 +131%
WWM
795
Wolff Wiese Magana
California
$173K +$982 +39 +0.6%
FCA
796
FinTrust Capital Advisors
South Carolina
$171K – – –
EW
797
Element Wealth
Mississippi
$163K – – –
FPFS
798
First Personal Financial Services
North Carolina
$162K – – –
PK
799
Pflug Koory
Nebraska
$160K +$76 +3 +0%
MRCM
800
M&R Capital Management
New Jersey
$151K +$151K +6,000 New
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32
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