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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 %
HFA
776
HC Financial Advisors
California
$230K – – –
SA
777
Strategic Advisors
New York
$227K +$222 +9 +0.1%
WOC
778
West Oak Capital
California
$227K +$17.1K +690 +8%
GWSG
779
GPS Wealth Strategies Group
Colorado
$226K +$54.6K +2,205 +32%
FNBT
780
FineMark National Bank & Trust
Florida
$225K – – –
VWM
781
Vigilare Wealth Management
Arizona
$224K +$224K +9,033 New
PAM
782
Peak Asset Management
Colorado
$223K – – –
PO
783
Private Ocean
California
$223K +$223K +9,015 New
Betterment LLC
784
Betterment LLC
New York
$221K +$18.6K +753 +9%
RGC
785
Roberts, Glore & Co
Illinois
$219K – – –
RBCM
786
Raub Brock Capital Management
California
$219K +$1.71K +69 +0.8%
ESB
787
Essex Savings Bank
Connecticut
$218K – – –
SFP
788
Strategic Financial Partners
Oregon
$218K +$1.71K +69 +0.8%
PA
789
Procyon Advisors
Connecticut
$218K +$218K +8,823 New
DY
790
Dowling & Yahnke
California
$216K – – –
CWM
791
Concentric Wealth Management
California
$216K +$889 +36 +0.4%
CA
792
Cornerstone Advisory
Maryland
$212K +$212K +8,553 New
PCFFS
793
Pacific Center for Financial Services
California
$211K +$1.64K +66 +0.8%
CCB
794
Cutter & Co Brokerage
Missouri
$210K -$1.56K -63 -0.7%
CSIC
795
Clifford Swan Investment Counsel
California
$208K -$8.71K -336 -4%
LW
796
Linscomb Wealth
Texas
$208K -$5.5K -222 -3%
ZCM
797
Ziegler Capital Management
Illinois
$208K – – –
FA
798
Fountainhead AM
New Jersey
$208K +$1.63K +66 +0.8%
VCM
799
Vigilant Capital Management
Maine
$206K -$225K -9,072 -52%
PAM
800
Pegasus Asset Management
New York
$206K +$6.32K +255 +3%
30 31
32
33 34