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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 %
TFA
776
Triad Financial Advisors
North Carolina
$414K +$414K +15,363 New
CA
777
Clearstead Advisors
Ohio
$410K +$200K +7,422 +95%
PIP
778
Peachtree Investment Partners
Florida
$410K +$332K +12,297 +423%
GHA
779
GW Henssler & Associates
Georgia
$409K +$409K +15,180 New
BAM
780
Barrett Asset Management
New York
$408K – – –
RFA
781
Reilly Financial Advisors
California
$406K +$145K +5,364 +55%
CCA
782
Checchi Capital Advisers
California
$405K – – –
CNB
783
Camden National Bank
Maine
$404K +$404K +14,991 New
LBC
784
Lowe Brockenbrough & Co
Virginia
$400K – – –
FM
785
Foster & Motley
Ohio
$400K +$40.1K +1,491 +11%
KFI
786
Key Financial Inc
Pennsylvania
$398K -$17.2K -639 -4%
PA
787
Probity Advisors
Texas
$397K – – –
RWA
788
River Wealth Advisors
Pennsylvania
$394K -$56.9K -2,112 -13%
SWA
789
Sutton Wealth Advisors
Florida
$393K +$18.4K +684 +5%
WFA
790
West Financial Advisors
Iowa
$391K -$970 -36 -0.2%
AF
791
Apexium Financial
Texas
$391K +$391K +14,526 New
RWP
792
RWA Wealth Partners
Massachusetts
$388K -$1.21K -45 -0.3%
IWP
793
Insight Wealth Partners
Texas
$386K – – –
ES
794
ETF Store
Kansas
$385K +$385K +14,802 New
VCWA
795
Vanguard Capital Wealth Advisors
Colorado
$375K +$67.3K +2,502 +22%
HPC
796
HM Payson & Co
Maine
$372K +$372K +13,812 New
FFA
797
Founders Financial Alliance
North Carolina
$370K +$83.5K +3,099 +29%
JCM
798
Jacobi Capital Management
Pennsylvania
$368K +$161 +6 +0%
HIS
799
Horizon Investment Services
Indiana
$365K +$18.2K +675 +5%
WPC
800
Wedmont Private Capital
Pennsylvania
$364K +$364K +13,335 New
30 31
32
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