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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 %
RWRC
776
R.W. Roge & Company
New York
$477K -$16.2K -618 -3%
HTC
777
Haverford Trust Company
Pennsylvania
$470K – – –
MSA
778
Marino Stram & Associates
Massachusetts
$470K – – –
CA
779
Clearstead Advisors
Ohio
$470K +$70K +2,664 +18%
LAIC
780
Lederer & Associates Investment Counsel
California
$466K – – –
MOS
781
MGO One Seven
Ohio
$466K +$54.8K +2,082 +13%
BBA
782
BLB&B Advisors
Pennsylvania
$465K +$10.3K +390 +2%
FWM
783
FFT Wealth Management
Pennsylvania
$462K +$3K +114 +0.7%
UIA
784
Ulland Investment Advisors
Minnesota
$459K -$463K -17,610 -50%
MWP
785
Madison Wealth Partners
Wisconsin
$458K +$158 +6 +0%
JIC
786
Joel Isaacson & Co
New York
$458K +$120K +4,569 +35%
BONH
787
Bank of New Hampshire
New Hampshire
$456K – – –
SBH
788
Segall Bryant & Hamill
Illinois
$455K +$455K +17,289 New
MAS
789
Madden Advisory Services
Florida
$454K +$5.05K +192 +1%
AIMC
790
Alley Investment Management Company
Illinois
$453K +$453K +17,241 New
VPIM
791
Vanguard Personalized Indexing Management
California
$451K +$46.3K +1,764 +11%
PTC
792
Private Trust Company
Ohio
$442K -$33K -1,257 -7%
CC
793
Commons Capital
Massachusetts
$442K +$158 +6 +0%
RBFC
794
Roman Butler Fullerton & Co
Missouri
$441K +$34.2K +1,302 +8%
BFC
795
Bedel Financial Consulting
Indiana
$439K -$2.29K -87 -0.5%
T
796
TRUADVICE
Florida
$438K +$438K +17,304 New
KFGK
797
Keystone Financial Group (Kentucky)
Kentucky
$436K – – –
EIP
798
Ellis Investment Partners
Pennsylvania
$435K +$2.84K +108 +0.7%
CHJWM
799
Carlton Hofferkamp & Jenks Wealth Management
Texas
$434K +$2.86K +108 +0.7%
ALWM
800
Andrews Lucia Wealth Management
California
$432K +$432K +16,029 New
30 31
32
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