SCHD icon

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 %
SWM
776
Selective Wealth Management
Virginia
$518K +$507K +21,252 +4,723%
RWA
777
Redhawk Wealth Advisors
Minnesota
$516K -$112K -4,710 -18%
EWM
778
EPG Wealth Management
Georgia
$516K +$1.22K +51 +0.2%
I2I
779
Insight 2811 Inc
Illinois
$516K +$302K +12,645 +141%
IAG
780
Investment Advisory Group
Massachusetts
$514K +$2.08K +87 +0.4%
BWIA
781
Bryant Woods Investment Advisors
New York
$513K – – –
TPWA
782
TRUE Private Wealth Advisors
Oregon
$509K -$14.2K -594 -3%
HIS
783
Horizon Investment Services
Indiana
$508K +$19.3K +810 +4%
MWP
784
Madison Wealth Partners
Wisconsin
$506K +$90.2K +3,780 +22%
5L
785
55I LLC
Massachusetts
$502K -$126K -5,283 -20%
SIMM
786
Stillwater Investment Management (Minnesota)
Minnesota
$499K +$932 +39 +0.2%
KMWM
787
Keudell/Morrison Wealth Management
Oregon
$499K +$226K +9,480 +83%
DWT
788
Dorsey & Whitney Trust
South Dakota
$496K -$15.6K -654 -3%
PO
789
Private Ocean
California
$495K +$274K +11,505 +124%
SL
790
Salomon & Ludwin
Virginia
$492K – – –
HPC
791
HM Payson & Co
Maine
$488K +$399K +16,698 +447%
CI
792
CX Institutional
Indiana
$485K +$485K +20,307 New
RI
793
Ridgewood Investments
New Jersey
$482K – – –
TF
794
Trek Financial
Arizona
$482K +$105K +4,398 +28%
SFM
795
Signet Financial Management
New Jersey
$481K -$21.7K -909 -4%
AA
796
Advisory Alpha
Michigan
$480K -$123K -5,160 -20%
UB
797
UMB Bank
Missouri
$479K – – –
IC
798
IEQ Capital
California
$479K +$219K +9,165 +84%
MCWS
799
McKinley Carter Wealth Services
West Virginia
$468K +$114K +4,770 +32%
IIC
800
Ironwood Investment Counsel
Arizona
$465K -$46.5K -1,953 -9%
30 31
32
33 34