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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
$1.4B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
Wealthfront Advisers
California
$682M
4
LPL Financial
LPL Financial
California
$270M
5
SCA
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$314M
2
MNG
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
801
DB Wealth Management Group
California
$150K – – –
HFS
802
HBC Financial Services
Washington
$148K – – –
CCMW
803
Cypress Capital Management (Wyoming)
Wyoming
$147K – – –
TCWA
804
Ten Capital Wealth Advisors
Washington
$146K +$85.8K +3,408 +143%
SSB
805
Sandy Spring Bank
Maryland
$141K +$76 +3 +0.1%
BWA
806
BDO Wealth Advisors
Florida
$126K +$32.1K +1,272 +34%
FMP
807
Financial Management Professionals
Texas
$117K +$378 +15 +0.3%
GT
808
Glenmede Trust
Pennsylvania
$116K -$5.13K -204 -4%
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$68.6K +2,721 +158%
William Blair & Company
810
William Blair & Company
Illinois
$110K +$378 +15 +0.3%
GAM
811
Gemmer Asset Management
California
$105K +$680 +27 +0.7%
TC
812
Trust Company
Kansas
$102K -$36.3K -1,446 -26%
HGWM
813
Harvest Group Wealth Management
Massachusetts
$102K +$102K +4,050 New
EWM
814
Evermay Wealth Management
Virginia
$101K +$101K +4,005 New
PWMG
815
Prestige Wealth Management Group
New Jersey
$98K – – –
PMFA
816
Plante Moran Financial Advisors
Michigan
$98K +$41.9K +1,659 +75%
TWA
817
TCI Wealth Advisors
Arizona
$95K +$76 +3 +0.1%
FF
818
FourThought Financial
Florida
$92K +$17.1K +687 +23%
CIR
819
Clear Investment Research
Georgia
$91K +$49.6K +1,965 +120%
BA
820
Ballast Advisors
Minnesota
$90K – – –
SQA
821
Simon Quick Advisors
New Jersey
$86K – – –
HR
822
Howe & Rusling
New York
$83K +$78.5K +3,114 +1,730%
CAM
823
Costello Asset Management
Pennsylvania
$82K +$7.65K +303 +10%
AWM
824
Accel Wealth Management
Iowa
$79K +$11.8K +468 +18%
SCA
825
Stonebridge Capital Advisors
Minnesota
$78K +$39.1K +1,581 +100%
31 32
33
34 35