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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 %
KA
801
Klingman & Associates
New York
$205K – – –
WA
802
Waverly Advisors
Alabama
$205K +$205K +7,800 New
AF
803
Alerus Financial
North Dakota
$202K – – –
SFC
804
SYM Financial Corp
Indiana
$195K – – –
CA
805
Clearstead Advisors
Ohio
$193K +$1.19K +48 +0.6%
WWM
806
Wagner Wealth Management
South Carolina
$186K +$1.32K +51 +0.7%
RBC
807
Roble Belko & Company
Pennsylvania
$178K +$109K +4,395 +156%
HR
808
Howe & Rusling
New York
$177K +$95.5K +3,861 +117%
WWM
809
Wolff Wiese Magana
California
$171K +$1.11K +45 +0.7%
FCA
810
FinTrust Capital Advisors
South Carolina
$167K – – –
PMFA
811
Plante Moran Financial Advisors
Michigan
$165K +$68.8K +2,775 +71%
EW
812
Element Wealth
Mississippi
$160K – – –
FPFS
813
First Personal Financial Services
North Carolina
$159K – – –
PK
814
Pflug Koory
Nebraska
$157K – – –
EVM
815
Eaton Vance Management
Massachusetts
$156K -$146K -7,803 -48%
AIC
816
Archer Investment Corporation
Indiana
$154K +$154K +6,219 New
ARIS
817
Advanced Research Investment Solutions
California
$154K +$154K +6,219 New
MRCM
818
M&R Capital Management
New Jersey
$149K +$1.11K +45 +0.8%
DWMG
819
DB Wealth Management Group
California
$147K – – –
SSB
820
Sandy Spring Bank
Maryland
$146K +$7.36K +297 +5%
CCMW
821
Cypress Capital Management (Wyoming)
Wyoming
$144K – – –
TCWA
822
Ten Capital Wealth Advisors
Washington
$144K – – –
HFS
823
HBC Financial Services
Washington
$136K -$15.3K -606 -10%
SFP
824
Sterling Financial Planning
New Jersey
$129K +$110K +4,446 +568%
CAM
825
Costello Asset Management
Pennsylvania
$127K +$46.5K +1,878 +58%
31 32
33
34 35