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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 %
WCA
801
Westover Capital Advisors
Delaware
$360K +$12.7K +471 +4%
BKA
802
Brick & Kyle Associates
Pennsylvania
$360K +$360K +13,371 New
SFP
803
Sandbox Financial Partners
Maryland
$358K -$83K -3,078 -19%
OAM
804
Oppenheimer Asset Management
New York
$358K -$31.3K -1,161 -8%
SHWM
805
Silicon Hills Wealth Management
Texas
$356K -$122K -4,527 -26%
CA
806
Cornerstone Advisory
Maryland
$355K +$125K +4,620 +54%
ONSWM
807
Old North State Wealth Management
North Carolina
$354K +$354K +13,137 New
WAS
808
WESPAC Advisors SoCal
California
$352K – – –
GW
809
GW & Wade
Massachusetts
$350K -$4.04K -150 -1%
MHR
810
Matthew Hamilton Rosenberg
$349K – – –
AFAS
811
Acorn Financial Advisory Services
Virginia
$349K +$81 +3 +0%
KCFA
812
Key Client Fiduciary Advisors
New Jersey
$349K +$349K +12,954 New
AWA
813
Arete Wealth Advisors
Illinois
$348K – – –
JIC
814
Joel Isaacson & Co
New York
$348K +$1.38K +51 +0.4%
VCM
815
Virtue Capital Management
Tennessee
$347K +$347K +12,885 New
OWP
816
Obermeyer Wealth Partners
Colorado
$344K – – –
HWA
817
Heritage Wealth Advisors
Virginia
$343K – – –
PS
818
Planned Solutions
California
$340K +$340K +12,624 New
Allspring Global Investments
819
Allspring Global Investments
North Carolina
$339K +$339K +12,603 New
LFG
820
Lockerman Financial Group
California
$338K +$338K +12,609 New
SNBOSD
821
Security National Bank of So Dak
Iowa
$337K – – –
PP
822
Patten & Patten
Tennessee
$336K – – –
FFM
823
Forum Financial Management
Illinois
$336K +$336K +12,480 New
AIC
824
Argus Investors Counsel
New York
$335K – – –
AP
825
Appleton Partners
Massachusetts
$332K +$1.21K +45 +0.4%
31 32
33
34 35