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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 %
LWM
801
Lyell Wealth Management
California
$431K -$67K -2,547 -13%
WP
802
WMS Partners
Maryland
$422K +$16.2K +615 +4%
WOC
803
West Oak Capital
California
$419K +$126K +4,800 +43%
FCM
804
Firestone Capital Management
Florida
$418K +$1.34K +51 +0.3%
SLA
805
Silver Lake Advisory
Utah
$416K -$12.5K -474 -3%
SWMG
806
Sanchez Wealth Management Group
Florida
$416K – – –
TF
807
Trek Financial
Arizona
$415K -$94.9K -3,606 -19%
KCFA
808
Key Client Fiduciary Advisors
New Jersey
$414K +$73.3K +2,787 +22%
DSC
809
Duncker Streett & Co
Missouri
$410K -$400K -15,195 -49%
AL
810
Aspiriant LLC
California
$408K -$24.8K -942 -6%
RWP
811
RWA Wealth Partners
Massachusetts
$408K +$29.1K +1,104 +8%
1SB
812
1ST Source Bank
Indiana
$407K – – –
BKA
813
Brick & Kyle Associates
Pennsylvania
$407K +$55.2K +2,100 +16%
PFM
814
Parsec Financial Management
North Carolina
$405K – – –
YIH
815
Y-Intercept (HK)
Hong Kong
$400K -$666K -25,344 -62%
TFA
816
Triad Financial Advisors
North Carolina
$398K -$5.6K -213 -1%
GHA
817
GW Henssler & Associates
Georgia
$398K -$709 -27 -0.2%
BAM
818
Barrett Asset Management
New York
$398K – – –
MCWS
819
McKinley Carter Wealth Services
West Virginia
$390K -$153K -5,808 -28%
SSB
820
Sandy Spring Bank
Maryland
$389K +$242K +9,204 +164%
KFI
821
Key Financial Inc
Pennsylvania
$388K – – –
BOM
822
Bank of Marin
California
$387K -$194K -7,383 -33%
AP
823
Adero Partners
California
$387K -$34.5K -1,314 -8%
FWM
824
Finer Wealth Management
Massachusetts
$387K -$31.3K -1,191 -7%
CFA
825
Cahill Financial Advisors
Minnesota
$386K +$386K +14,670 New
31 32
33
34 35