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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 %
CFA
801
Cahill Financial Advisors
Minnesota
$461K +$111K +4,629 +32%
IWS
802
Insight Wealth Strategies
California
$460K +$233K +9,756 +103%
AWM
803
Angeles Wealth Management
California
$460K +$460K +19,248 New
MG
804
Mather Group
Illinois
$459K +$459K +19,242 New
ARC
805
Advisor Resource Council
Texas
$459K +$459K +19,248 New
RJT
806
Raymond James Trust
Florida
$458K +$172K +7,200 +60%
RBFC
807
Roman Butler Fullerton & Co
Missouri
$454K +$52.3K +2,184 +13%
CSI
808
Cross Staff Investments
New York
$446K – – –
M&T Bank
809
M&T Bank
New York
$446K +$17.9K +780 +4%
EVM
810
Eaton Vance Management
Massachusetts
$444K -$25.8K -1,080 -5%
BONH
811
Bank of New Hampshire
New Hampshire
$436K +$21.5K +900 +5%
RCM
812
Rain Capital Management
Oregon
$432K -$51.6K -2,160 -11%
RWRC
813
R.W. Roge & Company
New York
$429K -$4.08K -171 -0.9%
HTC
814
Haverford Trust Company
Pennsylvania
$427K – – –
SBH
815
Segall Bryant & Hamill
Illinois
$425K +$11.8K +492 +3%
AFAS
816
Acorn Financial Advisory Services
Virginia
$425K +$88.7K +3,723 +26%
JIC
817
Joel Isaacson & Co
New York
$420K +$2.44K +102 +0.6%
MW
818
MBL Wealth
North Carolina
$418K -$89.6K -3,750 -18%
HKIM
819
Hayek Kallen Investment Management
Alabama
$416K -$26.8K -1,125 -6%
AWA
820
Arete Wealth Advisors
Illinois
$414K +$301K +28,878 +267%
BBA
821
BLB&B Advisors
Pennsylvania
$412K -$9.96K -417 -2%
CHJWM
822
Carlton Hofferkamp & Jenks Wealth Management
Texas
$412K +$16.4K +681 +4%
Financial Engines Advisors
823
Financial Engines Advisors
California
$405K +$211K +8,853 +109%
AIMC
824
Alley Investment Management Company
Illinois
$401K -$10.4K -435 -3%
CC
825
Commons Capital
Massachusetts
$401K +$143 +6 +0%
31 32
33
34 35