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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 %
HFS
826
Hantz Financial Services
Michigan
$76K – – –
PGAM
827
Princeton Global Asset Management
New Jersey
$73K +$73K +2,895 New
TIM
828
Tortoise Investment Management
New York
$72K +$17.1K +681 +31%
RBC
829
Roble Belko & Company
Pennsylvania
$71K +$6.89K +273 +11%
TCM
830
TD Capital Management
Tennessee
$71K +$8.52K +339 +14%
LPWM
831
Lake Point Wealth Management
Texas
$67K +$67K +2,670 New
RFA
832
Reilly Financial Advisors
California
$61K -$90.7K -3,579 -60%
RIM
833
Rockbridge Investment Management
New York
$59K – – –
WT
834
Washington Trust
Rhode Island
$59K – – –
AL
835
ADE LLC
Maryland
$57K – – –
LWP
836
Laurel Wealth Planning
Minnesota
$55K +$55K +2,196 New
WC
837
Westwind Capital
New Mexico
$51K – – –
CCA
838
Column Capital Advisors
Indiana
$48K +$3K +120 +7%
AA
839
Addison Advisors
Vermont
$47K +$47K +1,845 New
BlackRock
840
BlackRock
New York
$46K +$2.14K +84 +5%
SFPG
841
Stonebridge Financial Planning Group
Florida
$46K +$19K +750 +71%
CYG
842
Clean Yield Group
Vermont
$43K +$43K +1,698 New
FP
843
Financial Perspectives
Minnesota
$42.9K -$3.08M -122,193 -99%
HIA
844
Harbor Investment Advisory
Maryland
$40K – – –
TFA
845
Toth Financial Advisory
Virginia
$40K +$10.8K +432 +37%
GCM
846
Gables Capital Management
Florida
$38K – – –
SJIM
847
St. Johns Investment Management
Florida
$36K – – –
BCA
848
Berman Capital Advisors
Georgia
$36K +$225 +9 +0.6%
SIM
849
Sonora Investment Management
Arizona
$35K +$10.3K +408 +42%
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$34K – – –
32 33
34
35 36