SCHD icon

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
$268M
2
Bank of America
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
Wealthfront Advisers
California
$736M
5
WANY
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
CVA Family Office
Colorado
$9.13M
5
MNG
Manning & Napier Group
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
826
Gemmer Asset Management
California
$126K +$23.1K +936 +22%
SIM
827
Sonora Investment Management
Arizona
$121K +$86.9K +3,525 +255%
BWA
828
BDO Wealth Advisors
Florida
$117K -$6.07K -246 -5%
FMP
829
Financial Management Professionals
Texas
$117K +$1.94K +78 +2%
GT
830
Glenmede Trust
Pennsylvania
$113K – – –
TC
831
Trust Company
Kansas
$105K +$4.74K +192 +5%
TFA
832
Toth Financial Advisory
Virginia
$105K +$65.6K +2,661 +166%
CIR
833
Clear Investment Research
Georgia
$102K +$13.2K +534 +15%
HGWM
834
Harvest Group Wealth Management
Massachusetts
$100K – – –
EWM
835
Evermay Wealth Management
Virginia
$99K – – –
PWMG
836
Prestige Wealth Management Group
New Jersey
$95K -$814 -33 -0.8%
AWM
837
Accel Wealth Management
Iowa
$95K +$17.1K +690 +22%
TWA
838
TCI Wealth Advisors
Arizona
$93K +$74 +3 +0.1%
RTL
839
Red Tortoise LLC
Georgia
$89K +$89K +4,011 New
BA
840
Ballast Advisors
Minnesota
$88K – – –
RP
841
Rice Partnership
Hawaii
$88K +$55.4K +2,250 +170%
SQA
842
Simon Quick Advisors
New Jersey
$84K – – –
ACA
843
Aptus Capital Advisors
Alabama
$80K +$53.3K +2,160 +200%
JWA
844
JFS Wealth Advisors
Pennsylvania
$79K +$55.7K +2,253 +239%
FF
845
FourThought Financial
Florida
$74K -$16.9K -687 -19%
HFS
846
Hantz Financial Services
Michigan
$74K – – –
PIP
847
Peachtree Investment Partners
Florida
$72K -$182K -7,338 -72%
TIM
848
Tortoise Investment Management
New York
$71K – – –
TCM
849
TD Capital Management
Tennessee
$71K +$598 +24 +0.8%
HA
850
Herold Advisors
New York
$66K +$66K +2,700 New
32 33
34
35 36