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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 %
AFA
826
American Financial Advisors
Georgia
$329K +$7.75K +288 +2%
GGI
827
Godsey & Gibb Inc
Virginia
$328K -$12.3K -456 -4%
SC
828
Savant Capital
Illinois
$328K – – –
GWM
829
Guardian Wealth Management
Illinois
$327K +$327K +12,129 New
OFG
830
Omega Financial Group
California
$322K +$2.51K +93 +0.8%
AIM
831
Acropolis Investment Management
Missouri
$321K -$1.37K -51 -0.4%
RJT
832
Raymond James Trust
Florida
$319K +$3.08K +114 +1%
AIP
833
Almanack Investment Partners
Pennsylvania
$317K -$346K -12,834 -52%
LWA
834
LWS Wealth Advisors
New Jersey
$316K +$2.43K +90 +0.8%
9WM
835
9258 Wealth Management
Ohio
$316K +$316K +11,721 New
PFP
836
Pinnacle Financial Partners
Tennessee
$315K +$54.1K +2,010 +21%
TA
837
Trellis Advisors
Washington
$314K +$314K +11,637 New
JC
838
JB Capital
Connecticut
$314K +$25.7K +954 +9%
SP
839
Successful Portfolios
Florida
$312K +$8.07K +300 +3%
CSIC
840
Clifford Swan Investment Counsel
California
$311K +$94.9K +3,525 +44%
AWE
841
Avidian Wealth Enterprises
Texas
$311K +$311K +11,556 New
TC
842
Tenret Company
Florida
$308K -$7.35K -273 -2%
DAM
843
Delta Asset Management
Tennessee
$306K +$162 +6 +0.1%
MC
844
Moors & Cabot
Massachusetts
$306K +$48.8K +1,815 +19%
SFP
845
Sterling Financial Planning
New Jersey
$306K +$165K +6,114 +117%
RZH
846
Relyea Zuckerberg Hanson
Connecticut
$305K +$7.45K +288 +3%
DY
847
Dowling & Yahnke
California
$304K +$68.9K +2,559 +29%
PCM
848
Palouse Capital Management
Washington
$303K +$647 +24 +0.2%
PFGIA
849
Patriot Financial Group Insurance Agency
Massachusetts
$303K +$40.2K +1,488 +15%
CG
850
Corundum Group
Colorado
$302K – – –
32 33
34
35 36