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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 %
ETIA
826
Epic Trust Investment Advisors
Washington
$385K -$99.5K -3,780 -21%
JCM
827
Jacobi Capital Management
Pennsylvania
$384K +$24.2K +921 +7%
LNWTC
828
Laird Norton Wetherby Trust Company
Washington
$384K +$384K +14,610 New
WFA
829
West Financial Advisors
Iowa
$382K – – –
BIM
830
Bullseye Investment Management
Ohio
$381K -$259K -9,831 -40%
IWP
831
Insight Wealth Partners
Texas
$377K – – –
ES
832
ETF Store
Kansas
$375K -$3.14K -123 -0.8%
AP
833
Appleton Partners
Massachusetts
$375K +$51.3K +1,953 +16%
GW
834
GW & Wade
Massachusetts
$374K +$32K +1,218 +9%
SWA
835
Sutton Wealth Advisors
Florida
$374K -$9.78K -372 -3%
AFAS
836
Acorn Financial Advisory Services
Virginia
$372K +$31.8K +1,206 +9%
FFA
837
Founders Financial Alliance
North Carolina
$370K +$8.68K +330 +2%
First Manhattan
838
First Manhattan
New York
$370K +$94.5K +3,600 +34%
OAM
839
Oppenheimer Asset Management
New York
$369K +$19.8K +753 +6%
WCA
840
Westover Capital Advisors
Delaware
$366K +$15.1K +573 +4%
GGI
841
Godsey & Gibb Inc
Virginia
$362K +$42.2K +1,605 +13%
WWM
842
Wagner Wealth Management
South Carolina
$362K +$171K +6,516 +90%
TA
843
TruWealth Advisors
Louisiana
$362K +$362K +13,785 New
CL
844
Choreo LLC
Illinois
$358K +$358K +13,620 New
FLPIM
845
F.L. Putnam Investment Management
Massachusetts
$357K +$357K +13,572 New
SP
846
Successful Portfolios
Florida
$355K +$50K +1,902 +16%
TC
847
TownSquare Capital
Utah
$354K -$5.39M -205,095 -94%
WAS
848
WESPAC Advisors SoCal
California
$351K – – –
SFP
849
Sandbox Financial Partners
Maryland
$348K -$1.11K -42 -0.3%
ONSWM
850
Old North State Wealth Management
North Carolina
$348K +$2.29K +87 +0.7%
32 33
34
35 36