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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 %
VPIM
826
Vanguard Personalized Indexing Management
California
$399K -$10.6K -444 -3%
BFC
827
Bedel Financial Consulting
Indiana
$399K +$215 +9 +0.1%
EIP
828
Ellis Investment Partners
Pennsylvania
$399K +$3.87K +162 +1%
GWSG
829
GPS Wealth Strategies Group
Colorado
$398K +$98.5K +4,131 +33%
AFA
830
American Financial Advisors
Georgia
$397K +$93.7K +3,921 +31%
GAM
831
Grandview Asset Management
Pennsylvania
$395K -$39.9K -1,671 -9%
LWM
832
Lyell Wealth Management
California
$394K +$2.65K +111 +0.7%
TC
833
TAP Consulting
Missouri
$389K -$153K -6,417 -28%
FFA
834
Founders Financial Alliance
North Carolina
$388K +$52.3K +2,190 +16%
FPAS
835
Focus Partners Advisor Solutions
Missouri
$387K +$106K +4,452 +38%
AL
836
Aspiriant LLC
California
$386K +$15.3K +639 +4%
FCM
837
Firestone Capital Management
Florida
$381K +$1.79K +75 +0.5%
SLA
838
Silver Lake Advisory
Utah
$381K +$3.16K +132 +0.8%
RWP
839
RWA Wealth Partners
Massachusetts
$381K +$11.4K +477 +3%
ETIA
840
Epic Trust Investment Advisors
Washington
$381K +$31.5K +1,320 +9%
SWMG
841
Sanchez Wealth Management Group
Florida
$378K – – –
CFN
842
Cordasco Financial Network
Florida
$378K +$187K +7,830 +98%
FWCM
843
Ferguson Wellman Capital Management
Oregon
$374K +$93.2K +3,903 +33%
DSC
844
Duncker Streett & Co
Missouri
$372K +$215 +9 +0.1%
1SB
845
1ST Source Bank
Indiana
$370K – – –
WP
846
WMS Partners
Maryland
$369K -$13.7K -576 -4%
PFM
847
Parsec Financial Management
North Carolina
$367K – – –
TFA
848
Triad Financial Advisors
North Carolina
$362K – – –
SFS
849
Solitude Financial Services
Virginia
$362K +$362K +15,150 New
DWM
850
Destination Wealth Management
California
$361K +$107K +4,500 +42%
32 33
34
35 36