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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 %
HFA
851
Hoover Financial Advisors
Pennsylvania
$34K +$747 +30 +2%
RP
852
Rice Partnership
Hawaii
$33K +$33K +1,326 New
Kayne Anderson Rudnick Investment Management
853
Kayne Anderson Rudnick Investment Management
California
$32K – – –
PWM
854
Prentice Wealth Management
New York
$32K – – –
CFFP
855
Center for Financial Planning
Michigan
$31K – – –
FHC
856
First Horizon Corporation
Tennessee
$31K +$31K +1,233 New
AA
857
AlphaMark Advisors
Kentucky
$30K – – –
RTC
858
Riverview Trust Company
Washington
$30K +$30K +1,200 New
AW
859
Avion Wealth
Texas
$29K +$75 +3 +0.3%
FMII
860
Farmers & Merchants Investments Inc
Nebraska
$28K -$2.09K -84 -7%
AIP
861
Ameritas Investment Partners
Nebraska
$28K +$20.5K +825 +275%
ACA
862
Aptus Capital Advisors
Alabama
$27K +$1.88K +75 +7%
PGWM
863
Parisi Gray Wealth Management
New Jersey
$27K +$27K +1,056 New
LAS
864
Lloyd Advisory Services
Georgia
$27K +$26.2K +1,056 +3,200%
CB
865
Community Bank
New York
$26K -$6.17K -249 -19%
MFT
866
Moisand Fitzgerald Tamayo
Florida
$26K – – –
JWA
867
JFS Wealth Advisors
Pennsylvania
$24K +$22.1K +867 +1,156%
DTIM
868
Danda Trouve Investment Management
Kansas
$24K +$22.9K +900 +2,000%
OC
869
Oakworth Capital
Alabama
$23K -$47K -1,833 -67%
EL
870
EMFO LLC
Florida
$21K +$21K +837 New
OIA
871
Optimum Investment Advisors
Illinois
$20K +$74 +3 +0.4%
SFP
872
Sterling Financial Planning
New Jersey
$20K +$153 +6 +0.8%
BCM
873
Blume Capital Management
California
$20K +$20K +786 New
1IA
874
1834 Investment Advisors
Wisconsin
$18K – – –
HWMA
875
Heritage Wealth Management (Arizona)
Arizona
$18K +$18K +705 New
33 34
35
36 37