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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 %
MA
851
MUFG Americas
New York
$59K +$59K +2,400 New
RIM
852
Rockbridge Investment Management
New York
$58K – – –
WT
853
Washington Trust
Rhode Island
$57K – – –
AL
854
ADE LLC
Maryland
$56K – – –
CFA
855
Cahill Financial Advisors
Minnesota
$56K +$56K +2,247 New
WC
856
Westwind Capital
New Mexico
$50K – – –
CCA
857
Column Capital Advisors
Indiana
$49K +$1.84K +75 +4%
SC
858
Steph & Co
Wisconsin
$48K +$48K +1,950 New
AA
859
Addison Advisors
Vermont
$46K – – –
Optiver Holding
860
Optiver Holding
Netherlands
$46K +$38.3K +1,560 +495%
FP
861
Financial Perspectives
Minnesota
$42.2K +$74 +3 +0.2%
CYG
862
Clean Yield Group
Vermont
$42K – – –
HIA
863
Harbor Investment Advisory
Maryland
$40K – – –
SCA
864
Stonebridge Capital Advisors
Minnesota
$39K -$38.4K -1,566 -50%
BlackRock
865
BlackRock
New York
$38K -$6.41K -261 -14%
GCM
866
Gables Capital Management
Florida
$37K – – –
SJIM
867
St. Johns Investment Management
Florida
$37K +$1.27K +51 +4%
BA
868
Bellwether Advisors
Nebraska
$37K +$29.7K +1,203 +409%
BCA
869
Berman Capital Advisors
Georgia
$35K +$290 +12 +0.8%
RDFA
870
Ritter Daniher Financial Advisory
Ohio
$33K – – –
Kayne Anderson Rudnick Investment Management
871
Kayne Anderson Rudnick Investment Management
California
$32K – – –
AW
872
Avion Wealth
Texas
$32K +$3.65K +150 +13%
PWM
873
Prentice Wealth Management
New York
$31K – – –
AA
874
AlphaMark Advisors
Kentucky
$30K – – –
RTC
875
Riverview Trust Company
Washington
$30K – – –
33 34
35
36 37