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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 %
CWM
851
Collaborative Wealth Management
Florida
$302K +$302K +11,199 New
EI
852
Ellevest Inc
New York
$301K -$76.4K -2,835 -20%
LRPA
853
L. Roy Papp & Associates
Arizona
$301K – – –
RRC
854
Relaxing Retirement Coach
Massachusetts
$301K – – –
PP
855
PDS Planning
Ohio
$300K +$26.2K +972 +10%
WOC
856
West Oak Capital
California
$300K +$53.3K +1,983 +22%
AGA
857
Arkos Global Advisors
Texas
$300K +$300K +11,130 New
JSW
858
Journey Strategic Wealth
New Jersey
$299K +$299K +11,100 New
PA
859
Perennial Advisors
New York
$297K +$1.21K +45 +0.4%
CWA
860
Clearview Wealth Advisors
Oregon
$296K -$23.7K -882 -7%
DI
861
Disciplined Investments
Oklahoma
$296K +$2.35K +87 +0.8%
WA
862
Wealth Architects
California
$295K +$295K +10,965 New
TWM
863
Thrive Wealth Management
Pennsylvania
$294K +$294K +10,908 New
ZIMP
864
Zimmermann Investment Management & Planning
Pennsylvania
$294K +$294K +10,926 New
GG
865
Gofen & Glossberg
Illinois
$293K -$6.47K -240 -2%
HAC
866
Harbor Advisory Corp
New Hampshire
$293K – – –
FCH
867
Freestone Capital Holdings
Washington
$292K +$3.73K +138 +1%
CAL
868
Capital Advisors Ltd
Ohio
$291K +$1.54K +57 +0.5%
JIP
869
Jaffetilchin Investment Partners
Florida
$284K +$2.1K +78 +0.7%
NP
870
NorthRock Partners
Minnesota
$282K -$40.6K -1,506 -13%
BAM
871
Berkshire Asset Management
Pennsylvania
$282K -$30.4K -1,128 -10%
MWA
872
Meridian Wealth Advisors
Texas
$282K -$10.7K -396 -4%
CA
873
Carson Advisory
Georgia
$282K +$282K +10,470 New
First Manhattan
874
First Manhattan
New York
$282K +$282K +10,500 New
GCA
875
Genesee Capital Advisors
New York
$281K +$2.18K +81 +0.8%
33 34
35
36 37