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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 %
AF
851
Apexium Financial
Texas
$347K -$44K -1,635 -11%
LFG
852
Lockerman Financial Group
California
$346K +$15.4K +588 +5%
MHR
853
Matthew Hamilton Rosenberg
$341K – – –
AIP
854
Almanack Investment Partners
Pennsylvania
$340K +$30.5K +1,158 +10%
APC
855
Asset Planning Corporation
Tennessee
$340K +$340K +12,927 New
Allspring Global Investments
856
Allspring Global Investments
North Carolina
$339K +$7.96K +303 +2%
EP
857
Eudaimonia Partners
Tennessee
$339K +$339K +12,897 New
Principal Financial Group
858
Principal Financial Group
Iowa
$339K +$339K +12,906 New
DY
859
Dowling & Yahnke
California
$337K +$39.5K +1,500 +13%
OWP
860
Obermeyer Wealth Partners
Colorado
$335K – – –
HWA
861
Heritage Wealth Advisors
Virginia
$335K – – –
SA
862
Strategic Advisors
New York
$335K +$93.9K +3,579 +39%
AFA
863
American Financial Advisors
Georgia
$334K +$12.2K +462 +4%
GWSG
864
GPS Wealth Strategies Group
Colorado
$330K +$113K +4,302 +52%
SHWM
865
Silicon Hills Wealth Management
Texas
$329K -$17.8K -678 -5%
SNBOSD
866
Security National Bank of So Dak
Iowa
$329K – – –
ESB
867
Essex Savings Bank
Connecticut
$329K +$107K +4,089 +48%
PP
868
Patten & Patten
Tennessee
$328K – – –
SC
869
Savant Capital
Illinois
$328K +$7.89K +300 +2%
AIC
870
Argus Investors Counsel
New York
$327K – – –
FFM
871
Forum Financial Management
Illinois
$322K -$5.99K -228 -2%
BAWC
872
Boyce & Associates Wealth Consulting
Texas
$322K +$322K +12,243 New
FHA
873
First Horizon Advisors
Tennessee
$317K -$141K -5,352 -31%
OFG
874
Omega Financial Group
California
$316K +$2.05K +78 +0.7%
AWM
875
Aries Wealth Management
Maine
$316K +$316K +12,018 New
33 34
35
36 37