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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 %
GHA
851
GW Henssler & Associates
Georgia
$360K -$1.79K -75 -0.5%
CW
852
Connectus Wealth
Ohio
$359K +$109K +4,563 +44%
SP
853
Successful Portfolios
Florida
$358K +$35.5K +1,488 +11%
VWM
854
Vigilare Wealth Management
Arizona
$357K +$145K +6,066 +68%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$356K +14,919 New
ES
856
ETF Store
Kansas
$354K +$2.8K +117 +0.8%
BAWC
857
Boyce & Associates Wealth Consulting
Texas
$354K +$61.4K +2,571 +21%
SSB
858
Sandy Spring Bank
Maryland
$353K -$933 -39 -0.3%
AIP
859
Ahrens Investment Partners
Louisiana
$353K +$315K +13,200 +838%
LMKC
860
L.M. Kohn & Company
Ohio
$350K -$92.3K -3,867 -21%
AP
861
Adero Partners
California
$350K – – –
CA
862
Carson Advisory
Georgia
$348K +$64.3K +2,697 +23%
TRCT
863
Tower Research Capital (TRC)
New York
$345K -$111K -4,632 -24%
JCM
864
Jacobi Capital Management
Pennsylvania
$345K -$4.02K -168 -1%
VFA
865
Valeo Financial Advisors
Indiana
$344K -$509K -21,306 -60%
BKA
866
Brick & Kyle Associates
Pennsylvania
$343K -$24.5K -1,032 -7%
FWM
867
Finer Wealth Management
Massachusetts
$343K -$8.89K -372 -3%
WFA
868
West Financial Advisors
Iowa
$343K -$3.37K -141 -1%
KCFA
869
Key Client Fiduciary Advisors
New Jersey
$342K -$33.5K -1,404 -9%
IWP
870
Insight Wealth Partners
Texas
$342K – – –
CWM
871
Collaborative Wealth Management
Florida
$342K +$342K +14,313 New
SWA
872
Sutton Wealth Advisors
Florida
$339K – – –
GW
873
GW & Wade
Massachusetts
$339K -$717 -30 -0.2%
First Manhattan
874
First Manhattan
New York
$336K – – –
FLPIM
875
F.L. Putnam Investment Management
Massachusetts
$336K +$12.2K +513 +4%
33 34
35
36 37