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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 %
LFG
876
Larson Financial Group
Missouri
$17K – – –
JGIA
877
Jackson Grant Investment Advisers
Connecticut
$17K +$78 +3 +0.5%
SIS
878
Sound Income Strategies
Florida
$12K +$7.26K +294 +153%
RIA
879
RPG Investment Advisory
California
$11K – – –
BWL
880
Bogart Wealth LLC
Virginia
$11K +$4.79K +183 +77%
LB
881
Legacy Bridge
Iowa
$8K – – –
COCM
882
Charter Oak Capital Management
New Hampshire
$8K +$8K +300 New
Optiver Holding
883
Optiver Holding
Netherlands
$8K +$8K +315 New
IFAM
884
Institutional & Family Asset Management
Colorado
$7K – – –
NG
885
NWK Group
California
$7K – – –
BA
886
Bellwether Advisors
Nebraska
$7K – – –
MA
887
MCF Advisors
Kentucky
$6K – – –
RPCA
888
Running Point Capital Advisors
California
$6K – – –
EWM
889
Edge Wealth Management
New York
$5K – – –
IWP
890
IAG Wealth Partners
Wisconsin
$5K – – –
MA
891
MBA Advisors
Pennsylvania
$4.72K -$9 -363 -0.2%
BWP
892
Baldwin Wealth Partners
Massachusetts
$4K – – –
TFM
893
TFC Financial Management
Massachusetts
$3K – – –
RCM
894
Regency Capital Management
Hawaii
$3K – – –
FFA
895
Freedman Financial Associates
Massachusetts
$3K +$3K +135 New
HCP
896
Hexagon Capital Partners
Arkansas
$3K +$3K +138 New
H
897
HoyleCohen
California
$2.52K +$83 +3,300 +3%
AF
898
Allworth Financial
California
$2K +$2K +93 New
OFG
899
Oxford Financial Group
Indiana
$1K – – –
NC
900
NewSquare Capital
Pennsylvania
$1K – – –
34 35
36
37 38