SCHD icon

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 %
CFFP
876
Center for Financial Planning
Michigan
$30K – – –
SFPG
877
Stonebridge Financial Planning Group
Florida
$28K -$19.8K -750 -41%
FMII
878
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
AIP
879
Ameritas Investment Partners
Nebraska
$27K – – –
MFT
880
Moisand Fitzgerald Tamayo
Florida
$26K – – –
WTC
881
WhitTier Trust Company
Nevada
$24K +$24K +987 New
PFGIA
882
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$13.1K +5,292 +119%
DTIM
883
Danda Trouve Investment Management
Kansas
$23K – – –
LFG
884
Larson Financial Group
Missouri
$23K +$6.19K +252 +37%
OC
885
Oakworth Capital
Alabama
$22K – – –
EL
886
EMFO LLC
Florida
$21K +$149 +6 +0.7%
PGAM
887
Princeton Global Asset Management
New Jersey
$20K -$52.8K -2,100 -73%
LAS
888
Lloyd Advisory Services
Georgia
$20K -$6.99K -282 -26%
OIA
889
Optimum Investment Advisors
Illinois
$20K +$74 +3 +0.4%
BCM
890
Blume Capital Management
California
$19K – – –
MAM
891
Meeder Asset Management
Ohio
$18K +$17.9K +729 +24,300%
HWMA
892
Heritage Wealth Management (Arizona)
Arizona
$17K – – –
1IA
893
1834 Investment Advisors
Wisconsin
$17K – – –
JGIA
894
Jackson Grant Investment Advisers
Connecticut
$16K +$145 +6 +0.9%
SIAP
895
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K +$16K +630 New
CA
896
Centerpoint Advisors
Massachusetts
$16K +$15.9K +642 +21,400%
PA
897
PSI Advisors
Florida
$15K +$15K +594 New
SIS
898
Sound Income Strategies
Florida
$12K – – –
BWL
899
Bogart Wealth LLC
Virginia
$12K +$1.88K +78 +19%
RIA
900
RPG Investment Advisory
California
$10K – – –
34 35
36
37 38