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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 %
MSCM
876
McElhenny Sheffield Capital Management
Texas
$281K +$24.2K +900 +9%
DA
877
Doliver Advisors
Texas
$279K -$235K -8,979 -46%
SNBOSCI
878
Security National Bank of Sioux City Iowa
Iowa
$278K +$4.84K +180 +2%
ICG
879
InterOcean Capital Group
Tennessee
$278K +$278K +10,326 New
DT
880
Diversified Trust
Tennessee
$277K +$2.19K +81 +0.8%
NHC
881
Nicholas Hoffman & Company
Georgia
$277K +$7.59K +282 +3%
STA
882
Summit Trail Advisors
New York
$277K +$277K +10,269 New
AFG
883
Alterity Financial Group
Maine
$275K +$275K +10,203 New
CAG
884
Crestwood Advisors Group
Massachusetts
$273K +$273K +10,140 New
CPC
885
Consolidated Planning Corp
Georgia
$272K – – –
BWFA
886
Baltimore-Washington Financial Advisors
Maryland
$271K +$271K +10,077 New
CCB
887
Cutter & Co Brokerage
Missouri
$270K +$41.7K +1,548 +18%
ATC
888
Argent Trust Co
Tennessee
$270K +$270K +10,032 New
DJSG
889
D.J. St. Germain
Massachusetts
$270K +$270K +10,038 New
AFG
890
Arkansas Financial Group
Arkansas
$269K – – –
IWA
891
Intercontinental Wealth Advisors
Texas
$267K – – –
RIA
892
Realta Investment Advisors
Delaware
$267K +$1.05K +39 +0.4%
GFS
893
GYL Financial Synergies
Connecticut
$264K +$264K +9,792 New
PPW
894
Pinnacle Private Wealth
Massachusetts
$263K +$263K +9,765 New
SMC
895
Smith, Moore & Co
Missouri
$262K – – –
WF
896
Warner Financial
Maryland
$262K +$262K +9,732 New
GC
897
Grimes & Company
Massachusetts
$260K – – –
MFG
898
Magnus Financial Group
New York
$260K +$81 +3 +0%
CC
899
Cadinha & Co
Hawaii
$259K – – –
RCA
900
Resonant Capital Advisors
Wisconsin
$258K -$30.2K -1,122 -10%
34 35
36
37 38