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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 %
RJT
876
Raymond James Trust
Florida
$315K +$4.18K +159 +1%
AIM
877
Acropolis Investment Management
Missouri
$314K – – –
CA
878
Carson Advisory
Georgia
$313K +$37.4K +1,419 +14%
RWA
879
River Wealth Advisors
Pennsylvania
$312K -$72.2K -2,748 -19%
VCM
880
Virtue Capital Management
Tennessee
$312K -$26.6K -1,011 -8%
LWA
881
LWS Wealth Advisors
New Jersey
$312K +$3.94K +150 +1%
PP
882
PDS Planning
Ohio
$312K +$19K +723 +6%
RZH
883
Relyea Zuckerberg Hanson
Connecticut
$311K – – –
SNBOSCI
884
Security National Bank of Sioux City Iowa
Iowa
$309K +$37.4K +1,425 +14%
FWCM
885
Ferguson Wellman Capital Management
Oregon
$309K +$309K +11,760 New
GWM
886
Guardian Wealth Management
Illinois
$308K -$10.6K -405 -3%
FPCG
887
Fort Pitt Capital Group
Pennsylvania
$308K +$308K +11,700 New
JWM
888
JFG Wealth Management
Colorado
$308K +$308K +11,700 New
FPAS
889
Focus Partners Advisor Solutions
Missouri
$308K +$308K +11,733 New
PFP
890
Pinnacle Financial Partners
Tennessee
$306K -$1.02K -39 -0.3%
TA
891
Trellis Advisors
Washington
$306K – – –
DFG
892
Demars Financial Group
Washington
$302K -$379K -14,424 -56%
LCM
893
Leisure Capital Management
California
$301K -$780K -29,661 -72%
KMWM
894
Keudell/Morrison Wealth Management
Oregon
$300K +$73.4K +2,793 +32%
DAM
895
Delta Asset Management
Tennessee
$299K +$158 +6 +0.1%
AWE
896
Avidian Wealth Enterprises
Texas
$298K -$5.84K -222 -2%
TC
897
Tenret Company
Florida
$298K -$2.92K -111 -1%
CG
898
Corundum Group
Colorado
$295K – – –
MC
899
Moors & Cabot
Massachusetts
$294K -$4.73K -180 -2%
RRC
900
Relaxing Retirement Coach
Massachusetts
$294K – – –
34 35
36
37 38