SCHD icon

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 %
CSA
876
Cottage Street Advisors
Massachusetts
$333K +$83.5K +3,495 +33%
RWA
877
River Wealth Advisors
Pennsylvania
$328K +$44.8K +1,881 +16%
CL
878
Choreo LLC
Illinois
$325K +$72 +3 +0%
BOM
879
Bank of Marin
California
$322K -$29.1K -1,218 -8%
TC
880
TownSquare Capital
Utah
$322K – – –
FHA
881
First Horizon Advisors
Tennessee
$322K +$34.6K +1,452 +12%
WAS
882
WESPAC Advisors SoCal
California
$319K – – –
STA
883
Summit Trail Advisors
New York
$319K +$73.3K +3,069 +30%
AAS
884
Annex Advisory Services
Wisconsin
$319K +$319K +13,356 New
ONSWM
885
Old North State Wealth Management
North Carolina
$319K +$3.08K +129 +1%
SFP
886
Sandbox Financial Partners
Maryland
$318K +$2.08K +87 +0.7%
MFG
887
Magnus Financial Group
New York
$317K +$76.9K +3,222 +32%
FCMA
888
Foresight Capital Management Advisors
Michigan
$317K +$165K +6,903 +109%
CWM
889
Castle Wealth Management
Florida
$315K +$315K +13,194 New
SB
890
Sunflower Bank
Texas
$312K -$212K -8,880 -40%
MHR
891
Matthew Hamilton Rosenberg
$312K – – –
DY
892
Dowling & Yahnke
California
$306K +$72 +3 +0%
LIA
893
LBMC Investment Advisors
Tennessee
$304K -$641K -26,850 -68%
OWP
894
Obermeyer Wealth Partners
Colorado
$304K – – –
HWA
895
Heritage Wealth Advisors
Virginia
$304K – – –
SA
896
Strategic Advisors
New York
$304K +$143 +6 +0%
AIM
897
Acropolis Investment Management
Missouri
$302K +$17.1K +717 +6%
RF
898
RHS Financial
California
$301K -$782K -32,730 -72%
EWP
899
Engrave Wealth Partners
Texas
$300K -$29.7M -1,243,497 -99%
CA
900
Clearstead Advisors
Ohio
$300K -$127K -5,304 -30%
34 35
36
37 38