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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
+$1.17B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$77.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$68.3M
4
LPL Financial
LPL Financial
California
+$48.1M
5
SCA
Stuart Chaussee & Associates
California
+$33.8M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$16.2M
2
MNG
Manning & Napier Group
New York
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
901
Oxford Financial Group
Indiana
$1K – – –
FCFS
902
First Command Financial Services
Texas
$1K – – –
WQ
903
Wealth Quarterback
New Jersey
$1K +$1K +6 New
CCM
904
Covington Capital Management
California
$1K +$1K +24 New
QCG
905
Quadrant Capital Group
Ohio
$1K +$1K +24 New
APWA
906
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +42 New
WIM
907
Westside Investment Management
California
$2 – – –
SFS
908
Sowell Financial Services
Arkansas
– -$3.64M -141,717 Closed
TI
909
Tidal Investments
Wisconsin
– -$3.03M -124,491 Closed
WIA
910
Wealthstreet Investment Advisors
Texas
– -$3.01M -123,714 Closed
APSP
911
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$2.13M -87,810 Closed
SMM
912
Stadion Money Management
Georgia
– -$1.38M -56,646 Closed
Nomura Asset Management
913
Nomura Asset Management
Japan
– -$1.28M -52,590 Closed
MWM
914
Mission Wealth Management
California
– -$624K -25,683 Closed
SPA
915
Sentinel Pension Advisors
Massachusetts
– -$446K -23,952 Closed
SFM
916
Signet Financial Management
New Jersey
– -$577K -23,757 Closed
PS
917
Portfolio Solutions
Michigan
– -$577K -23,727 Closed
TC
918
Trilogy Capital
California
– -$572K -23,526 Closed
MHS
919
M Holdings Securities
Oregon
– -$463K -19,041 Closed
AWA
920
Arete Wealth Advisors
Illinois
– -$370K -15,222 Closed
FSA
921
Financial Sense Advisors
California
– -$349K -14,364 Closed
SAM
922
Synergy Asset Management
Washington
– -$334K -13,752 Closed
BA
923
Bridge Advisory
California
– -$262K -10,761 Closed
FG
924
Foster Group
Iowa
– -$241K -9,897 Closed
TI
925
Trexquant Investment
Connecticut
– -$226K -9,300 Closed
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