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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 %
CCM
901
Covington Capital Management
California
$10K +$9.42K +390 +1,625%
Bessemer Group
902
Bessemer Group
New Jersey
$9K -$924K -38,796 -99%
TF
903
Tompkins Financial
New York
$9K +$9K +375 New
IFAM
904
Institutional & Family Asset Management
Colorado
$7K – – –
LB
905
Legacy Bridge
Iowa
$7K – – –
WFA
906
WestHill Financial Advisors
California
$7K +$7K +300 New
JWM
907
Jackson Wealth Management
Florida
$7K +$211 +3,081 +3%
MA
908
MCF Advisors
Kentucky
$6K – – –
NG
909
NWK Group
California
$6K – – –
RPCA
910
Running Point Capital Advisors
California
$6K – – –
EWM
911
Edge Wealth Management
New York
$5K – – –
IWP
912
IAG Wealth Partners
Wisconsin
$5K – – –
AC
913
AlphaCore Capital
California
$5K +$5K +216 New
BWP
914
Baldwin Wealth Partners
Massachusetts
$4K – – –
HCP
915
Hexagon Capital Partners
Arkansas
$4K +$392 +15 +11%
TFM
916
TFC Financial Management
Massachusetts
$3K – – –
FFA
917
Freedman Financial Associates
Massachusetts
$3K – – –
RCM
918
Regency Capital Management
Hawaii
$3K – – –
RCC
919
Red Cedar Capital
Nebraska
$2K +$2K +60 New
QCG
920
Quadrant Capital Group
Ohio
$1K – – –
NC
921
NewSquare Capital
Pennsylvania
$1K – – –
OFG
922
Oxford Financial Group
Indiana
$1K +$111 +3 +13%
WQ
923
Wealth Quarterback
New Jersey
$1K +$333 +3 +50%
LIA
924
LBMC Investment Advisors
Tennessee
$893 +$893 +23,340 New
VCWA
925
Vanguard Capital Wealth Advisors
Colorado
$283 +$47 +1,890 +20%
35 36
37
38 39