SCHD icon

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
$891M
2
LPL Financial
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$310M
2
HI
Harbour Investments
Wisconsin
$4.25M
3
GM
GeoWealth Management
Illinois
$9.29M
4
SL
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
901
Pure Financial Advisors
California
$257K -$1.05K -39 -0.4%
ACI
902
Alpha Cubed Investments
California
$254K +$254K +9,429 New
EWA
903
Exencial Wealth Advisors
Oklahoma
$254K +$254K +9,429 New
HFA
904
HC Financial Advisors
California
$251K – – –
GSWM
905
Golden State Wealth Management
California
$250K +$250K +9,267 New
PO
906
Private Ocean
California
$249K +$6.46K +240 +3%
Betterment LLC
907
Betterment LLC
New York
$248K +$7.19K +267 +3%
SA
908
Strategic Advisors
New York
$247K -$161 -6 -0.1%
ODIJL
909
One Day In July LLC
Vermont
$246K -$16.3K -603 -6%
NFSG
910
Newbridge Financial Services Group
Florida
$246K -$12.2K -453 -5%
FNBT
911
FineMark National Bank & Trust
Florida
$245K – – –
PAM
912
Peak Asset Management
Colorado
$242K – – –
EVM
913
Eaton Vance Management
Massachusetts
$242K +$16.5K +609 +7%
BAM
914
Bosun Asset Management
Illinois
$242K +$242K +9,000 New
RWA
915
Redmont Wealth Advisors
Illinois
$242K +$242K +9,000 New
CIC
916
Cutler Investment Counsel
Oregon
$241K +$241K +8,952 New
SFP
917
Strategic Financial Partners
Oregon
$239K +$1.86K +69 +0.8%
DI
918
DFPG Investments
Utah
$239K +$239K +9,105 New
RGC
919
Roberts, Glore & Co
Illinois
$238K – – –
VWM
920
Vigilare Wealth Management
Arizona
$237K -$5.97K -222 -2%
CWM
921
Concentric Wealth Management
California
$237K +$1.05K +39 +0.4%
PAM
922
Pegasus Asset Management
New York
$234K +$10.4K +387 +5%
LA
923
Legacy Advisors
Pennsylvania
$232K +$232K +8,607 New
KMWM
924
Keudell/Morrison Wealth Management
Oregon
$232K +$232K +8,625 New
PCFFS
925
Pacific Center for Financial Services
California
$231K +$1.86K +69 +0.8%
35 36
37
38 39