SCHD icon

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 %
LRPA
901
L. Roy Papp & Associates
Arizona
$294K – – –
EI
902
Ellevest Inc
New York
$294K +$551 +21 +0.2%
SB
903
Simmons Bank
Arkansas
$293K -$113K -4,290 -28%
AGA
904
Arkos Global Advisors
Texas
$293K – – –
JSW
905
Journey Strategic Wealth
New Jersey
$292K – – –
GG
906
Gofen & Glossberg
Illinois
$292K +$6.31K +240 +2%
PA
907
Perennial Advisors
New York
$291K +$948 +36 +0.3%
DI
908
Disciplined Investments
Oklahoma
$291K +$1.82K +69 +0.6%
CWM
909
Congress Wealth Management
Massachusetts
$289K +$69.1K +2,622 +31%
EWA
910
Exencial Wealth Advisors
Oklahoma
$288K +$40K +1,521 +16%
FA
911
FC Advisory
Pennsylvania
$287K +$287K +10,902 New
CWM
912
Centric Wealth Management
Illinois
$286K -$5.09M -193,638 -95%
HAC
913
Harbor Advisory Corp
New Hampshire
$286K – – –
IC
914
IEQ Capital
California
$286K +$286K +10,881 New
AWA
915
Arete Wealth Advisors
Illinois
$285K -$55.3K -2,100 -16%
PS
916
Planned Solutions
California
$285K -$46.9K -1,785 -14%
CAL
917
Capital Advisors Ltd
Ohio
$284K – – –
ATC
918
Argent Trust Co
Tennessee
$284K +$21K +801 +8%
PCM
919
Palouse Capital Management
Washington
$283K -$13.1K -498 -4%
CW
920
Connectus Wealth
Ohio
$282K +$282K +10,479 New
MFC
921
Morris Financial Concepts
South Carolina
$281K +$281K +10,680 New
DA
922
Doliver Advisors
Texas
$280K – – –
DWM
923
Destination Wealth Management
California
$279K +$279K +10,620 New
NHC
924
Nicholas Hoffman & Company
Georgia
$278K +$7.03K +267 +3%
ICG
925
InterOcean Capital Group
Tennessee
$276K +$4.42K +168 +2%
35 36
37
38 39