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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 %
PP
901
Patten & Patten
Tennessee
$300K +$2.86K +120 +1%
SB
902
Simmons Bank
Arkansas
$300K +$34.2K +1,431 +13%
ESB
903
Essex Savings Bank
Connecticut
$299K – – –
SNBOSD
904
Security National Bank of So Dak
Iowa
$299K – – –
Principal Financial Group
905
Principal Financial Group
Iowa
$298K -$9.58K -402 -3%
AIC
906
Argus Investors Counsel
New York
$296K – – –
WA
907
Wealth Alliance
New York
$295K +$295K +12,372 New
CA
908
Crewe Advisors
Utah
$294K +$261K +10,917 +779%
AFG
909
Alterity Financial Group
Maine
$292K +$292K +12,228 New
NWMG
910
National Wealth Management Group
Ohio
$288K +$288K +12,075 New
JCM
911
J2 Capital Management
Michigan
$287K +$287K +12,000 New
LWA
912
LWS Wealth Advisors
New Jersey
$286K +$2.79K +117 +1%
KFGK
913
Keystone Financial Group (Kentucky)
Kentucky
$285K -$110K -4,626 -28%
PP
914
PDS Planning
Ohio
$285K +$2.58K +108 +0.9%
GT
915
Glenmede Trust
Pennsylvania
$284K +$174K +7,317 +158%
SNBOSCI
916
Security National Bank of Sioux City Iowa
Iowa
$281K – – –
FA
917
Fiducient Advisors
Illinois
$281K +$281K +11,760 New
WI
918
WBI Investments
New Jersey
$281K +$281K +11,964 New
Marshall Wace
919
Marshall Wace
United Kingdom
$280K -$6.07M -253,566 -96%
FFM
920
Forum Financial Management
Illinois
$280K -$12.8K -537 -4%
VCM
921
Virtue Capital Management
Tennessee
$278K -$5.3K -222 -2%
TA
922
Trellis Advisors
Washington
$278K – – –
LCM
923
Leisure Capital Management
California
$278K +$5.22K +219 +2%
MC
924
Moors & Cabot
Massachusetts
$278K +$11.2K +468 +4%
PS
925
Planned Solutions
California
$277K +$18.5K +774 +7%
35 36
37
38 39