SCHD icon

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 %
WIM
926
Westside Investment Management
California
$11 +$9 +387 +445%
SCA
927
Stuart Chaussee & Associates
California
– -$35.7M -1,417,035 Closed
CC
928
Claybrook Capital
Massachusetts
– -$8.04M -319,083 Closed
WP
929
WealthShield Partners
North Carolina
– -$5.08M -201,675 Closed
IC
930
Inscription Capital
Texas
– -$3.4M -134,859 Closed
SFA
931
Sequoia Financial Advisors
Ohio
– -$2.33M -92,460 Closed
CIAS
932
CFS Investment Advisory Services
New Jersey
– -$2.31M -91,749 Closed
SFMG
933
Sage Financial Management Group
Virginia
– -$2.31M -91,749 Closed
SFG
934
SageGuard Financial Group
Tennessee
– -$1.82M -72,129 Closed
MSAM
935
Moloney Securities Asset Management
Missouri
– -$1.5M -59,412 Closed
JWCA
936
J.W. Cole Advisors
Florida
– -$1.38M -54,852 Closed
Citadel Advisors
937
Citadel Advisors
Florida
– -$1.35M -53,481 Closed
KOMWMG
938
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$1.23M -48,810 Closed
Deutsche Bank
939
Deutsche Bank
Germany
– -$1.12M -44,322 Closed
RP
940
Rowlandmiller & Partners
Georgia
– -$622K -24,660 Closed
GAM
941
Grandview Asset Management
Pennsylvania
– -$484K -19,209 Closed
ARC
942
Advisor Resource Council
Texas
– -$415K -16,470 Closed
GHA
943
GW Henssler & Associates
Georgia
– -$386K -15,312 Closed
FPCG
944
Fort Pitt Capital Group
Pennsylvania
– -$344K -13,668 Closed
Mirae Asset Global Investments
945
Mirae Asset Global Investments
South Korea
– -$321K -12,750 Closed
EWA
946
Exencial Wealth Advisors
Oklahoma
– -$238K -9,432 Closed
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$237K -9,393 Closed
MCM
948
McRae Capital Management
New Jersey
– -$223K -8,835 Closed
DWM
949
Destination Wealth Management
California
– -$213K -8,436 Closed
JCIA
950
Jackson Creek Investment Advisors
Colorado
– -$205K -8,136 Closed
35 36 37
38
39