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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 %
VAS
926
Valicenti Advisory Services
New York
$231K +$231K +8,571 New
SFG
927
Synergy Financial Group
California
$231K +$231K +8,577 New
DLCIG
928
D.L. Carlson Investment Group
New Hampshire
$230K -$27.4K -1,017 -11%
ESB
929
Essex Savings Bank
Connecticut
$227K – – –
LW
930
Linscomb Wealth
Texas
$227K +$808 +30 +0.4%
AFS
931
Annapolis Financial Services
Maryland
$226K -$68K -2,529 -23%
CWM
932
Cornerstone Wealth Management
Missouri
$226K -$38.1K -1,422 -14%
ZCM
933
Ziegler Capital Management
Illinois
$226K – – –
MWP
934
Moller Wealth Partners
$226K +$226K +8,400 New
CWM
935
Congress Wealth Management
Massachusetts
$225K +$225K +8,340 New
FA
936
Fountainhead AM
New Jersey
$224K -$2.67K -99 -1%
KA
937
Klingman & Associates
New York
$223K -$161 -6 -0.1%
GWSG
938
GPS Wealth Strategies Group
Colorado
$222K -$23.3K -867 -10%
AF
939
Alerus Financial
North Dakota
$220K – – –
SFC
940
SYM Financial Corp
Indiana
$220K +$8.17K +303 +4%
RBCM
941
Raub Brock Capital Management
California
$219K – – –
TCM
942
Traynor Capital Management
Pennsylvania
$218K +$218K +8,115 New
E
943
ETFidea
New York
$218K +$218K +8,091 New
DACG
944
Donor Advised Charitable Giving
California
$215K +$215K +7,962 New
CWM
945
ClientFirst Wealth Management
Arkansas
$214K +$214K +8,100 New
CWA
946
CJM Wealth Advisers
Virginia
$214K +$214K +7,926 New
MPCL
947
My Personal CFO LLC
Washington
$212K +$212K +7,854 New
AIA
948
Allied Investment Advisors
Montana
$212K +$212K +7,869 New
IC
949
Inscription Capital
Texas
$209K +$209K +7,767 New
EWMCB
950
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$208K +$208K +7,707 New
36 37
38
39 40