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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 %
MWA
926
Meridian Wealth Advisors
Texas
$275K – – –
MSCM
927
McElhenny Sheffield Capital Management
Texas
$275K – – –
GCA
928
Genesee Capital Advisors
New York
$275K +$395 +15 +0.1%
CSA
929
Cottage Street Advisors
Massachusetts
$275K +$275K +10,449 New
STA
930
Summit Trail Advisors
New York
$271K +$711 +27 +0.3%
CCB
931
Cutter & Co Brokerage
Missouri
$268K +$4.11K +156 +2%
FM
932
Foster & Motley
Ohio
$266K -$124K -4,737 -32%
DT
933
Diversified Trust
Tennessee
$265K -$5.21K -198 -2%
CPC
934
Consolidated Planning Corp
Georgia
$265K – – –
MFG
935
Magnus Financial Group
New York
$265K +$10.6K +402 +4%
DJSG
936
D.J. St. Germain
Massachusetts
$264K – – –
ZIMP
937
Zimmermann Investment Management & Planning
Pennsylvania
$262K -$25.3K -963 -9%
AFG
938
Arkansas Financial Group
Arkansas
$262K – – –
RIA
939
Realta Investment Advisors
Delaware
$262K +$1.19K +45 +0.5%
IWA
940
Intercontinental Wealth Advisors
Texas
$260K – – –
WF
941
Warner Financial
Maryland
$258K +$1.66K +63 +0.6%
SWMG
942
Signature Wealth Management Group
Georgia
$256K +$256K +9,744 New
VAS
943
Valicenti Advisory Services
New York
$255K +$29.2K +1,110 +13%
GC
944
Grimes & Company
Massachusetts
$254K – – –
AIM
945
Aspen Investment Management
Michigan
$254K +$254K +9,675 New
AWG
946
Altus Wealth Group
Colorado
$253K +$253K +9,603 New
CC
947
Cadinha & Co
Hawaii
$252K – – –
PFA
948
Pure Financial Advisors
California
$251K +$79 +3 +0%
MWM
949
Modera Wealth Management
New Jersey
$251K +$50.3K +1,917 +25%
IWS
950
Insight Wealth Strategies
California
$249K +$249K +9,489 New
36 37
38
39 40