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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 %
RZH
926
Relyea Zuckerberg Hanson
Connecticut
$275K -$6.89K -288 -2%
Allspring Global Investments
927
Allspring Global Investments
North Carolina
$273K -$35.1K -1,470 -11%
BB
928
Bell Bank
North Dakota
$273K +$273K +11,454 New
DAM
929
Delta Asset Management
Tennessee
$271K +$215 +9 +0.1%
ATC
930
Argent Trust Co
Tennessee
$270K +$10.8K +450 +4%
WF
931
Warner Financial
Maryland
$270K +$36.5K +1,533 +16%
TI
932
Trexquant Investment
Connecticut
$270K +$270K +11,295 New
CG
933
Corundum Group
Colorado
$268K – – –
EI
934
Ellevest Inc
New York
$268K +$788 +33 +0.3%
DC
935
Darrow Company
Massachusetts
$268K +$268K +11,229 New
AWE
936
Avidian Wealth Enterprises
Texas
$267K -$4.09K -171 -2%
LRPA
937
L. Roy Papp & Associates
Arizona
$267K – – –
RRC
938
Relaxing Retirement Coach
Massachusetts
$267K – – –
DI
939
Disciplined Investments
Oklahoma
$266K +$2.57K +108 +1%
GWM
940
Guardian Wealth Management
Illinois
$265K -$14.4K -606 -5%
TC
941
Tenret Company
Florida
$265K -$5.37K -225 -2%
GG
942
Gofen & Glossberg
Illinois
$265K – – –
PA
943
Perennial Advisors
New York
$265K +$1.29K +54 +0.5%
BA
944
Bridge Advisory
California
$262K +$262K +10,935 New
FM
945
Foster & Motley
Ohio
$261K +$19.6K +822 +8%
HAC
946
Harbor Advisory Corp
New Hampshire
$260K – – –
NHC
947
Nicholas Hoffman & Company
Georgia
$259K +$7.02K +294 +3%
CAL
948
Capital Advisors Ltd
Ohio
$258K – – –
RFN
949
Redwood Financial Network
Ohio
$258K +$63.1K +2,643 +32%
RIL
950
Rothschild Investment LLC
Illinois
$257K +$257K +10,782 New
36 37
38
39 40