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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 %
TCOV
951
Trust Company of Vermont
Vermont
$207K +$207K +7,674 New
NWMG
952
National Wealth Management Group
Ohio
$206K +$206K +7,653 New
MWM
953
Modera Wealth Management
New Jersey
$206K +$206K +7,641 New
BST
954
Bath Savings Trust
Maine
$204K +$204K +7,554 New
WWM
955
WT Wealth Management
Arizona
$204K +$204K +7,578 New
VCM
956
Vigilant Capital Management
Maine
$202K -$22.4K -831 -10%
WA
957
Waverly Advisors
Alabama
$202K – – –
SFO
958
Stokes Family Office
Louisiana
$202K +$202K +7,500 New
BWP
959
BSW Wealth Partners
Colorado
$202K +$202K +7,500 New
AWM
960
Aberdeen Wealth Management
Illinois
$202K +$202K +7,500 New
GC
961
GFG Capital
Florida
$201K +$201K +7,464 New
LFA
962
Laraway Financial Advisors
Minnesota
$200K +$200K +7,440 New
RBC
963
Roble Belko & Company
Pennsylvania
$197K +$3.23K +120 +2%
WWM
964
Wagner Wealth Management
South Carolina
$196K +$1.46K +54 +0.7%
AIC
965
Archer Investment Corporation
Indiana
$193K +$25.9K +960 +15%
WWM
966
Wolff Wiese Magana
California
$188K +$1.13K +42 +0.6%
FCA
967
FinTrust Capital Advisors
South Carolina
$182K – – –
AWA
968
Aquire Wealth Advisors
Utah
$180K +$180K +6,687 New
EW
969
Element Wealth
Mississippi
$174K – – –
HR
970
Howe & Rusling
New York
$172K -$21.3K -789 -11%
PK
971
Pflug Koory
Nebraska
$171K – – –
ARIS
972
Advanced Research Investment Solutions
California
$167K – – –
FPFS
973
First Personal Financial Services
North Carolina
$165K -$8.1K -300 -5%
MRCM
974
M&R Capital Management
New Jersey
$164K +$1.29K +48 +0.8%
SN
975
Sittner & Nelson
Oregon
$162K +$162K +6,000 New
37 38
39
40 41