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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 %
HFA
951
HC Financial Advisors
California
$246K +$1.03K +39 +0.4%
RCA
952
Resonant Capital Advisors
Wisconsin
$244K -$9.35K -354 -4%
GSWM
953
Golden State Wealth Management
California
$244K +$709 +27 +0.3%
MA
954
MUFG Americas
New York
$244K +$181K +6,864 +286%
PO
955
Private Ocean
California
$243K +$79 +3 +0%
NFSG
956
Newbridge Financial Services Group
Florida
$241K +$869 +33 +0.4%
DI
957
DFPG Investments
Utah
$240K -$714 -27 -0.3%
ODIJL
958
One Day In July LLC
Vermont
$240K – – –
FNBT
959
FineMark National Bank & Trust
Florida
$237K -$2.53K -96 -1%
RWA
960
Redmont Wealth Advisors
Illinois
$237K – – –
PAM
961
Peak Asset Management
Colorado
$237K – – –
BAM
962
Bosun Asset Management
Illinois
$237K – – –
I2I
963
Insight 2811 Inc
Illinois
$236K +$236K +8,970 New
TWM
964
Thrive Wealth Management
Pennsylvania
$235K -$51.4K -1,959 -18%
SFP
965
Strategic Financial Partners
Oregon
$235K +$1.5K +57 +0.6%
CFS
966
Capital Financial Services
New York
$234K +$234K +8,898 New
VWM
967
Vigilare Wealth Management
Arizona
$233K +$1.73K +66 +0.7%
PAM
968
Pegasus Asset Management
New York
$233K +$4.73K +180 +2%
RGC
969
Roberts, Glore & Co
Illinois
$232K – – –
CWM
970
Concentric Wealth Management
California
$232K +$868 +33 +0.4%
9WM
971
9258 Wealth Management
Ohio
$231K -$77.2K -2,937 -25%
RBCM
972
Raub Brock Capital Management
California
$231K -$1.73K -66 -0.7%
PCFFS
973
Pacific Center for Financial Services
California
$227K +$1.42K +54 +0.6%
FSA
974
Financial Sense Advisors
California
$227K +$227K +8,637 New
CA
975
Cornerstone Advisory
Maryland
$226K -$121K -4,593 -35%
37 38
39
40 41