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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 %
MFC
951
Morris Financial Concepts
South Carolina
$255K – – –
DA
952
Doliver Advisors
Texas
$254K – – –
CPC
953
Consolidated Planning Corp
Georgia
$251K +$10K +420 +4%
UIA
954
Ulland Investment Advisors
Minnesota
$250K -$167K -6,990 -40%
MWA
955
Meridian Wealth Advisors
Texas
$250K – – –
GCA
956
Genesee Capital Advisors
New York
$250K +$573 +24 +0.2%
NFSG
957
Newbridge Financial Services Group
Florida
$250K +$31.3K +1,308 +14%
SF
958
Synovus Financial
Georgia
$250K +$250K +10,455 New
MSCM
959
McElhenny Sheffield Capital Management
Texas
$249K – – –
CCB
960
Cutter & Co Brokerage
Missouri
$245K +$1.79K +75 +0.7%
RIA
961
Realta Investment Advisors
Delaware
$245K +$5.49K +228 +2%
CSIC
962
Clifford Swan Investment Counsel
California
$245K +$57K +2,388 +30%
VAS
963
Valicenti Advisory Services
New York
$243K +$11.5K +483 +5%
SLT
964
St Louis Trust
Missouri
$243K +$243K +10,170 New
SPWM
965
Schrum Private Wealth Management
Florida
$241K +$241K +10,080 New
DJSG
966
D.J. St. Germain
Massachusetts
$240K – – –
RCAG
967
Rehmann Capital Advisory Group
Michigan
$239K +$239K +10,011 New
AFG
968
Arkansas Financial Group
Arkansas
$238K – – –
CAWM
969
Capital Advisors Wealth Management
Washington
$237K +$53.6K +2,244 +29%
DTL
970
Dynamic Technology Lab
Singapore
$237K +$237K +9,912 New
IWA
971
Intercontinental Wealth Advisors
Texas
$236K – – –
PCM
972
Palouse Capital Management
Washington
$235K -$22K -918 -9%
WPA
973
West Paces Advisors
Georgia
$234K +$126K +5,286 +117%
EWA
974
Exencial Wealth Advisors
Oklahoma
$233K -$28.4K -1,191 -11%
SWMG
975
Signature Wealth Management Group
Georgia
$233K – – –
37 38
39
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