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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

907 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 492 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.83%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.13%
New
105
Increased
492
Reduced
204
Closed
35
Calls
$12.4M
Puts
$15M
Net Calls
-$2.63M
Net Calls Change
-$1.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
MNG
2
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
76
First Mercantile Trust
Tennessee
$19.7M +$2.04M +80,997 +12%
WIC
77
Whitegate Investment Counselors
New Hampshire
$19.6M +$446K +17,682 +2%
HB
78
Homrich & Berg
Georgia
$19.6M -$112K -4,452 -0.6%
FCI
79
Financial Counselors Inc
Kansas
$18.8M +$3.11M +123,474 +20%
VDI
80
Vaughan David Investments
Illinois
$18.8M +$1.11M +44,100 +6%
SFG
81
Sunburst Financial Group
Alabama
$18.6M +$1.84M +72,879 +11%
UCFA
82
United Capital Financial Advisors
Texas
$18.2M -$518K -20,532 -3%
CT
83
Cambridge Trust
Massachusetts
$18.2M +$491K +19,461 +3%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$18.1M +$631K +25,026 +4%
DIP
85
DT Investment Partners
Pennsylvania
$17.6M +$918K +36,426 +6%
PMG
86
ProVise Management Group
Florida
$17.5M -$230K -9,132 -1%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$17.4M -$95.2K -3,777 -0.5%
OIM
88
Opus Investment Management
Massachusetts
$17.2M – – –
MNG
89
Manning & Napier Group
New York
$17.1M -$14.8M – –
FANJ
90
Financial Architects (New Jersey)
New Jersey
$17.1M +$817K +32,421 +5%
VWA
91
Visionary Wealth Advisors
Illinois
$16.9M -$1.49M -59,007 -8%
MAP
92
Milestone Advisory Partners
North Carolina
$16.7M +$1.49M +58,977 +10%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$16.6M -$114K -4,524 -0.7%
NA
94
NewEdge Advisors
Louisiana
$16.3M -$857K -34,005 -5%
PAG
95
Private Advisor Group
New Jersey
$15.8M +$5.44M +215,751 +52%
AA
96
ACT Advisors
North Carolina
$15.6M +$15.6M +622,971 New
JIC
97
JRM Investment Counsel
Nebraska
$15.6M +$1.91M +75,924 +14%
Creative Planning
98
Creative Planning
Kansas
$15.6M +$1.23M +48,894 +9%
EWP
99
Engrave Wealth Partners
Texas
$15.5M +$15.5M +613,758 New
LA
100
LVW Advisors
New York
$15.3M +$598K +23,718 +4%
2 3
4
5 6