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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

924 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 513 increasing their positions, 224 reducing their positions, and 34 closing their positions.

Holders
924
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.23%
Holding in Top 10
126
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.28%
% of All Funds
2.21%
New
64
Increased
513
Reduced
224
Closed
34
Calls
$17.6M
Puts
$18.2M
Net Calls
-$579K
Net Calls Change
+$2.05M

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$268M
2
Bank of America
2
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$736M
5
WANY
5
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
4
CVA Family Office
Colorado
$9.13M
5
MNG
5
Manning & Napier Group
New York
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
76
AllGen Financial Advisors
Florida
$20.9M 844,485 +44,232 +6%
FCI
77
Financial Counselors Inc
Kansas
$20.8M 839,808 +92,601 +12%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
– – – –
VDI
79
Vaughan David Investments
Illinois
$20M 807,846 +61,455 +8%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$19.8M 801,330 +250,725 +46%
SFG
81
Sunburst Financial Group
Alabama
$19.8M 798,372 +59,322 +8%
Creative Planning
82
Creative Planning
Kansas
$19.8M 798,186 +180,408 +29%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$19.4M 785,556 +69,438 +10%
HB
84
Homrich & Berg
Georgia
$19.3M 779,376 +3,144 +0.4%
WIC
85
Whitegate Investment Counselors
New Hampshire
$19.2M 776,526 -882 -0.1%
CT
86
Cambridge Trust
Massachusetts
$18.8M 758,271 +37,527 +5%
UCFA
87
United Capital Financial Advisors
Texas
$18.5M 748,182 +25,974 +4%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$18.4M 744,891 +85,344 +13%
LB
89
Leo Brokerage
Texas
$18.2M 736,455 +247,725 +51%
DIP
90
DT Investment Partners
Pennsylvania
$18.2M 735,621 +37,440 +5%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$17.5M 708,552 +30,324 +4%
MNG
92
Manning & Napier Group
New York
– – – –
NA
93
NewEdge Advisors
Louisiana
$17.2M 696,357 +51,207 +8%
NDSI
94
Newman Dignan & Sheerar Inc
Rhode Island
$16.9M 682,665 -6,300 -0.9%
OIM
95
Opus Investment Management
Massachusetts
$16.9M 682,500 – –
IA
96
IFP Advisors
Florida
$16.8M 678,168 +97,929 +17%
FMT
97
First Mercantile Trust
Tennessee
$16.7M 676,497 -102,303 -13%
PMG
98
ProVise Management Group
Florida
$16.7M 672,885 -23,043 -3%
VWA
99
Visionary Wealth Advisors
Illinois
$16.5M 665,022 -6,507 -1%
MAP
100
Milestone Advisory Partners
North Carolina
$16.2M 656,409 -7,974 -1%
2 3
4
5 6