SCHD icon

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.

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
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
76
Souders Financial Advisors
Ohio
$25M 928,923 +39,267 +4%
PAS
77
Park Avenue Securities
New York
$25M 926,385 +500,469 +118%
MAM
78
McCarthy Asset Management
California
$24.6M 911,481 +16,959 +2%
VDI
79
Vaughan David Investments
Illinois
$24.1M 894,441 +86,595 +11%
MAM
80
Marquette Asset Management
Minnesota
$24M 889,695 +31,803 +4%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$24M 889,494 +88,164 +11%
HCM
82
Hengehold Capital Management
Ohio
$24M 889,221 -4,926 -0.6%
CPA
83
Clear Perspective Advisors
Illinois
$23.9M 888,333 +14,646 +2%
Stifel Financial
84
Stifel Financial
Missouri
$23.6M 877,758 +476,268 +119%
AFA
85
AllGen Financial Advisors
Florida
$23.5M 873,678 +29,193 +3%
CA
86
Capital Advantage
California
$23.5M 874,098 -23,160 -3%
SL
87
Systelligence LLC
Minnesota
$23.3M 863,307 -858,249 -50%
DP
88
DDD Partners
Washington
$23.1M 858,108 -29,337 -3%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$22.2M 823,473 +78,582 +11%
PAG
90
Private Advisor Group
New Jersey
$21.9M 814,038 -251,670 -24%
MWM
91
Minot Wealth Management
Massachusetts
$21.5M 798,240 +188,700 +31%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$21M 781,023 -4,533 -0.6%
FANJ
93
Financial Architects (New Jersey)
New Jersey
$20.7M 769,950 +61,398 +9%
DIP
94
DT Investment Partners
Pennsylvania
$20.5M 762,294 +26,673 +4%
HWM
95
HB Wealth Management
Georgia
$20.5M 761,046 +761,046 New
CT
96
Cambridge Trust
Massachusetts
$20.2M 748,929 -9,342 -1%
UCFA
97
United Capital Financial Advisors
Texas
$20.1M 745,719 -2,463 -0.3%
OWM
98
Olympus Wealth Management
Utah
$19.4M 721,434 +721,434 New
IA
99
IFP Advisors
Florida
$19M 705,855 +27,687 +4%
AWM
100
AE Wealth Management
Kansas
$18.9M 703,203 -149,346 -18%
2 3
4
5 6