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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
3
Morgan Stanley
New York
$405M
4
FFN
4
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
5
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
3
Manning & Napier Group
New York
$17.7M
4
MCC
4
Money Concepts Capital
Florida
$1.28M
5
PA
5
PFG Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$27.1M 1,029,288 +595,695 +137%
NA
77
NewEdge Advisors
Louisiana
$26.8M 1,017,852 +71,709 +8%
WF
78
Whelan Financial
California
$26.7M 1,014,315 +17,292 +2%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$26.1M 994,167 -35,442 -3%
Creative Planning
80
Creative Planning
Kansas
$26M 986,856 +321,348 +48%
RCA
81
Reitz Capital Advisors
Michigan
$25.7M 977,478 -37,125 -4%
SFA
82
Souders Financial Advisors
Ohio
$25.5M 968,457 +39,534 +4%
CG
83
Colony Group
Massachusetts
$25.4M 967,728 -20,148 -2%
AWS
84
Atria Wealth Solutions
New York
$24.8M 941,718 +941,718 New
MAG
85
Members Advisory Group
New York
$24.6M 937,896 -1,968 -0.2%
PAS
86
Park Avenue Securities
New York
$24.4M 929,346 +2,961 +0.3%
MAM
87
McCarthy Asset Management
California
$24.3M 923,292 +11,811 +1%
BPA
88
Beacon Pointe Advisors
California
$23.7M 900,570 +653,040 +264%
CH
89
CVS Health
Rhode Island
$23.7M 900,000 +900,000 New
VDI
90
Vaughan David Investments
Illinois
$23.6M 897,927 +3,486 +0.4%
Stifel Financial
91
Stifel Financial
Missouri
$23.5M 895,119 +17,361 +2%
HCM
92
Hengehold Capital Management
Ohio
$23.2M 883,224 -5,997 -0.7%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$23.2M 881,433 +57,960 +7%
MAM
94
Marquette Asset Management
Minnesota
$23M 876,342 -13,353 -2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$23M 874,488 -15,006 -2%
AT
96
American Trust
Kentucky
$23M 874,026 +235,467 +37%
CA
97
Capital Advantage
California
$22.9M 869,988 -4,110 -0.5%
SPC
98
Sigma Planning Corp
Michigan
$22.8M 868,512 +370,392 +74%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$22.8M 867,033 +86,010 +11%
DP
100
DDD Partners
Washington
$22.5M 857,016 -1,092 -0.1%
2 3
4
5 6