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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.

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
1
Meitav Investment House
Israel
$129M
2
MFG
2
Merit Financial Group
Georgia
$122M
3
LPL Financial
3
LPL Financial
California
$494M
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
CRC
5
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M
2
EWP
2
Engrave Wealth Partners
Texas
$300K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$0
4
DP
4
DDD Partners
Washington
$1.33M
5
MNG
5
Manning & Napier Group
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$28.7M -$785K -32,874 -3%
NA
77
NewEdge Advisors
Louisiana
$28.7M +$4.37M +183,192 +18%
Two Sigma Investments
78
Two Sigma Investments
New York
$28.3M +$28.3M +1,186,800 New
PRS
79
Pinkerton Retirement Specialists
Idaho
$28.2M -$224K -9,393 -0.8%
WAM
80
WFA Asset Management
Wisconsin
$27.9M +$862K +36,111 +3%
SCA
81
Scott Capital Advisors
Oregon
$27.8M +$802K +33,597 +3%
SL
82
Systelligence LLC
Minnesota
$27.7M -$5.7M -238,863 -17%
SHJ
83
Sharkey, Howes & Javer
Colorado
$27.6M +$11.7M +490,413 +74%
CAN
84
Cetera Advisor Networks
California
$27.5M +$12M +503,628 +78%
SA
85
Stewardship Advisors
Pennsylvania
$27.3M +$326K +13,641 +1%
SIG
86
Spinnaker Investment Group
California
$26.6M +$179K +7,500 +0.7%
MWM
87
Minot Wealth Management
Massachusetts
$26.5M +$309K +12,945 +1%
JIC
88
JRM Investment Counsel
Nebraska
$26.1M +$11.7M +488,973 +81%
WF
89
Whelan Financial
California
$25.3M +$1.09M +45,714 +5%
RWP
90
Reliant Wealth Planning
Kentucky
$24.8M +$24.8M +1,036,938 New
SPC
91
Sigma Planning Corp
Michigan
$24.3M +$3.61M +151,284 +17%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$24.2M +$3.45M +144,642 +17%
AWM
93
Axxcess Wealth Management
California
$24M -$2M -83,970 -8%
SFA
94
Souders Financial Advisors
Ohio
$23.8M +$629K +26,364 +3%
CG
95
Colony Group
Massachusetts
$23.2M +$109K +4,572 +0.5%
FT
96
Fiduciary Trust
Massachusetts
$22.9M +$4.96M +207,915 +28%
PAS
97
Park Avenue Securities
New York
$22.6M +$365K +15,279 +2%
MAG
98
Members Advisory Group
New York
$22.4M +$29K +1,215 +0.1%
AWS
99
Atria Wealth Solutions
New York
$22.3M -$230K -9,651 -1%
MAM
100
McCarthy Asset Management
California
$22.2M +$138K +5,778 +0.6%
2 3
4
5 6