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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$310M
2
HI
Harbour Investments
Wisconsin
$4.25M
3
GM
GeoWealth Management
Illinois
$9.29M
4
SL
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
976
DB Wealth Management Group
California
$160K – – –
CCMW
977
Cypress Capital Management (Wyoming)
Wyoming
$157K – – –
CAAS
978
Capital Asset Advisory Services
Michigan
$156K -$343K -12,750 -69%
TCWA
979
Ten Capital Wealth Advisors
Washington
$156K – – –
BWA
980
BDO Wealth Advisors
Florida
$153K +$25.5K +948 +20%
SSB
981
Sandy Spring Bank
Maryland
$150K -$7.88K -294 -5%
CAM
982
Costello Asset Management
Pennsylvania
$148K +$10.2K +381 +7%
HFS
983
HBC Financial Services
Washington
$144K – – –
PCMC
984
Paragon Capital Management (Colorado)
Colorado
$143K +$143K +5,304 New
GAM
985
Gemmer Asset Management
California
$139K +$1.05K +39 +0.8%
FMP
986
Financial Management Professionals
Texas
$136K +$8.59K +318 +7%
TC
987
Trust Company
Kansas
$132K +$17.9K +666 +16%
GT
988
Glenmede Trust
Pennsylvania
$124K – – –
WPA
989
West Paces Advisors
Georgia
$121K +$121K +4,500 New
TFA
990
Toth Financial Advisory
Virginia
$116K +$1.21K +45 +1%
CIR
991
Clear Investment Research
Georgia
$113K +$1.93K +72 +2%
HGWM
992
Harvest Group Wealth Management
Massachusetts
$109K – – –
PMFA
993
Plante Moran Financial Advisors
Michigan
$105K -$74.1K -2,754 -41%
EWM
994
Evermay Wealth Management
Virginia
$105K -$2.41K -90 -2%
PWMG
995
Prestige Wealth Management Group
New Jersey
$104K – – –
AWM
996
Accel Wealth Management
Iowa
$103K – – –
TWA
997
TCI Wealth Advisors
Arizona
$103K +$1.69K +63 +2%
IAG
998
Investmark Advisory Group
Connecticut
$101K +$101K +3,762 New
AIP
999
Ahrens Investment Partners
Louisiana
$100K +$100K +3,711 New
ACA
1000
Aptus Capital Advisors
Alabama
$98K +$11.2K +420 +13%
38 39
40
41 42