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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.

New
Increased
Maintained
Reduced
Closed
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
Northwestern Mutual Wealth Management
Wisconsin
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
976
Wealth Alliance Advisory Group
Kansas
$226K +$226K +8,610 New
FC
977
Financial Consulate
Maryland
$225K -$1.64M -62,499 -88%
DLCIG
978
D.L. Carlson Investment Group
New Hampshire
$225K +$79 +3 +0%
TFCP
979
Twin Focus Capital Partners
Massachusetts
$224K +$224K +8,505 New
CWM
980
Cornerstone Wealth Management
Missouri
$223K +$948 +36 +0.4%
TCM
981
Traynor Capital Management
Pennsylvania
$223K +$10.4K +396 +5%
DWM
982
Dakota Wealth Management
Florida
$222K +$222K +8,427 New
SFG
983
Synergy Financial Group
California
$221K -$4.09K -156 -2%
MWP
984
Moller Wealth Partners
$221K – – –
FA
985
Fountainhead AM
New Jersey
$220K +$1.34K +51 +0.6%
GAG
986
GM Advisory Group
New York
$220K +$220K +8,370 New
KA
987
Klingman & Associates
New York
$218K – – –
WDC
988
Woodward Diversified Capital
California
$218K +$218K +8,289 New
VCWA
989
Vanguard Capital Wealth Advisors
Colorado
$217K -$148K -5,649 -41%
PPW
990
Pinnacle Private Wealth
Massachusetts
$217K -$39.4K -1,500 -15%
GC
991
GFG Capital
Florida
$216K +$19.9K +759 +10%
AF
992
Alerus Financial
North Dakota
$215K – – –
SFC
993
SYM Financial Corp
Indiana
$215K – – –
RFN
994
Redwood Financial Network
Ohio
$215K +$215K +8,172 New
CWM
995
ClientFirst Wealth Management
Arkansas
$214K – – –
Financial Engines Advisors
996
Financial Engines Advisors
California
$214K +$214K +8,124 New
1WM
997
1900 Wealth Management
Texas
$214K +$214K +8,145 New
E
998
ETFidea
New York
$213K – – –
LW
999
Linscomb Wealth
Texas
$211K -$10.5K -399 -5%
DACG
1000
Donor Advised Charitable Giving
California
$211K +$1.34K +51 +0.6%
38 39
40
41 42