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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.

New
Increased
Maintained
Reduced
Closed
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
Meitav Investment House
Israel
+$129M
2
MFG
Merit Financial Group
Georgia
+$122M
3
LPL Financial
LPL Financial
California
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
976
Argent Capital Management
Missouri
$233K +$233K +9,759 New
MWM
977
Modera Wealth Management
New Jersey
$232K +$3.37K +141 +1%
PFA
978
Pure Financial Advisors
California
$232K +$4.16K +174 +2%
GC
979
Grimes & Company
Massachusetts
$231K – – –
AIM
980
Aspen Investment Management
Michigan
$231K – – –
AGA
981
Arkos Global Advisors
Texas
$230K -$35.8K -1,500 -13%
CC
982
Cadinha & Co
Hawaii
$229K – – –
DFG
983
Demars Financial Group
Washington
$226K -$48.1K -2,016 -18%
BWFA
984
Baltimore-Washington Financial Advisors
Maryland
$224K +$224K +9,420 New
HFA
985
HC Financial Advisors
California
$223K – – –
CFS
986
Capital Financial Services
New York
$222K +$9.8K +411 +5%
WFM
987
Wolff Financial Management
Michigan
$222K +$222K +9,291 New
MA
988
MUFG Americas
New York
$221K – – –
BAM
989
Blueshift Asset Management
New Jersey
$221K +$221K +9,252 New
ZIM
990
Zacks Investment Management
Illinois
$219K -$214K -8,961 -49%
SHWM
991
Silicon Hills Wealth Management
Texas
$218K -$81.5K -3,408 -27%
ODIJL
992
One Day In July LLC
Vermont
$218K – – –
FA
993
Fountainhead AM
New Jersey
$218K +$18.3K +768 +9%
SFP
994
Strategic Financial Partners
Oregon
$216K +$2.08K +87 +1%
RWA
995
Redmont Wealth Advisors
Illinois
$215K – – –
BAM
996
Bosun Asset Management
Illinois
$215K – – –
PAM
997
Peak Asset Management
Colorado
$215K – – –
BTI
998
Blue Trust Inc
Georgia
$215K +$215K +8,205 New
RCA
999
Resonant Capital Advisors
Wisconsin
$214K -$6.96K -291 -3%
DI
1000
DFPG Investments
Utah
$214K -$1.93K -81 -0.9%
38 39
40
41 42