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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 %
RP
1001
Rice Partnership
Hawaii
$96K – – –
BA
1002
Ballast Advisors
Minnesota
$96K – – –
SQA
1003
Simon Quick Advisors
New Jersey
$92K – – –
KCM
1004
KRS Capital Management
Michigan
$88K +$88K +3,300 New
JWA
1005
JFS Wealth Advisors
Pennsylvania
$86K – – –
HFS
1006
Hantz Financial Services
Michigan
$81K – – –
FF
1007
FourThought Financial
Florida
$81K – – –
WC
1008
Westwind Capital
New Mexico
$79K +$24.8K +918 +46%
SIC
1009
SJS Investment Consulting
Ohio
$78K +$78K +2,880 New
TIM
1010
Tortoise Investment Management
New York
$77K – – –
TCM
1011
TD Capital Management
Tennessee
$77K +$563 +21 +0.7%
MA
1012
Montag & Associates
Georgia
$77K +$77K +2,850 New
AWM
1013
Abound Wealth Management
Tennessee
$76K +$76K +2,820 New
TSWM
1014
Tyler-Stone Wealth Management
Ohio
$75K +$75K +2,802 New
BlackRock
1015
BlackRock
New York
$73K +$31.4K +1,170 +76%
OA
1016
Operose Advisors
Wisconsin
$72K +$72K +2,667 New
Optiver Holding
1017
Optiver Holding
Netherlands
$70K +$22.3K +879 +47%
CA
1018
Centerpoint Advisors
Massachusetts
$70K +$52.7K +1,965 +305%
MA
1019
MUFG Americas
New York
$65K – – –
MDCM
1020
Morgan Dempsey Capital Management
Wisconsin
$65K +$65K +2,406 New
AFG
1021
Albion Financial Group
Utah
$64K +$64K +2,364 New
TFP
1022
Tilia Fiduciary Partners
North Carolina
$64K +$64K +2,367 New
RIM
1023
Rockbridge Investment Management
New York
$63K – – –
LAS
1024
Lloyd Advisory Services
Georgia
$62K +$40.3K +1,500 +186%
SIS
1025
Sound Income Strategies
Florida
$56K +$42.8K +1,578 +325%
39 40
41
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