SCHD icon

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 %
TWM
1001
Thrive Wealth Management
Pennsylvania
$214K -$72 -3 -0%
ICG
1002
InterOcean Capital Group
Tennessee
$213K -$38.1K -1,593 -15%
FNBT
1003
FineMark National Bank & Trust
Florida
$212K -$2.72K -114 -1%
PAM
1004
Pegasus Asset Management
New York
$212K – – –
CWM
1005
Concentric Wealth Management
California
$212K +$1.15K +48 +0.5%
RBCM
1006
Raub Brock Capital Management
California
$212K +$2.01K +84 +1%
CP
1007
Capital Planning
Washington
$211K -$7.39M -309,477 -97%
RGC
1008
Roberts, Glore & Co
Illinois
$211K – – –
CWM
1009
Cornerstone Wealth Management
Missouri
$211K +$8.47K +354 +4%
9WM
1010
9258 Wealth Management
Ohio
$210K – – –
LFA
1011
Laraway Financial Advisors
Minnesota
$210K +$21.5K +900 +11%
PCFFS
1012
Pacific Center for Financial Services
California
$208K +$2K +84 +1%
PPW
1013
Pinnacle Private Wealth
Massachusetts
$208K +$10.4K +435 +5%
CFA
1014
CWS Financial Advisors
Michigan
$208K +$208K +8,718 New
VCWA
1015
Vanguard Capital Wealth Advisors
Colorado
$207K +$9.1K +381 +5%
CPW
1016
Catalyst Private Wealth
California
$207K +$23.1K +969 +13%
WAAG
1017
Wealth Alliance Advisory Group
Kansas
$206K – – –
CA
1018
Cornerstone Advisory
Maryland
$206K +$718 +30 +0.3%
CIC
1019
Carnegie Investment Counsel
Ohio
$205K +$16.3K +681 +9%
TFCP
1020
Twin Focus Capital Partners
Massachusetts
$203K – – –
SFG
1021
Synergy Financial Group
California
$201K – – –
MWP
1022
Moller Wealth Partners
$201K – – –
GC
1023
GFG Capital
Florida
$201K +$4.8K +201 +2%
GTAM
1024
Global Trust Asset Management
Florida
$196K -$764K -32,031 -80%
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$70.7K +2,964 +60%
39 40
41
42 43