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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.

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
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1026
Lindbrook Capital
California
$56K +$56K +2,073 New
CCA
1027
Column Capital Advisors
Indiana
$54K – – –
SC
1028
Steph & Co
Wisconsin
$53K – – –
AA
1029
Addison Advisors
Vermont
$50K – – –
COCM
1030
Charter Oak Capital Management
New Hampshire
$49K +$49K +1,818 New
FA
1031
Faithward Advisors
Pennsylvania
$48K -$249K -9,213 -84%
BHWM
1032
Beaird Harris Wealth Management
Texas
$48K +$48K +1,785 New
FP
1033
Financial Perspectives
Minnesota
$46.2K +$323 +12 +0.7%
CYG
1034
Clean Yield Group
Vermont
$46K – – –
HIA
1035
Harbor Investment Advisory
Maryland
$43K – – –
SCA
1036
Stonebridge Capital Advisors
Minnesota
$43K +$162 +6 +0.4%
GCM
1037
Gables Capital Management
Florida
$40K – – –
BA
1038
Bellwether Advisors
Nebraska
$40K – – –
SJIM
1039
St. Johns Investment Management
Florida
$40K +$321 +12 +0.8%
National Bank of Canada
1040
National Bank of Canada
Quebec, Canada
$40K +$40K +1,494 New
WTA
1041
Washington Trust Advisors
Massachusetts
$38K +$38K +1,410 New
RDFA
1042
Ritter Daniher Financial Advisory
Ohio
$36K – – –
AW
1043
Avion Wealth
Texas
$35K – – –
Kayne Anderson Rudnick Investment Management
1044
Kayne Anderson Rudnick Investment Management
California
$35K – – –
TWC
1045
TD Waterhouse Canada
Ontario, Canada
$34.7K +$34.7K +1,275 New
CFFP
1046
Center for Financial Planning
Michigan
$33K – – –
NL
1047
NVWM LLC
Pennsylvania
$33K +$33K +1,230 New
AA
1048
AlphaMark Advisors
Kentucky
$32K – – –
FMII
1049
Farmers & Merchants Investments Inc
Nebraska
$30K – – –
GWS
1050
Glassman Wealth Services
Virginia
$30K +$30K +1,107 New
40 41
42
43 44