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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 %
MDCM
1026
Morgan Dempsey Capital Management
Wisconsin
$188K +$188K +7,893 New
AIC
1027
Archer Investment Corporation
Indiana
$187K -$3.65K -153 -2%
TCOV
1028
Trust Company of Vermont
Vermont
$183K – – –
AWM
1029
Aberdeen Wealth Management
Illinois
$179K – – –
RBC
1030
Roble Belko & Company
Pennsylvania
$178K +$215 +9 +0.1%
PK
1031
Pflug Koory
Nebraska
$170K +$10.4K +435 +6%
WWM
1032
Wagner Wealth Management
South Carolina
$166K -$163K -6,822 -50%
FCA
1033
FinTrust Capital Advisors
South Carolina
$156K -$30.7K -1,278 -16%
WWM
1034
Wolff Wiese Magana
California
$156K +$8.43K +354 +6%
EW
1035
Element Wealth
Mississippi
$154K – – –
MRCM
1036
M&R Capital Management
New Jersey
$151K +$5.21K +219 +4%
FFA
1037
Fairfield Financial Advisors
Massachusetts
$146K +$113K +4,716 +336%
SN
1038
Sittner & Nelson
Oregon
$143K – – –
FPFS
1039
First Personal Financial Services
North Carolina
$142K – – –
DWMG
1040
DB Wealth Management Group
California
$142K – – –
TCWA
1041
Ten Capital Wealth Advisors
Washington
$138K – – –
BWA
1042
BDO Wealth Advisors
Florida
$137K +$929 +39 +0.7%
TFA
1043
Toth Financial Advisory
Virginia
$137K +$21.3K +894 +18%
SFC
1044
SYM Financial Corp
Indiana
$133K -$61.6K -2,583 -32%
VCM
1045
Vigilant Capital Management
Maine
$131K -$58.5K -2,454 -31%
AWM
1046
Accel Wealth Management
Iowa
$131K +$19.4K +810 +17%
FMP
1047
Financial Management Professionals
Texas
$130K +$9.46K +396 +8%
HFS
1048
HBC Financial Services
Washington
$129K – – –
EWM
1049
Evermay Wealth Management
Virginia
$129K +$35.2K +1,470 +38%
GWS
1050
Glassman Wealth Services
Virginia
$126K +$3.21K +135 +3%
40 41
42
43 44