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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 %
AIP
1051
Ameritas Investment Partners
Nebraska
$29K -$1.21K -45 -4%
SFPG
1052
Stonebridge Financial Planning Group
Florida
$28K – – –
MFT
1053
Moisand Fitzgerald Tamayo
Florida
$28K – – –
ACK
1054
Andrew C. Karlinski
$28K +$28K +1,035 New
BNP Paribas Financial Markets
1055
BNP Paribas Financial Markets
France
$27.7K +$27.7K +1,029 New
MG
1056
MilWealth Group
Wisconsin
$26.7K +$26.7K +990 New
WT
1057
Washington Trust
Rhode Island
$24K -$37.6K -1,410 -61%
OC
1058
Oakworth Capital
Alabama
$24K – – –
ETI
1059
Enterprise Trust & Investment
California
$24K +$24K +885 New
EL
1060
EMFO LLC
Florida
$23K +$163 +6 +0.7%
OIA
1061
Optimum Investment Advisors
Illinois
$22K +$161 +6 +0.7%
LFG
1062
Larson Financial Group
Missouri
$21K -$4.69K -171 -18%
BCM
1063
Blume Capital Management
California
$21K – – –
PGAM
1064
Princeton Global Asset Management
New Jersey
$21K – – –
MAM
1065
Meeder Asset Management
Ohio
$19K -$317 -12 -2%
1IA
1066
1834 Investment Advisors
Wisconsin
$19K – – –
JGIA
1067
Jackson Grant Investment Advisers
Connecticut
$18K +$162 +6 +0.9%
SIAP
1068
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
PA
1069
PSI Advisors
Florida
$17K +$1.2K +45 +8%
BWL
1070
Bogart Wealth LLC
Virginia
$14K +$167 +6 +1%
RDIA
1071
RE Dickinson Investment Advisors
Iowa
$13K +$13K +477 New
CCM
1072
Covington Capital Management
California
$11K – – –
LB
1073
Legacy Bridge
Iowa
$11K +$3.09K +117 +39%
WB
1074
West Bancorporation
Iowa
$11K +$11K +396 New
Bessemer Group
1075
Bessemer Group
New Jersey
$10K – – –
41 42
43
44 45