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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$95.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$85.7M
3
Morgan Stanley
Morgan Stanley
New York
+$85.7M
4
FFN
Focus Financial Network
Minnesota
+$77.5M
5
Bank of America
Bank of America
North Carolina
+$71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$49.6M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$29M
3
MNG
Manning & Napier Group
New York
-$18.6M
4
MCC
Money Concepts Capital
Florida
-$16.5M
5
PA
PFG Advisors
Arizona
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
1051
Prestige Wealth Management Group
New Jersey
$101K – – –
HPC
1052
HM Payson & Co
Maine
$98K -$264K -10,077 -73%
BA
1053
Ballast Advisors
Minnesota
$94K – – –
PMFA
1054
Plante Moran Financial Advisors
Michigan
$91K -$12K -456 -12%
HA
1055
Herold Advisors
New York
$90.7K +$90.7K +3,450 New
SQA
1056
Simon Quick Advisors
New Jersey
$90K – – –
HR
1057
Howe & Rusling
New York
$85K -$82.3K -3,132 -49%
AFS
1058
Annapolis Financial Services
Maryland
$83K -$137K -5,229 -62%
TF
1059
Tompkins Financial
New York
$83K +$83K +3,150 New
HFS
1060
Hantz Financial Services
Michigan
$79K – – –
FF
1061
FourThought Financial
Florida
$79K – – –
PP
1062
Pacifica Partners
Canada
$79K +$79K +3,066 New
SIC
1063
SJS Investment Consulting
Ohio
$76K – – –
MA
1064
Montag & Associates
Georgia
$75K – – –
TIM
1065
Tortoise Investment Management
New York
$75K – – –
TSWM
1066
Tyler-Stone Wealth Management
Ohio
$74K +$472 +18 +0.6%
AWM
1067
Abound Wealth Management
Tennessee
$73.5K -$631 -24 -0.9%
OA
1068
Operose Advisors
Wisconsin
$70K – – –
DWP
1069
Destiny Wealth Partners
Florida
$69K -$360K -13,671 -84%
RIM
1070
Rockbridge Investment Management
New York
$68.5K +$6.74K +255 +11%
JWA
1071
JFS Wealth Advisors
Pennsylvania
$63K -$20.9K -795 -25%
LAS
1072
Lloyd Advisory Services
Georgia
$63K +$2.29K +87 +4%
CFD
1073
Creative Financial Designs
Indiana
$62K +$62K +2,355 New
CCA
1074
Column Capital Advisors
Indiana
$58K +$5.88K +225 +11%
AA
1075
AlphaMark Advisors
Kentucky
$57K +$25.3K +960 +80%
41 42
43
44 45