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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
$494M
4
SW
SVB Wealth
Massachusetts
$80.7M
5
CRC
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$708M
2
EWP
Engrave Wealth Partners
Texas
$300K
3
FANJ
Financial Architects (New Jersey)
New Jersey
$0
4
DP
DDD Partners
Washington
$1.33M
5
MNG
Manning & Napier Group
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1051
IFS Advisors
Kansas
$118K -$12.7M -535,791 -99%
CIR
1052
Clear Investment Research
Georgia
$118K -$3.73K -156 -3%
AW
1053
ACG Wealth
Georgia
$115K +$115K +4,821 New
FSWA
1054
Financial Synergies Wealth Advisors
Texas
$106K +$106K +4,458 New
ACA
1055
Aptus Capital Advisors
Alabama
$106K +$10.8K +453 +11%
CMP
1056
Coston McIsaac & Partners
Maine
$103K +$103K +4,305 New
EW
1057
Evoke Wealth
California
$103K +$103K +4,311 New
PWMG
1058
Prestige Wealth Management Group
New Jersey
$100K +$8.35K +351 +9%
TWA
1059
TCI Wealth Advisors
Arizona
$98K +$143 +6 +0.1%
CAM
1060
Costello Asset Management
Pennsylvania
$95K -$1.8K -75 -2%
BA
1061
Ballast Advisors
Minnesota
$90K +$5.21K +219 +6%
RP
1062
Rice Partnership
Hawaii
$85K +$85K +3,576 New
WA
1063
Win Advisors
Florida
$83K -$16.2M -673,659 -99%
PMFA
1064
Plante Moran Financial Advisors
Michigan
$83K +$288 +12 +0.3%
PCG
1065
Private Capital Group
Connecticut
$82K -$764K -31,938 -90%
AFS
1066
Annapolis Financial Services
Maryland
$79K +$3.43K +144 +5%
CFD
1067
Creative Financial Designs
Indiana
$79K +$22.6K +945 +40%
TF
1068
Tompkins Financial
New York
$75K – – –
PP
1069
PrairieView Partners
Minnesota
$73K +$73K +3,045 New
SIM
1070
Studio Investment Management
Illinois
$73K +$73K +3,075 New
HFS
1071
Hantz Financial Services
Michigan
$72K – – –
FF
1072
FourThought Financial
Florida
$72K – – –
TIM
1073
Tortoise Investment Management
New York
$69K +$360 +15 +0.5%
MA
1074
Montag & Associates
Georgia
$68K – – –
TSWM
1075
Tyler-Stone Wealth Management
Ohio
$68K +$645 +27 +1%
41 42
43
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