SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSB
1076
City State Bank
Iowa
$10K +$10K +375 New
QCG
1077
Quadrant Capital Group
Ohio
$9K +$8.36K +312 +1,300%
DTIM
1078
Danda Trouve Investment Management
Kansas
$8K -$16K -630 -67%
WFA
1079
WestHill Financial Advisors
California
$8K
IFAM
1080
Institutional & Family Asset Management
Colorado
$8K
AWA
1081
Amplius Wealth Advisors
Pennsylvania
$8K +$8K +300 New
IHWM
1082
Iron Horse Wealth Management
Iowa
$8K +$8K +315 New
NG
1083
NWK Group
California
$7K
MW
1084
Milestone Wealth
New York
$7K +$7K +273 New
CPA
1085
Cardiff Park Advisors
California
$7K +$7K +276 New
EWA
1086
Evolution Wealth Advisors
Florida
$5.9K +$108 +4,008 +2%
IWP
1087
IAG Wealth Partners
Wisconsin
$5K
EWM
1088
Edge Wealth Management
New York
$5K
LFA
1089
Level Financial Advisors
New York
$5K +$5K +171 New
RWA
1090
RGT Wealth Advisors
Texas
$5K +$5K +192 New
BWP
1091
Baldwin Wealth Partners
Massachusetts
$4K
FFA
1092
Freedman Financial Associates
Massachusetts
$4K
HCP
1093
Hexagon Capital Partners
Arkansas
$4K +$291 +12 +8%
AC
1094
AlphaCore Capital
California
$3K -$2.4K -96 -44%
TFM
1095
TFC Financial Management
Massachusetts
$3K
PCA
1096
Providence Capital Advisors
North Carolina
$3K +$3K +105 New
RCC
1097
Red Cedar Capital
Nebraska
$2K
IA
1098
IFS Advisors
Kansas
$2K +$2K +75 New
BIM
1099
Baldwin Investment Management
Pennsylvania
$1.44K +$489 +18,165 +52%
NC
1100
NewSquare Capital
Pennsylvania
$1K