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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
$373M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
Morgan Stanley
New York
$405M
4
FFN
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
Manning & Napier Group
New York
$17.7M
4
MCC
Money Concepts Capital
Florida
$1.28M
5
PA
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1076
Lindbrook Capital
California
$55K – – –
SIS
1077
Sound Income Strategies
Florida
$54K – – –
SC
1078
Steph & Co
Wisconsin
$51K – – –
BlackRock
1079
BlackRock
New York
$49K -$22.1K -846 -31%
AA
1080
Addison Advisors
Vermont
$49K – – –
TFP
1081
Tilia Fiduciary Partners
North Carolina
$48K -$14.8K -558 -24%
COCM
1082
Charter Oak Capital Management
New Hampshire
$48K – – –
FA
1083
Faithward Advisors
Pennsylvania
$47K – – –
BHWM
1084
Beaird Harris Wealth Management
Texas
$47K – – –
FP
1085
Financial Perspectives
Minnesota
$45.2K +$79 +3 +0.2%
CYG
1086
Clean Yield Group
Vermont
$45K – – –
HIA
1087
Harbor Investment Advisory
Maryland
$42K – – –
SCA
1088
Stonebridge Capital Advisors
Minnesota
$42K +$157 +6 +0.4%
AIP
1089
Ahrens Investment Partners
Louisiana
$41K -$55.6K -2,136 -58%
GCM
1090
Gables Capital Management
Florida
$39K – – –
BA
1091
Bellwether Advisors
Nebraska
$39K – – –
National Bank of Canada
1092
National Bank of Canada
Quebec, Canada
$39K – – –
CA
1093
Crewe Advisors
Utah
$37K +$37K +1,401 New
FFA
1094
Fairfield Financial Advisors
Massachusetts
$36.9K +$36.9K +1,404 New
RDFA
1095
Ritter Daniher Financial Advisory
Ohio
$36K – – –
SJIM
1096
St. Johns Investment Management
Florida
$35K -$4.8K -180 -12%
AW
1097
Avion Wealth
Texas
$35K – – –
Kayne Anderson Rudnick Investment Management
1098
Kayne Anderson Rudnick Investment Management
California
$34K – – –
TWC
1099
TD Waterhouse Canada
Ontario, Canada
$33.7K – – –
FDCDDQ
1100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.7K +$32.7K +1,245 New
42 43
44
45 46