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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 %
AWM
1076
Abound Wealth Management
Tennessee
$66.7K – – –
OA
1077
Operose Advisors
Wisconsin
$64K – – –
DWP
1078
Destiny Wealth Partners
Florida
$63K – – –
GWANC
1079
Guardian Wealth Advisors (North Carolina)
North Carolina
$60K +$60K +2,508 New
CCA
1080
Column Capital Advisors
Indiana
$54K +$1.42K +60 +3%
LC
1081
Legacy CG
Texas
$54K +$54K +2,250 New
AA
1082
AlphaMark Advisors
Kentucky
$52K – – –
SIS
1083
Sound Income Strategies
Florida
$52K +$2.59K +108 +5%
BlackRock
1084
BlackRock
New York
$51K +$6.18K +258 +14%
CG
1085
Cutler Group
California
$50K +$50K +2,100 New
JWA
1086
JFS Wealth Advisors
Pennsylvania
$49K -$8.65K -360 -15%
LC
1087
Lindbrook Capital
California
$49K – – –
SC
1088
Steph & Co
Wisconsin
$47K – – –
AA
1089
Addison Advisors
Vermont
$44K – – –
TFP
1090
Tilia Fiduciary Partners
North Carolina
$43K -$652 -27 -1%
COCM
1091
Charter Oak Capital Management
New Hampshire
$43K – – –
FA
1092
Faithward Advisors
Pennsylvania
$43K – – –
BHWM
1093
Beaird Harris Wealth Management
Texas
$43K +$72 +3 +0.2%
HR
1094
Howe & Rusling
New York
$42K -$35.5K -1,482 -46%
CYG
1095
Clean Yield Group
Vermont
$41K – – –
HIA
1096
Harbor Investment Advisory
Maryland
$38K – – –
SCA
1097
Stonebridge Capital Advisors
Minnesota
$38K +$212 +9 +0.6%
LF
1098
Lee Financial
Texas
$37K +$37K +1,569 New
National Bank of Canada
1099
National Bank of Canada
Quebec, Canada
$36K – – –
GCM
1100
Gables Capital Management
Florida
$36K – – –
42 43
44
45 46