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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

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

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1101
NewSquare Capital
Pennsylvania
$1K – – –
TCWM
1102
Total Clarity Wealth Management
Illinois
$1K +$1K +48 New
CWM
1103
Curi Wealth Management
North Carolina
$1K +$1K +60 New
FHC
1104
First Heartland Consultants
Missouri
$601 +$321 +11,919 +115%
BBHC
1105
Brown Brothers Harriman & Co
New York
$317 +$317 +11,748 New
LWM
1106
Liberty Wealth Management
California
$220 +$220 +8,193 New
RTC
1107
Riverview Trust Company
Washington
$32 – – –
WIM
1108
Westside Investment Management
California
$12 – – –
Jane Street
1109
Jane Street
New York
– -$6.94M -280,377 Closed
GRP
1110
Global Retirement Partners
California
– -$5.48M -221,271 Closed
CF
1111
Clarity Financial
Texas
– -$4.17M -168,597 Closed
GB
1112
Gunma Bank
Japan
– -$3.01M -121,500 Closed
JWM
1113
Jackson Wealth Management
Florida
– -$7K -102,006 Closed
FEM
1114
Fulcrum Equity Management
Texas
– -$2.31M -93,249 Closed
Barclays
1115
Barclays
United Kingdom
– -$1.73M -69,975 Closed
TRCT
1116
Tower Research Capital (TRC)
New York
– -$1.04M -41,991 Closed
PFG
1117
Pacific Financial Group
Washington
– -$862K -34,812 Closed
SAM
1118
Sawgrass Asset Management
Florida
– -$601K -24,285 Closed
FTUS
1119
Flow Traders U.S.
New York
– -$579K -23,403 Closed
QC
1120
QCM Cayman
Texas
– -$280K -11,307 Closed
SFA
1121
Seneca Financial Advisors
New York
– -$266K -10,746 Closed
MCM
1122
Maryland Capital Management
Maryland
– -$245K -9,912 Closed
SBH
1123
Segall Bryant & Hamill
Illinois
– -$243K -9,789 Closed
GSEP
1124
Golden State Equity Partners
California
– -$237K -9,561 Closed
PA
1125
Procyon Advisors
Connecticut
– -$218K -8,823 Closed
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