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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 %
RTC
1101
Riverview Trust Company
Washington
$32K – – –
CFFP
1102
Center for Financial Planning
Michigan
$32K – – –
GA
1103
GoalVest Advisory
New York
$32K +$32K +1,233 New
Optiver Holding
1104
Optiver Holding
Netherlands
$31K -$40.5K -1,560 -57%
FMII
1105
Farmers & Merchants Investments Inc
Nebraska
$30K – – –
OIA
1106
Optimum Investment Advisors
Illinois
$29K +$7.83K +303 +37%
AIP
1107
Ameritas Investment Partners
Nebraska
$28K – – –
WTA
1108
Washington Trust Advisors
Massachusetts
$27K -$9.78K -375 -27%
MG
1109
MilWealth Group
Wisconsin
$26K – – –
ACK
1110
Andrew C. Karlinski
$26K -$1.6K -60 -6%
OC
1111
Oakworth Capital
Alabama
$24K – – –
WT
1112
Washington Trust
Rhode Island
$24K – – –
HF
1113
Halpern Financial
Virginia
$23.7K +$23.7K +900 New
ETI
1114
Enterprise Trust & Investment
California
$23K – – –
T
1115
TCWP
Ohio
$23K +$23K +903 New
EL
1116
EMFO LLC
Florida
$22K +$154 +6 +0.7%
PGAM
1117
Princeton Global Asset Management
New Jersey
$21K – – –
LFG
1118
Larson Financial Group
Missouri
$20K – – –
1IA
1119
1834 Investment Advisors
Wisconsin
$19K – – –
HWMA
1120
Heritage Wealth Management (Arizona)
Arizona
$19K +$19K +705 New
JGIA
1121
Jackson Grant Investment Advisers
Connecticut
$18K +$81 +3 +0.5%
NDSI
1122
Newman Dignan & Sheerar Inc
Rhode Island
$17.7K +$68 +2,589 +0.4%
SIAP
1123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
PA
1124
PSI Advisors
Florida
$17K +$79 +3 +0.5%
DB
1125
Dravo Bay
Delaware
$16.3K +$16.3K +618 New
43 44
45
46 47