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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 %
RDFA
1101
Ritter Daniher Financial Advisory
Ohio
$32K – – –
HS
1102
Horan Securities
United States
$32K +$32K +1,320 New
Kayne Anderson Rudnick Investment Management
1103
Kayne Anderson Rudnick Investment Management
California
$31K – – –
AW
1104
Avion Wealth
Texas
$31K – – –
TWC
1105
TD Waterhouse Canada
Ontario, Canada
$30.7K – – –
RTC
1106
Riverview Trust Company
Washington
$29K – – –
CFFP
1107
Center for Financial Planning
Michigan
$29K – – –
GA
1108
GoalVest Advisory
New York
$29K – – –
BA
1109
Bellwether Advisors
Nebraska
$28K -$6.84K -294 -20%
FMII
1110
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
OIA
1111
Optimum Investment Advisors
Illinois
$27K +$72 +3 +0.3%
LFG
1112
Larson Financial Group
Missouri
$27K +$8.93K +378 +49%
AC
1113
AlphaCore Capital
California
$26K +$23.2K +975 +813%
CWM
1114
Curi Wealth Management
North Carolina
$26K +$24.6K +1,020 +1,700%
AIP
1115
Ameritas Investment Partners
Nebraska
$25K – – –
WTA
1116
Washington Trust Advisors
Massachusetts
$25K – – –
MFT
1117
Moisand Fitzgerald Tamayo
Florida
$25K +$25K +1,062 New
MG
1118
MilWealth Group
Wisconsin
$23.6K – – –
ACK
1119
Andrew C. Karlinski
$22K -$1.44K -60 -6%
WT
1120
Washington Trust
Rhode Island
$21K – – –
OC
1121
Oakworth Capital
Alabama
$21K – – –
ETI
1122
Enterprise Trust & Investment
California
$21K – – –
EL
1123
EMFO LLC
Florida
$21K +$219 +9 +1%
FP
1124
Financial Perspectives
Minnesota
$20.5K -$20.6K -861 -50%
BCMIO
1125
Beacon Capital Management Inc (Ohio)
Ohio
$20K +$20K +843 New
43 44
45
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