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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 %
OSAM
1126
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +618 New
BWL
1127
Bogart Wealth LLC
Virginia
$13K – – –
RDIA
1128
RE Dickinson Investment Advisors
Iowa
$13K +$623 +24 +5%
SWM
1129
Selective Wealth Management
Virginia
$12K +$12K +450 New
CCM
1130
Covington Capital Management
California
$11K – – –
LB
1131
Legacy Bridge
Iowa
$11K – – –
CSB
1132
City State Bank
Iowa
$10K – – –
WB
1133
West Bancorporation
Iowa
$10K – – –
MA
1134
MCF Advisors
Kentucky
$10K +$10K +366 New
AWM
1135
AllSquare Wealth Management
New York
$10K +$10K +399 New
DTIM
1136
Danda Trouve Investment Management
Kansas
$8K – – –
WFA
1137
WestHill Financial Advisors
California
$8K – – –
MW
1138
Milestone Wealth
New York
$7K – – –
IFAM
1139
Institutional & Family Asset Management
Colorado
$7K – – –
NG
1140
NWK Group
California
$7K – – –
CPA
1141
Cardiff Park Advisors
California
$7K +$75 +3 +1%
S
1142
Surevest
California
$6K +$6K +243 New
IWP
1143
IAG Wealth Partners
Wisconsin
$5K – – –
RWA
1144
RGT Wealth Advisors
Texas
$5K – – –
HCP
1145
Hexagon Capital Partners
Arkansas
$5K +$769 +30 +18%
CP
1146
Castleview Partners
Texas
$5K +$5K +213 New
BWP
1147
Baldwin Wealth Partners
Massachusetts
$4K – – –
FFA
1148
Freedman Financial Associates
Massachusetts
$4K – – –
LFA
1149
Level Financial Advisors
New York
$4K – – –
TIM
1150
Tevis Investment Management
Texas
$4K +$4K +150 New
44 45
46
47 48