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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 %
AC
1151
AlphaCore Capital
California
$3K – – –
PCA
1152
Providence Capital Advisors
North Carolina
$3K – – –
TFM
1153
TFC Financial Management
Massachusetts
$3K – – –
WWP
1154
WR Wealth Planners
Missouri
$2.76K +$2.76K +105 New
SLWS
1155
Swaine & Leidel Wealth Services
Florida
$2.15K +$2.15K +6,438 New
RCC
1156
Red Cedar Capital
Nebraska
$2K – – –
DHGWA
1157
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$2K +60 New
FWM
1158
Focused Wealth Management
New York
$2K +$2K +87 New
BIM
1159
Baldwin Investment Management
Pennsylvania
$1.44K +$34 +1,287 +2%
QCG
1160
Quadrant Capital Group
Ohio
$1K -$11.4K -309 -92%
CWM
1161
Curi Wealth Management
North Carolina
$1K – – –
OFG
1162
Oxford Financial Group
Indiana
$1K – – –
NC
1163
NewSquare Capital
Pennsylvania
$1K – – –
WBC
1164
West Branch Capital
Massachusetts
$1K +$1K +51 New
ANBT
1165
American National Bank & Trust
Texas
$1K +$1K +60 New
WIM
1166
Westside Investment Management
California
$12 – – –
PA
1167
PFG Advisors
Arizona
– -$12.2M -452,499 Closed
SCA
1168
Stuart Chaussee & Associates
California
– -$9.7M -360,126 Closed
FTS
1169
Fifth Third Securities
Ohio
– -$6.07M -225,198 Closed
SWM
1170
Sendero Wealth Management
Texas
– -$4.23M -157,122 Closed
MP
1171
McDonald Partners
Ohio
– -$1.67M -62,166 Closed
SFS
1172
Sowell Financial Services
Arkansas
– -$1.37M -50,709 Closed
HCM
1173
Howard Capital Management
Georgia
– -$1.36M -49,920 Closed
CP
1174
Coho Partners
Pennsylvania
– -$1.15M -42,819 Closed
Neuberger Berman Group
1175
Neuberger Berman Group
New York
– -$1.04M -38,610 Closed
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47
48 49