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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 %
LFA
1151
Level Financial Advisors
New York
$6K +$1.78K +72 +42%
RWA
1152
RGT Wealth Advisors
Texas
$5K – – –
IWP
1153
IAG Wealth Partners
Wisconsin
$5K – – –
HCP
1154
Hexagon Capital Partners
Arkansas
$5K +$486 +21 +11%
BWP
1155
Baldwin Wealth Partners
Massachusetts
$4K – – –
TIM
1156
Tevis Investment Management
Texas
$4K – – –
MAM
1157
Meeder Asset Management
Ohio
$4K +$3.92K +144 +4,800%
MA
1158
MCF Advisors
Kentucky
$3K -$6.39K -249 -68%
PCA
1159
Providence Capital Advisors
North Carolina
$3K – – –
TFM
1160
TFC Financial Management
Massachusetts
$3K – – –
WBC
1161
West Branch Capital
Massachusetts
$3K +$1.73K +69 +135%
Bank of Montreal
1162
Bank of Montreal
Ontario, Canada
$2.61K +$1.78K +73,248 +214%
WWP
1163
WR Wealth Planners
Missouri
$2.51K – – –
CP
1164
Castleview Partners
Texas
$2.23K -$1.73K -93 -44%
OFG
1165
Oxford Financial Group
Indiana
$2K +$1.18K +39 +144%
HFS
1166
Heritage Financial Services
Massachusetts
$2K +$2K +108 New
BIM
1167
Baldwin Investment Management
Pennsylvania
$1.26K -$44 -1,860 -3%
CCM
1168
Covington Capital Management
California
$1K -$16.3K -390 -94%
RCC
1169
Red Cedar Capital
Nebraska
$1K – – –
NC
1170
NewSquare Capital
Pennsylvania
$1K – – –
QCG
1171
Quadrant Capital Group
Ohio
$1K – – –
PWM
1172
Provident Wealth Management
Tennessee
$1K +$1K +45 New
GEA
1173
Glen Eagle Advisors
New Jersey
$358 +$358 +15 New
RDIA
1174
RE Dickinson Investment Advisors
Iowa
$13 +$1 +42 +8%
WIM
1175
Westside Investment Management
California
$9 -$2 -87 -18%
45 46
47
48 49