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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 %
Citadel Advisors
1176
Citadel Advisors
Florida
– -$938K -34,800 Closed
FWA
1177
FSC Wealth Advisors
New York
– -$864K -32,055 Closed
ACM
1178
Antonetti Capital Management
Florida
– -$727K -27,000 Closed
Squarepoint
1179
Squarepoint
New York
– -$663K -24,600 Closed
AW
1180
ACG Wealth
Georgia
– -$641K -23,781 Closed
ARC
1181
Advisor Resource Council
Texas
– -$546K -20,280 Closed
Renaissance Technologies
1182
Renaissance Technologies
New York
– -$509K -18,900 Closed
B
1183
Bridgeworth
Alabama
– -$473K -17,553 Closed
CCA
1184
Checchi Capital Advisers
California
– -$405K -15,030 Closed
PA
1185
Probity Advisors
Texas
– -$397K -14,718 Closed
BBHC
1186
Brown Brothers Harriman & Co
New York
– -$317 -11,748 Closed
WA
1187
Wealth Architects
California
– -$295K -10,965 Closed
BAM
1188
Berkshire Asset Management
Pennsylvania
– -$282K -10,464 Closed
CAG
1189
Crestwood Advisors Group
Massachusetts
– -$273K -10,140 Closed
BWFA
1190
Baltimore-Washington Financial Advisors
Maryland
– -$271K -10,077 Closed
GFS
1191
GYL Financial Synergies
Connecticut
– -$264K -9,792 Closed
LA
1192
Legacy Advisors
Pennsylvania
– -$232K -8,607 Closed
ZCM
1193
Ziegler Capital Management
Illinois
– -$226K -8,400 Closed
LWM
1194
Liberty Wealth Management
California
– -$220 -8,193 Closed
IC
1195
Inscription Capital
Texas
– -$209K -7,767 Closed
NWMG
1196
National Wealth Management Group
Ohio
– -$206K -7,653 Closed
WWM
1197
WT Wealth Management
Arizona
– -$204K -7,578 Closed
BST
1198
Bath Savings Trust
Maine
– -$204K -7,554 Closed
BWP
1199
BSW Wealth Partners
Colorado
– -$202K -7,500 Closed
AWA
1200
Aquire Wealth Advisors
Utah
– -$180K -6,687 Closed
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