SCHD icon

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 %
FANJ
1176
Financial Architects (New Jersey)
New Jersey
– -$21.5M -816,564 Closed
Jane Street
1177
Jane Street
New York
– -$14.3M -545,199 Closed
SEM
1178
Strategic Equity Management
Arizona
– -$8.3M -315,696 Closed
MCA
1179
Magnolia Capital Advisors
Mississippi
– -$6.51M -247,371 Closed
PAG
1180
Paladin Advisory Group
Iowa
– -$4.42M -167,367 Closed
TWP
1181
Transparent Wealth Partners
Arkansas
– -$3.79M -143,955 Closed
IAIM
1182
International Assets Investment Management
Florida
– -$2.22M -113,286 Closed
ADL
1183
Asset Dedication LLC
California
– -$2.33M -88,668 Closed
GM
1184
GeoWealth Management
Illinois
– -$1.53M -58,119 Closed
HFBOT
1185
Home Federal Bank of Tennessee
Tennessee
– -$733K -27,891 Closed
PWP
1186
Personal Wealth Partners
Minnesota
– -$705K -26,799 Closed
BHTS
1187
Bar Harbor Trust Services
Maine
– -$631K -24,000 Closed
Bessemer Group
1188
Bessemer Group
New Jersey
– -$628K -23,898 Closed
ECM
1189
Evergreen Capital Management
Washington
– -$605K -23,022 Closed
FCH
1190
Freestone Capital Holdings
Washington
– -$528K -20,091 Closed
CI
1191
Chartist Inc
California
– -$495K -18,825 Closed
Betterment LLC
1192
Betterment LLC
New York
– -$488K -18,543 Closed
FWM
1193
FFT Wealth Management
Pennsylvania
– -$462K -17,571 Closed
T
1194
TRUADVICE
Florida
– -$438K -17,304 Closed
ALWM
1195
Andrews Lucia Wealth Management
California
– -$432K -16,029 Closed
YIH
1196
Y-Intercept (HK)
Hong Kong
– -$400K -15,213 Closed
LNWTC
1197
Laird Norton Wetherby Trust Company
Washington
– -$384K -14,610 Closed
BIM
1198
Bullseye Investment Management
Ohio
– -$381K -14,472 Closed
WCA
1199
Westover Capital Advisors
Delaware
– -$366K -13,923 Closed
GGI
1200
Godsey & Gibb Inc
Virginia
– -$362K -13,767 Closed
46 47
48
49 50