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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
3
Morgan Stanley
New York
$405M
4
FFN
4
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
5
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
3
Manning & Napier Group
New York
$17.7M
4
MCC
4
Money Concepts Capital
Florida
$1.28M
5
PA
5
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARIS
1201
Advanced Research Investment Solutions
California
– -$167K -6,219 Closed
CCMW
1202
Cypress Capital Management (Wyoming)
Wyoming
– -$157K -5,835 Closed
PCMC
1203
Paragon Capital Management (Colorado)
Colorado
– -$143K -5,304 Closed
HGWM
1204
Harvest Group Wealth Management
Massachusetts
– -$109K -4,050 Closed
IAG
1205
Investmark Advisory Group
Connecticut
– -$101K -3,762 Closed
RP
1206
Rice Partnership
Hawaii
– -$96K -3,576 Closed
KCM
1207
KRS Capital Management
Michigan
– -$88K -3,300 Closed
WC
1208
Westwind Capital
New Mexico
– -$79K -2,925 Closed
TCM
1209
TD Capital Management
Tennessee
– -$77K -2,871 Closed
MDCM
1210
Morgan Dempsey Capital Management
Wisconsin
– -$65K -2,406 Closed
AFG
1211
Albion Financial Group
Utah
– -$64K -2,364 Closed
NL
1212
NVWM LLC
Pennsylvania
– -$33K -1,230 Closed
SFPG
1213
Stonebridge Financial Planning Group
Florida
– -$28K -1,062 Closed
MFT
1214
Moisand Fitzgerald Tamayo
Florida
– -$28K -1,044 Closed
BNP Paribas Financial Markets
1215
BNP Paribas Financial Markets
France
– -$27.7K -1,029 Closed
BCM
1216
Blume Capital Management
California
– -$21K -786 Closed
AWA
1217
Amplius Wealth Advisors
Pennsylvania
– -$8K -300 Closed
EWM
1218
Edge Wealth Management
New York
– -$5K -195 Closed
TCWM
1219
Total Clarity Wealth Management
Illinois
– -$1K -48 Closed
45 46 47 48
49