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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 %
LFG
1201
Lockerman Financial Group
California
– -$346K -13,197 Closed
EP
1202
Eudaimonia Partners
Tennessee
– -$339K -12,897 Closed
AWM
1203
Aries Wealth Management
Maine
– -$316K -12,018 Closed
FPCG
1204
Fort Pitt Capital Group
Pennsylvania
– -$308K -11,700 Closed
JWM
1205
JFG Wealth Management
Colorado
– -$308K -11,700 Closed
PFP
1206
Pinnacle Financial Partners
Tennessee
– -$306K -11,655 Closed
JSW
1207
Journey Strategic Wealth
New Jersey
– -$292K -11,100 Closed
CWM
1208
Congress Wealth Management
Massachusetts
– -$289K -10,962 Closed
CWM
1209
Centric Wealth Management
Illinois
– -$286K -10,875 Closed
AWG
1210
Altus Wealth Group
Colorado
– -$253K -9,603 Closed
FSA
1211
Financial Sense Advisors
California
– -$227K -8,637 Closed
FC
1212
Financial Consulate
Maryland
– -$225K -8,553 Closed
DLCIG
1213
D.L. Carlson Investment Group
New Hampshire
– -$225K -8,541 Closed
TCM
1214
Traynor Capital Management
Pennsylvania
– -$223K -8,511 Closed
DWM
1215
Dakota Wealth Management
Florida
– -$222K -8,427 Closed
GAG
1216
GM Advisory Group
New York
– -$220K -8,370 Closed
KA
1217
Klingman & Associates
New York
– -$218K -8,292 Closed
WDC
1218
Woodward Diversified Capital
California
– -$218K -8,289 Closed
AF
1219
Alerus Financial
North Dakota
– -$215K -8,160 Closed
1WM
1220
1900 Wealth Management
Texas
– -$214K -8,145 Closed
CWM
1221
ClientFirst Wealth Management
Arkansas
– -$214K -8,100 Closed
E
1222
ETFidea
New York
– -$213K -8,091 Closed
LW
1223
Linscomb Wealth
Texas
– -$211K -8,031 Closed
DACG
1224
Donor Advised Charitable Giving
California
– -$211K -8,013 Closed
CWA
1225
CJM Wealth Advisers
Virginia
– -$208K -7,926 Closed
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