SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

907 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 492 increasing their positions, 204 reducing their positions, and 35 closing their positions.

Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.83%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.13%
New
105
Increased
492
Reduced
204
Closed
35
Calls
$12.4M
Puts
$15M
Net Calls
-$2.63M
Net Calls Change
-$1.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
MNG
2
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
101
Davidson Capital Management
Texas
$15.2M +$5.57M +221,031 +58%
MMA
102
Miracle Mile Advisors
California
$15.1M +$977K +38,751 +7%
GWM
103
Geneos Wealth Management
Colorado
$15M -$32.9K -1,299 -0.2%
LS
104
Leelyn Smith
Illinois
$14.8M +$1.07M +42,294 +8%
IA
105
IFP Advisors
Florida
$14.6M +$5.34M +212,175 +58%
SIM
106
Stratos Investment Management
Ohio
$14.4M +$767K +30,441 +6%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$14.3M – – –
AWM
108
AE Wealth Management
Kansas
$13.9M +$3.16M +125,217 +29%
Koshinski Asset Management
109
Koshinski Asset Management
Illinois
$13.9M -$4.27M -169,245 -24%
MWM
110
Minot Wealth Management
Massachusetts
$12.8M +$12.8M +505,425 New
CWC
111
Carolinas Wealth Consulting
North Carolina
$12.7M +$73.6K +2,919 +0.6%
AFP
112
Ausdal Financial Partners
Iowa
$12.4M +$1.03M +40,920 +9%
LB
113
Leo Brokerage
Texas
$12.3M +$309K +12,252 +3%
SHJ
114
Sharkey, Howes & Javer
Colorado
$12.3M +$9.05M +359,073 +282%
ACM
115
Alpha Capital Management
Texas
$12.1M +$9.93M +394,068 +468%
AWA
116
Acorn Wealth Advisors
Michigan
$12M +$228K +9,036 +2%
CFS
117
CRA Financial Services
New Jersey
$11.5M +$1.25M +49,425 +12%
VVP
118
Venture Visionary Partners
Ohio
$11.5M +$1.64M +64,986 +17%
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$11.3M +$4.83M +191,496 +74%
CWM
120
CCG Wealth Management
California
$11.3M +$867K +34,413 +8%
MF
121
Manchester Financial
California
$11.3M +$11.3M +446,691 +64,738%
DP
122
Denver PWM
Colorado
$11.3M +$3.34M +132,051 +42%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$11.3M +$252K +10,008 +2%
ACWM
124
Adams Chetwood Wealth Management
North Carolina
$11.2M -$1.12M -44,289 -9%
BWM
125
BCS Wealth Management
Tennessee
$11M +$20.1K +798 +0.2%
3 4
5
6 7