SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

924 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 513 increasing their positions, 224 reducing their positions, and 34 closing their positions.

Holders
924
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.23%
Holding in Top 10
126
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.28%
% of All Funds
2.21%
New
64
Increased
513
Reduced
224
Closed
34
Calls
$17.6M
Puts
$18.2M
Net Calls
-$579K
Net Calls Change
+$2.05M

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$268M
2
Bank of America
2
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$736M
5
WANY
5
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
4
CVA Family Office
Colorado
$9.13M
5
MNG
5
Manning & Napier Group
New York
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
101
ACT Advisors
North Carolina
$16.2M 653,223 +30,252 +5%
LS
102
Leelyn Smith
Illinois
$15.9M 641,223 +53,682 +9%
MMA
103
Miracle Mile Advisors
California
$15.3M 618,924 +18,321 +3%
DCM
104
Davidson Capital Management
Texas
$15.3M 618,387 +15,582 +3%
GWM
105
Geneos Wealth Management
Colorado
$15.3M 608,823 +16,407 +3%
MWM
106
Minot Wealth Management
Massachusetts
$15.1M 609,540 +104,115 +21%
LA
107
LVW Advisors
New York
$14.8M 598,788 -8,067 -1%
JIC
108
JRM Investment Counsel
Nebraska
$14.8M 598,641 -20,904 -3%
SIM
109
Stratos Investment Management
Ohio
$14.8M 598,371 +27,696 +5%
NFG
110
Northeast Financial Group
Pennsylvania
$14.7M 595,491 +158,523 +36%
AFP
111
Ausdal Financial Partners
Iowa
$14.3M 578,409 +86,409 +18%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$13.8M 556,023 +431,337 +346%
SPIA
113
Steward Partners Investment Advisory
New York
$13.6M 549,111 +169,914 +45%
BDWCC
114
B&D White Capital Company
Texas
$13.4M 541,443 +104,709 +24%
CWC
115
Carolinas Wealth Consulting
North Carolina
$13.2M 532,797 +30,756 +6%
VVP
116
Venture Visionary Partners
Ohio
$12.9M 521,610 +66,114 +15%
SCP
117
Shorepoint Capital Partners
Massachusetts
$12.7M 513,270 +513,270 New
CFS
118
CRA Financial Services
New Jersey
$12.4M 499,974 +41,811 +9%
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$12.3M 496,614 +48,009 +11%
ACM
120
Alpha Capital Management
Texas
$12M 485,964 +7,647 +2%
SHJ
121
Sharkey, Howes & Javer
Colorado
$11.9M 479,967 -6,300 -1%
CWM
122
CCG Wealth Management
California
$11.7M 473,085 +24,702 +6%
FT
123
Fiduciary Trust
Massachusetts
$11.7M 472,944 +79,404 +20%
FNC
124
First National Corp
Massachusetts
$11.7M 471,081 +14,658 +3%
AWA
125
Acorn Wealth Advisors
Michigan
$11.5M 465,174 -12,822 -3%
3 4
5
6 7