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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,106 hedge funds and large institutions have $11.9B invested in Schwab US Dividend Equity ETF in 2021 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 499 increasing their positions, 248 reducing their positions, and 28 closing their positions.

Holders
1,106
Holders Change
+182
Holders Change %
+19.7%
% of All Funds
17.08%
Holding in Top 10
167
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+32.54%
% of All Funds
2.58%
New
232
Increased
499
Reduced
248
Closed
28
Calls
$26.3M
Puts
$13.9M
Net Calls
+$12.4M
Net Calls Change
+$13M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$18.7M +$18.7M +695,421 New
MNG
102
Manning & Napier Group
New York
$18.6M -$17.4M – –
VWA
103
Visionary Wealth Advisors
Illinois
$18.3M +$421K +15,642 +2%
MCC
104
Money Concepts Capital
Florida
$18.2M +$18.2M +677,160 New
PMG
105
ProVise Management Group
Florida
$18.1M -$62.2K -2,310 -0.3%
NDSI
106
Newman Dignan & Sheerar Inc
Rhode Island
$18.1M -$335K -12,447 -2%
Creative Planning
107
Creative Planning
Kansas
$17.9M -$3.57M -132,678 -17%
LS
108
Leelyn Smith
Illinois
$17.7M +$426K +15,828 +2%
WIC
109
Whitegate Investment Counselors
New Hampshire
$17.7M -$3.26M -121,065 -16%
AFP
110
Ausdal Financial Partners
Iowa
$17.4M +$1.85M +68,754 +12%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$17.3M +$2.34M +86,880 +16%
DCM
112
Davidson Capital Management
Texas
$17.3M +$608K +22,548 +4%
AT
113
American Trust
Kentucky
$17.2M +$17.2M +638,559 New
MMA
114
Miracle Mile Advisors
California
$16.9M +$179K +6,627 +1%
MAP
115
Milestone Advisory Partners
North Carolina
$16.8M -$838K -31,092 -5%
SIM
116
Stratos Investment Management
Ohio
$16.6M +$493K +18,303 +3%
CWM
117
CCG Wealth Management
California
$16.5M +$3.8M +141,042 +30%
CAP
118
Columbia Advisory Partners
Washington
$16.5M +$16.5M +614,142 New
AWC
119
Adamsbrown Wealth Consultants
Kansas
$16.4M +$16.4M +607,584 New
BDWCC
120
B&D White Capital Company
Texas
$16.3M +$1.74M +64,668 +12%
NFG
121
Northeast Financial Group
Pennsylvania
$16.3M +$269K +9,990 +2%
V
122
Veritable
Delaware
$15.9M +$5.69M +211,242 +56%
VVP
123
Venture Visionary Partners
Ohio
$15.9M +$1.67M +61,068 +12%
LA
124
LVW Advisors
New York
$15.9M -$226K -8,382 -1%
JIC
125
JRM Investment Counsel
Nebraska
$15.9M -$260K -9,657 -2%
3 4
5
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