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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 %
BDWCC
101
B&D White Capital Company
Texas
$22.5M +$6.51M +247,623 +41%
AFA
102
AllGen Financial Advisors
Florida
$22.3M +$1.38M +57,438 +7%
WWM
103
Windsor Wealth Management
Indiana
$22M +$18.1M +681,870 +463%
IA
104
IAM Advisory
Pennsylvania
$21.5M +$21.5M +817,497 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$21.5M +$1.23M +46,614 +6%
AWM
106
AE Wealth Management
Kansas
$21.4M +$2.94M +111,672 +16%
WFS
107
Walker Financial Services
Kentucky
$21.3M +$21.3M +809,205 New
CFB
108
Cullen/Frost Bankers
Texas
$20.9M +$9.48M +360,423 +83%
DIP
109
DT Investment Partners
Pennsylvania
$20.4M +$329K +12,522 +2%
UCFA
110
United Capital Financial Advisors
Texas
$19.8M +$184K +7,011 +0.9%
NEPWA
111
New England Private Wealth Advisors
Massachusetts
$19.8M +$5.4M +205,329 +38%
LIM
112
Leavell Investment Management
Alabama
$19.8M +$4.49M +170,805 +29%
FT
113
Fiduciary Trust
Massachusetts
$19.7M +$6.1M +232,059 +45%
LS
114
Leelyn Smith
Illinois
$19.7M +$2.44M +92,742 +14%
OWM
115
Olympus Wealth Management
Utah
$19.1M +$117K +4,464 +0.6%
AWC
116
Adamsbrown Wealth Consultants
Kansas
$18.8M +$2.86M +108,894 +18%
AFP
117
Ausdal Financial Partners
Iowa
$18.2M +$1.17M +44,535 +7%
APWA
118
Atlas Private Wealth Advisors
New Jersey
$18M +$11M +416,625 +155%
CWM
119
CCG Wealth Management
California
$17.9M +$1.79M +68,049 +11%
VVP
120
Venture Visionary Partners
Ohio
$17.9M +$2.58M +98,148 +17%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$17.8M +$938K +35,667 +6%
WA
122
Win Advisors
Florida
$17.8M +$11.3M +429,648 +174%
MNG
123
Manning & Napier Group
New York
$17.7M -$18.6M – –
SPIA
124
Steward Partners Investment Advisory
New York
$17.6M +$2.18M +82,794 +14%
REMPR
125
Roof Eidam Maycock Peralta (REMP)
California
$17.6M +$2.51M +95,304 +17%
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5
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