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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.

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
1
Meitav Investment House
Israel
$129M
2
MFG
2
Merit Financial Group
Georgia
$122M
3
LPL Financial
3
LPL Financial
California
$494M
4
SW
4
SVB Wealth
Massachusetts
$80.7M
5
CRC
5
Curi RMB Capital
Illinois
$74.7M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$708M
2
EWP
2
Engrave Wealth Partners
Texas
$300K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$0
4
DP
4
DDD Partners
Washington
$1.33M
5
MNG
5
Manning & Napier Group
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
101
Reitz Capital Advisors
Michigan
$22M -$1.29M -54,081 -6%
WWM
102
Windsor Wealth Management
Indiana
$21.9M +$2.08M +86,787 +10%
VDI
103
Vaughan David Investments
Illinois
$21.9M +$483K +20,247 +2%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$21.9M +$822K +34,440 +4%
IA
105
IAM Advisory
Pennsylvania
$21.8M +$2.24M +93,729 +11%
Koshinski Asset Management
106
Koshinski Asset Management
Illinois
$21.7M +$821K +34,401 +4%
VWA
107
Visionary Wealth Advisors
Illinois
$21.7M +$5.87M +245,661 +37%
MAM
108
Marquette Asset Management
Minnesota
$21.6M +$671K +28,107 +3%
CH
109
CVS Health
Rhode Island
$21.3M -$214K -8,982 -1%
LIM
110
Leavell Investment Management
Alabama
$21.2M +$3.21M +134,397 +18%
HCM
111
Hengehold Capital Management
Ohio
$21M -$123K -5,160 -0.6%
OWM
112
Olympus Wealth Management
Utah
$20.7M +$3.35M +140,283 +19%
FCI
113
Financial Counselors Inc
Kansas
$20.7M -$4.08M -170,787 -16%
CA
114
Capital Advantage
California
$20.7M -$118K -4,926 -0.6%
BPA
115
Beacon Pointe Advisors
California
$20.2M -$1.3M -54,561 -6%
AFA
116
AllGen Financial Advisors
Florida
$20.1M -$2.16M -90,387 -10%
AWC
117
Adamsbrown Wealth Consultants
Kansas
$20M +$2.86M +119,676 +17%
WFS
118
Walker Financial Services
Kentucky
$19.9M +$556K +23,274 +3%
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$19.8M -$3.24K -123 -0%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$19.3M +$2.95M +122,463 +18%
LS
121
Leelyn Smith
Illinois
$19.1M +$1.17M +48,798 +7%
DIP
122
DT Investment Partners
Pennsylvania
$19.1M +$561K +23,508 +3%
CWM
123
CCG Wealth Management
California
$19M +$2.74M +114,792 +17%
SIA
124
Soltis Investment Advisors
Utah
$18.8M +$18.1M +758,856 +2,563%
AT
125
American Trust
Kentucky
$18.7M -$2.18M -91,458 -10%
3 4
5
6 7