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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.

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

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$708M
2
EWP
Engrave Wealth Partners
Texas
$300K
3
FANJ
Financial Architects (New Jersey)
New Jersey
$0
4
DP
DDD Partners
Washington
$1.33M
5
MNG
Manning & Napier Group
New York
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1226
Allied Investment Advisors
Montana
– -$207K -7,869 Closed
MPCL
1227
My Personal CFO LLC
Washington
– -$207K -7,854 Closed
KWS
1228
Keystone Wealth Services
California
– -$206K -7,836 Closed
WA
1229
Waverly Advisors
Alabama
– -$205K -7,800 Closed
EWMCB
1230
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$204K -7,758 Closed
EFL
1231
ERn Financial LLC
Wisconsin
– -$202K -7,677 Closed
SFO
1232
Stokes Family Office
Louisiana
– -$202K -7,668 Closed
SFP
1233
Sterling Financial Planning
New Jersey
– -$201K -7,644 Closed
SIMG
1234
Sonora Investment Management Group
Arizona
– -$200K -7,617 Closed
GC
1235
Gratus Capital
Georgia
– -$200K -7,593 Closed
TWP
1236
TFO Wealth Partners
Ohio
– -$151K -5,727 Closed
GAM
1237
Gemmer Asset Management
California
– -$136K -5,172 Closed
HA
1238
Herold Advisors
New York
– -$90.7K -3,450 Closed
SQA
1239
Simon Quick Advisors
New Jersey
– -$90K -3,423 Closed
PP
1240
Pacifica Partners
Canada
– -$79K -3,066 Closed
LAS
1241
Lloyd Advisory Services
Georgia
– -$63K -2,394 Closed
Optiver Holding
1242
Optiver Holding
Netherlands
– -$31K -1,194 Closed
T
1243
TCWP
Ohio
– -$23K -903 Closed
OSAM
1244
O'Shaughnessy Asset Management
Connecticut
– -$16K -618 Closed
DB
1245
Dravo Bay
Delaware
– -$16.3K -618 Closed
FFA
1246
Freedman Financial Associates
Massachusetts
– -$4K -135 Closed
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