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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

907 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 492 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.83%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.13%
New
105
Increased
492
Reduced
204
Closed
35
Calls
$12.4M
Puts
$15M
Net Calls
-$2.63M
Net Calls Change
-$1.35M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
MNG
2
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
126
Northeast Financial Group
Pennsylvania
$11M -$1.6M -63,540 -13%
BDWCC
127
B&D White Capital Company
Texas
$11M +$11M +436,734 New
CMP
128
Courage Miller Partners
Virginia
$10.5M +$31.3K +1,242 +0.3%
WAG
129
Winthrop Advisory Group
Massachusetts
$10.4M +$15.4K +612 +0.1%
BCM
130
Brookstone Capital Management
Illinois
$10.4M +$10.4M +410,334 New
CST
131
Charles Schwab Trust
Nevada
$10.3M -$721K -28,617 -7%
MWA
132
MFA Wealth Advisors
Pennsylvania
$10.3M +$1.91M +75,570 +23%
CAG
133
Csenge Advisory Group
Florida
$10.2M +$2.61M +102,960 +34%
FCAS
134
First Command Advisory Services
Texas
$10.2M -$1.07M -42,408 -9%
AF
135
Advisornet Financial
Minnesota
$10.2M +$68.7K +2,724 +0.7%
SPC
136
Sigma Planning Corp
Michigan
$10M +$674K +26,721 +7%
FT
137
Fiduciary Trust
Massachusetts
$9.92M +$1.49M +59,271 +18%
FFWA
138
FRG Family Wealth Advisors
Washington
$9.85M +$806K +31,965 +9%
RIA
139
Regal Investment Advisors
Michigan
$9.79M +$502K +19,923 +5%
SPIA
140
Steward Partners Investment Advisory
New York
$9.56M +$5.08M +201,480 +113%
PA
141
PFG Advisors
Arizona
$9.54M +$1.58M +62,715 +20%
APA
142
American Portfolios Advisors
New York
$9.52M -$966K -38,334 -9%
PSIWM
143
Paradigm Strategies in Wealth Management
Minnesota
$9.52M -$73.4K -2,913 -0.8%
PAS
144
Park Avenue Securities
New York
$9.4M +$4.76M +188,757 +102%
BC
145
Burleson & Co
California
$9.1M +$373K +14,811 +4%
ICM
146
Islay Capital Management
Texas
$9.1M -$1.83M -72,426 -17%
WFA
147
Wipfli Financial Advisors
Wisconsin
$8.96M -$162K -6,435 -2%
AWS
148
AJ Wealth Strategies
New York
$8.83M +$115K +4,557 +1%
DFA
149
DHJJ Financial Advisors
Illinois
$8.62M +$133K +5,274 +2%
BI
150
Berkeley Inc
Idaho
$8.55M +$4.31K +171 +0.1%
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6
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