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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

924 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 513 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.23%
Holding in Top 10
126
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.28%
% of All Funds
2.21%
New
64
Increased
513
Reduced
224
Closed
34
Calls
$17.6M
Puts
$18.2M
Net Calls
-$579K
Net Calls Change
+$2.05M

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$268M
2
Bank of America
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
Wealthfront Advisers
California
$736M
5
WANY
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
CVA Family Office
Colorado
$9.13M
5
MNG
Manning & Napier Group
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Burleson & Co
California
$11.4M +$2.48M +100,335 +28%
BWM
127
BCS Wealth Management
Tennessee
$11.4M +$566K +22,869 +5%
DP
128
Denver PWM
Colorado
$11.3M +$280K +11,316 +3%
AWM
129
Avior Wealth Management
Nebraska
$11.2M +$10.8M +436,140 +2,368%
CA
130
Cetera Advisors
Colorado
$11.1M +$4.8M +194,115 +76%
LIM
131
Leavell Investment Management
Alabama
$11M +$2.9M +117,237 +36%
BEAM
132
Baker Ellis Asset Management
Washington
$10.8M +$10.8M +431,274 New
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$10.8M -$281K -11,349 -3%
APA
134
American Portfolios Advisors
New York
$10.7M +$1.35M +54,453 +14%
SPC
135
Sigma Planning Corp
Michigan
$10.6M +$732K +29,595 +7%
RIA
136
Regal Investment Advisors
Michigan
$10.6M +$963K +38,910 +10%
PAS
137
Park Avenue Securities
New York
$10.5M +$1.31M +52,920 +14%
MWA
138
MFA Wealth Advisors
Pennsylvania
$10.3M +$247K +9,963 +2%
MF
139
Manchester Financial
California
$10.3M -$774K -31,275 -7%
FCAS
140
First Command Advisory Services
Texas
$10.3M +$213K +8,565 +2%
WAG
141
Winthrop Advisory Group
Massachusetts
$10.2M -$36.2K -1,464 -0.4%
CMP
142
Courage Miller Partners
Virginia
$10.1M -$190K -7,668 -2%
CAG
143
Csenge Advisory Group
Florida
$10.1M -$93K -3,708 -0.9%
Stifel Financial
144
Stifel Financial
Missouri
$9.94M +$3.16M +127,608 +47%
ACWM
145
Adams Chetwood Wealth Management
North Carolina
$9.91M -$1.1M -44,295 -10%
PA
146
PFG Advisors
Arizona
$9.87M +$510K +20,601 +5%
AF
147
Advisornet Financial
Minnesota
$9.7M -$330K -13,335 -3%
BCM
148
Brookstone Capital Management
Illinois
$9.56M -$770K -30,600 -7%
FFWA
149
FRG Family Wealth Advisors
Washington
$9.55M -$124K -5,010 -1%
PSIWM
150
Paradigm Strategies in Wealth Management
Minnesota
$9.47M +$126K +5,100 +1%
4 5
6
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