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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,106 hedge funds and large institutions have $11.9B invested in Schwab US Dividend Equity ETF in 2021 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 499 increasing their positions, 248 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+182
Holders Change %
+19.7%
% of All Funds
17.08%
Holding in Top 10
167
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+32.54%
% of All Funds
2.58%
New
232
Increased
499
Reduced
248
Closed
28
Calls
$26.3M
Puts
$13.9M
Net Calls
+$12.4M
Net Calls Change
+$13M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$891M
2
LPL Financial
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$310M
2
HI
Harbour Investments
Wisconsin
$4.25M
3
GM
GeoWealth Management
Illinois
$9.29M
4
SL
Systelligence LLC
Minnesota
$23.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$15.8M +$1.05M +38,949 +7%
LIM
127
Leavell Investment Management
Alabama
$15.7M +$3.68M +136,395 +31%
REMPR
128
Roof Eidam Maycock Peralta (REMP)
California
$15.4M +$9.81M +363,999 +174%
WMR
129
Wealth Management Resources
Rhode Island
$15.4M +$15.4M +572,409 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$15.3M +$978K +36,297 +7%
CFS
131
CRA Financial Services
New Jersey
$15.1M +$1.66M +61,503 +12%
MSA
132
McAlister Sweet & Associates
Texas
$14.9M +$14.9M +554,520 New
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$14.7M +$1.36M +50,460 +10%
PCM
134
Presidio Capital Management
California
$14.2M +$14.2M +526,047 New
FT
135
Fiduciary Trust
Massachusetts
$14M +$1.22M +45,333 +10%
MCM
136
Mendel Capital Management
Arkansas
$13.7M +$13.7M +508,110 New
SCP
137
Shorepoint Capital Partners
Massachusetts
$13.5M -$300K -11,139 -2%
FCAS
138
First Command Advisory Services
Texas
$13.4M +$2.24M +82,767 +20%
FNC
139
First National Corp
Massachusetts
$13.4M +$737K +27,345 +6%
SPC
140
Sigma Planning Corp
Michigan
$13.4M +$1.88M +69,927 +16%
AWA
141
Acorn Wealth Advisors
Michigan
$13M +$475K +17,646 +4%
APA
142
American Portfolios Advisors
New York
$12.9M +$1.27M +47,253 +11%
BC
143
Burleson & Co
California
$12.8M +$413K +15,315 +3%
BEAM
144
Baker Ellis Asset Management
Washington
$12.8M +$1.16M +43,017 +10%
SHJ
145
Sharkey, Howes & Javer
Colorado
$12.7M -$188K -6,972 -1%
BWM
146
BCS Wealth Management
Tennessee
$12.6M +$184K +6,846 +1%
PWMAG
147
Pinnacle Wealth Management Advisory Group
New Jersey
$12.3M +$2.75M +101,946 +29%
CAN
148
Cetera Advisor Networks
California
$12.2M +$6.51M +241,449 +114%
PA
149
PFG Advisors
Arizona
$12.2M +$1.44M +53,619 +13%
RIA
150
Regal Investment Advisors
Michigan
$12M +$446K +16,560 +4%
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