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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$373M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$202M
3
Morgan Stanley
Morgan Stanley
New York
$405M
4
FFN
Focus Financial Network
Minnesota
$78.9M
5
Bank of America
Bank of America
North Carolina
$373M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$820M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.63M
3
MNG
Manning & Napier Group
New York
$17.7M
4
MCC
Money Concepts Capital
Florida
$1.28M
5
PA
PFG Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
126
Sharkey, Howes & Javer
Colorado
$17.5M +$5.07M +192,921 +41%
VWA
127
Visionary Wealth Advisors
Illinois
$17.4M -$482K -18,327 -3%
WIC
128
Whitegate Investment Counselors
New Hampshire
$17.4M +$166K +6,330 +1%
PMG
129
ProVise Management Group
Florida
$17.1M -$514K -19,563 -3%
CAN
130
Cetera Advisor Networks
California
$17.1M +$5.17M +196,533 +43%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$16.9M +$4.89M +186,048 +41%
CT
132
Cambridge Trust
Massachusetts
$16.5M -$3.18M -120,999 -16%
NFG
133
Northeast Financial Group
Pennsylvania
$16.5M +$583K +22,167 +4%
CWC
134
Carolinas Wealth Consulting
North Carolina
$16.3M +$1.32M +50,382 +9%
CAP
135
Columbia Advisory Partners
Washington
$16.2M +$94.4K +3,588 +0.6%
MAP
136
Milestone Advisory Partners
North Carolina
$16.2M -$206K -7,836 -1%
FGG
137
Financial Guidance Group
Florida
$16.1M +$16.1M +611,799 New
CFS
138
CRA Financial Services
New Jersey
$16.1M +$1.3M +49,332 +9%
JIC
139
JRM Investment Counsel
Nebraska
$15.9M +$373K +14,193 +2%
WMR
140
Wealth Management Resources
Rhode Island
$15.5M +$429K +16,308 +3%
IA
141
IFP Advisors
Florida
$15.4M +$3.63M +218,043 +31%
MSA
142
McAlister Sweet & Associates
Texas
$15.3M +$725K +27,579 +5%
SIM
143
Stratos Investment Management
Ohio
$15.3M -$952K -36,213 -6%
SCP
144
Shorepoint Capital Partners
Massachusetts
$14.9M +$1.72M +65,433 +13%
IPW
145
Intergy Private Wealth
Colorado
$14.9M +$11.1M +421,188 +289%
LA
146
LVW Advisors
New York
$14.8M -$717K -27,264 -5%
MMA
147
Miracle Mile Advisors
California
$14.8M -$1.67M -63,333 -10%
Jane Street
148
Jane Street
New York
$14.3M +$14.3M +545,199 New
BEAM
149
Baker Ellis Asset Management
Washington
$14.3M +$1.86M +70,647 +15%
IA
150
IFS Advisors
Kansas
$14.2M +$14.2M +540,690 +720,920%
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