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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 %
UCFA
126
United Capital Financial Advisors
Texas
$18.2M +$208K +8,730 +1%
RA
127
RFG Advisory
Alabama
$18.1M +$9.01M +362,154 +99%
AFP
128
Ausdal Financial Partners
Iowa
$17.5M +$1.02M +42,717 +6%
IAN
129
Integrated Advisors Network
Texas
$17.5M -$11.2M -468,708 -39%
VVP
130
Venture Visionary Partners
Ohio
$17.3M +$1,000K +41,880 +6%
PWMAG
131
Pinnacle Wealth Management Advisory Group
New Jersey
$17.2M +$1.87M +78,384 +12%
CWC
132
Carolinas Wealth Consulting
North Carolina
$16.7M +$1.93M +80,628 +13%
KWM
133
KerberRose Wealth Management
Wisconsin
$16.5M +$16.5M +692,358 New
SPIA
134
Steward Partners Investment Advisory
New York
$16.3M +$322K +13,503 +2%
WIC
135
Whitegate Investment Counselors
New Hampshire
$16.2M +$405K +16,950 +3%
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$16.1M +$191K +8,019 +1%
WMS
137
Wealth Management Solutions
Pennsylvania
$15.9M +$5.47M +229,284 +52%
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$15.9M -$150K -6,276 -0.9%
FGG
139
Financial Guidance Group
Florida
$15.9M +$1.26M +52,869 +9%
CFS
140
CRA Financial Services
New Jersey
$15.5M +$935K +39,159 +6%
IA
141
IFP Advisors
Florida
$15.4M – – –
MNG
142
Manning & Napier Group
New York
$15.3M -$17.7M – –
BFG
143
Berger Financial Group
Minnesota
$15.3M +$4M +167,376 +35%
NFG
144
Northeast Financial Group
Pennsylvania
$15.3M +$287K +12,000 +2%
WMR
145
Wealth Management Resources
Rhode Island
$15.1M +$1.03M +43,083 +7%
MAP
146
Milestone Advisory Partners
North Carolina
$15.1M +$206K +8,547 +1%
PMG
147
ProVise Management Group
Florida
$15M -$518K -21,702 -3%
CAG
148
Csenge Advisory Group
Florida
$14.9M +$3.02M +126,387 +25%
IPW
149
Intergy Private Wealth
Colorado
$14.7M +$1.19M +49,647 +9%
CAP
150
Columbia Advisory Partners
Washington
$14.6M -$149K -6,237 -1%
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