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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 %
V
151
Veritable
Delaware
$9.41M +$2.49M +100,560 +36%
CFO
152
CVA Family Office
Colorado
$9.13M -$17.9M -970,098 -66%
CST
153
Charles Schwab Trust
Nevada
$9.13M -$937K -37,854 -9%
AWS
154
AJ Wealth Strategies
New York
$8.8M +$133K +5,364 +2%
PWMAG
155
Pinnacle Wealth Management Advisory Group
New Jersey
$8.76M +$1M +40,422 +13%
TPCW
156
TD Private Client Wealth
New York
$8.7M +$1.11M +44,970 +15%
DFA
157
DHJJ Financial Advisors
Illinois
$8.66M +$220K +8,904 +3%
WFA
158
Wipfli Financial Advisors
Wisconsin
$8.64M -$151K -6,102 -2%
BI
159
Berkeley Inc
Idaho
$8.45M +$50.4K +2,037 +0.6%
PD
160
Planning Directions
Pennsylvania
$8.39M +$18K +729 +0.2%
CAC
161
Certified Advisory Corp
Florida
$8.39M +$1.85M +74,931 +28%
CAG
162
Curtis Advisory Group
California
$8.23M +$6.31K +255 +0.1%
NB
163
NBT Bank
New York
$8.17M +$102K +4,131 +1%
CCP
164
Cardan Capital Partners
Colorado
$8.14M +$133K +5,385 +2%
SEM
165
Strategic Equity Management
Arizona
$8.03M +$259K +10,485 +3%
RF
166
Robbins Farley
New Hampshire
$8.03M +$995K +40,200 +14%
SFG
167
SevenBridge Financial Group
Pennsylvania
$7.99M +$89.3K +3,609 +1%
NFG
168
Nadler Financial Group
Illinois
$7.96M +$1.87M +75,648 +31%
RG
169
Retirement Group
California
$7.96M +$338K +13,650 +4%
MAG
170
Mayfair Advisory Group
Alabama
$7.88M +$519K +20,775 +7%
SAM
171
Smithbridge Asset Management
Pennsylvania
$7.85M +$81.3K +3,285 +1%
CBFP
172
Cedar Brook Financial Partners
Ohio
$7.67M +$238K +9,600 +3%
HCP
173
Holt Capital Partners
Texas
$7.62M +$158K +6,390 +2%
IIC
174
Integrated Investment Consultants
Michigan
$7.53M +$884K +35,712 +13%
FMC
175
First Merchants Corp
Indiana
$7.52M +$114K +4,593 +2%
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