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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 %
DP
151
Denver PWM
Colorado
$11.8M -$515K -19,128 -4%
CFB
152
Cullen/Frost Bankers
Texas
$11.7M +$7.08M +262,755 +152%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$11.7M +$14.7K +546 +0.1%
MWA
154
MFA Wealth Advisors
Pennsylvania
$11.7M +$478K +17,727 +4%
CA
155
Cetera Advisors
Colorado
$11.7M -$425K -15,768 -4%
OIM
156
Opus Investment Management
Massachusetts
$11.7M -$6.72M -249,495 -37%
GLLW
157
Graves Light Lenhart Wealth
Virginia
$11.7M +$4.41M +163,554 +61%
LHEI
158
Leo H. Evart Inc
California
$11.6M +$11.6M +431,460 New
FFWA
159
FRG Family Wealth Advisors
Washington
$11.6M +$1.16M +42,924 +11%
AWA
160
Arkadios Wealth Advisors
Georgia
$11.5M +$10M +372,330 +694%
GWM
161
Geneos Wealth Management
Colorado
$11.3M -$5.16M -191,349 -31%
WAG
162
Winthrop Advisory Group
Massachusetts
$11.2M +$43.5K +1,614 +0.4%
TPCW
163
TD Private Client Wealth
New York
$11.1M +$1.58M +58,494 +17%
CMP
164
Courage Miller Partners
Virginia
$11M -$3.07K -114 -0%
BCM
165
Brookstone Capital Management
Illinois
$10.8M +$465K +17,082 +4%
NFG
166
Nadler Financial Group
Illinois
$10.8M +$2.11M +78,456 +24%
KA
167
Kovack Advisors
Florida
$10.5M +$3.69M +137,016 +54%
MF
168
Manchester Financial
California
$10.5M -$735K -27,294 -7%
IIC
169
Integrated Investment Consultants
Michigan
$10.5M +$2.26M +83,736 +28%
PSIWM
170
Paradigm Strategies in Wealth Management
Minnesota
$10.4M +$126K +4,692 +1%
CAG
171
Csenge Advisory Group
Florida
$10.2M +$93.9K +3,708 +0.9%
CAC
172
Certified Advisory Corp
Florida
$10.2M +$1.08M +40,092 +12%
ICM
173
Islay Capital Management
Texas
$10.2M +$2.34M +86,838 +30%
RG
174
Retirement Group
California
$10.1M +$1.47M +54,537 +17%
AWS
175
AJ Wealth Strategies
New York
$10.1M +$468K +17,373 +5%
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