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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 %
HCA
151
Heck Capital Advisors
Wisconsin
$14M +$14M +533,319 New
PCM
152
Presidio Capital Management
California
$14M +$151K +5,727 +1%
CAC
153
Certified Advisory Corp
Florida
$13.8M +$3.83M +145,617 +38%
APA
154
American Portfolios Advisors
New York
$13.8M +$1.19M +45,273 +9%
TPCW
155
TD Private Client Wealth
New York
$13.8M +$2.96M +112,089 +27%
BCM
156
Brookstone Capital Management
Illinois
$13.6M +$3.17M +120,684 +30%
MCM
157
Mendel Capital Management
Arkansas
$13.6M +$236K +8,976 +2%
GWM
158
Geneos Wealth Management
Colorado
$13.6M +$2.59M +98,547 +24%
CAG
159
Csenge Advisory Group
Florida
$13.1M +$2.45M +93,150 +23%
NRI
160
NFP Retirement Inc
California
$13M +$3.35M +127,377 +35%
Goldman Sachs
161
Goldman Sachs
New York
$12.8M +$7.67M +291,510 +149%
BC
162
Burleson & Co
California
$12.8M +$281K +10,695 +2%
FCAS
163
First Command Advisory Services
Texas
$12.8M -$230K -8,772 -2%
AWA
164
Acorn Wealth Advisors
Michigan
$12.8M +$69.1K +2,628 +0.5%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$12.7M +$1.22M +46,344 +11%
IIC
166
Integrated Investment Consultants
Michigan
$12.6M +$2.39M +90,822 +23%
FNC
167
First National Corp
Massachusetts
$12.6M -$547K -20,811 -4%
BFG
168
Berger Financial Group
Minnesota
$12.5M +$3.18M +121,047 +34%
GLLW
169
Graves Light Lenhart Wealth
Virginia
$12.4M +$1.02M +38,673 +9%
FFWA
170
FRG Family Wealth Advisors
Washington
$12M +$753K +28,635 +7%
DP
171
Denver PWM
Colorado
$12M +$410K +15,519 +4%
MWA
172
MFA Wealth Advisors
Pennsylvania
$11.9M +$523K +19,896 +5%
OIM
173
Opus Investment Management
Massachusetts
$11.8M +$425K +16,173 +4%
BWM
174
BCS Wealth Management
Tennessee
$11.7M -$614K -23,361 -5%
V
175
Veritable
Delaware
$11.7M -$3.9M -148,257 -25%
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