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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 %
TPCW
151
TD Private Client Wealth
New York
$14.5M +$2.01M +84,156 +16%
CAC
152
Certified Advisory Corp
Florida
$14.4M +$1.85M +77,637 +15%
MMA
153
Miracle Mile Advisors
California
$14.3M +$888K +37,200 +7%
LA
154
LVW Advisors
New York
$14.3M +$806K +33,774 +6%
HCA
155
Heck Capital Advisors
Wisconsin
$14.2M +$1.44M +60,168 +11%
CWA
156
Clearview Wealth Advisors
Oregon
$13.9M +$10.3M +432,219 +288%
Two Sigma Advisers
157
Two Sigma Advisers
New York
$13.8M +$13.8M +579,600 New
PCM
158
Pennsylvania Capital Management
Pennsylvania
$13.8M +$6.5M +272,418 +89%
SIM
159
Stratos Investment Management
Ohio
$13.8M -$52.9K -2,217 -0.4%
APA
160
American Portfolios Advisors
New York
$13.6M +$1.11M +46,422 +9%
NRI
161
NFP Retirement Inc
California
$13.6M +$1.8M +75,336 +15%
SCP
162
Shorepoint Capital Partners
Massachusetts
$13.6M +$20K +837 +0.1%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$13.5M +$1.96M +81,942 +17%
BEAM
164
Baker Ellis Asset Management
Washington
$13.4M +$419K +17,541 +3%
GWM
165
Geneos Wealth Management
Colorado
$13.2M +$815K +33,876 +7%
KA
166
Kovack Advisors
Florida
$13.2M +$3.52M +147,270 +36%
WFPG
167
Waller Financial Planning Group
Ohio
$13M +$13M +545,442 New
VNA
168
Valley National Advisers
Pennsylvania
$12.8M +$2.51M +103,773 +25%
PCM
169
Presidio Capital Management
California
$12.7M -$32.1K -1,344 -0.3%
BWM
170
BCGM Wealth Management
Indiana
$12.6M +$1.68M +67,908 +15%
IIC
171
Integrated Investment Consultants
Michigan
$12.5M +$1.1M +46,020 +10%
MCM
172
Mendel Capital Management
Arkansas
$12.3M -$17.3K -726 -0.1%
GLLW
173
Graves Light Lenhart Wealth
Virginia
$12.3M +$1.05M +44,073 +9%
AF
174
Allworth Financial
California
$12.1M +$9.04M +378,624 +298%
CT
175
Cambridge Trust
Massachusetts
$12M -$2.97M -124,470 -20%
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