SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

907 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 492 increasing their positions, 204 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.83%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.13%
New
105
Increased
492
Reduced
204
Closed
35
Calls
$12.4M
Puts
$15M
Net Calls
-$2.63M
Net Calls Change
-$1.35M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
Wealthfront Advisers
California
$682M
4
LPL Financial
LPL Financial
California
$270M
5
SCA
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$314M
2
MNG
Manning & Napier Group
New York
$17.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.9M
4
RWA
Redhawk Wealth Advisors
Minnesota
$408K
5
AIP
Almanack Investment Partners
Pennsylvania
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$6.99M +$652K +25,857 +10%
AI
177
Atria Investments
North Carolina
$6.94M +$1.36M +53,916 +24%
PIMG
178
Patriot Investment Management Group
Tennessee
$6.93M -$51.6K -2,046 -0.7%
Stifel Financial
179
Stifel Financial
Missouri
$6.91M +$948K +37,620 +16%
TW
180
TrinityPoint Wealth
Connecticut
$6.84M +$141K +5,613 +2%
AssetMark Inc
181
AssetMark Inc
California
$6.78M -$508K -20,139 -7%
RC
182
RegentAtlantic Capital
New Jersey
$6.77M -$13.8K -549 -0.2%
IIC
183
Integrated Investment Consultants
Michigan
$6.77M +$1.54M +61,185 +30%
CAC
184
Certified Advisory Corp
Florida
$6.66M +$1.68M +66,672 +34%
SFWC
185
Strategic Family Wealth Counselors
New Jersey
$6.65M +$210K +8,319 +3%
PPW
186
Pasadena Private Wealth
California
$6.57M +$5.49M +217,887 +510%
GLLW
187
Graves Light Lenhart Wealth
Virginia
$6.54M +$80.4K +3,189 +1%
JWS
188
Juncture Wealth Strategies
Arizona
$6.52M -$90.2K -3,504 -1%
PCM
189
Pennsylvania Capital Management
Pennsylvania
$6.49M +$1.89M +74,562 +41%
NRI
190
NFP Retirement Inc
California
$6.46M +$1.8M +71,334 +39%
CA
191
Cetera Advisors
Colorado
$6.43M -$77.5K -3,075 -1%
FCA
192
FLC Capital Advisors
California
$6.33M -$78K -3,093 -1%
MCA
193
Magnolia Capital Advisors
Mississippi
$6.26M +$6.26M +248,451 New
LPT
194
Legacy Private Trust
Wisconsin
$6.26M -$137K -5,415 -2%
NFG
195
Nadler Financial Group
Illinois
$6.2M +$1.66M +65,976 +37%
SIA
196
Soltis Investment Advisors
Utah
$6.1M -$150K -5,961 -2%
LFF
197
Level Four Financial
Texas
$6.1M +$223K +8,832 +4%
GFPC
198
Global Financial Private Client
Florida
$6.08M +$1.24M +48,837 +26%
PAI
199
Pittenger & Anderson Inc
Nebraska
$6M +$47.1K +1,869 +0.8%
AOWM
200
Alpha Omega Wealth Management
Virginia
$5.93M +$188K +7,473 +3%
6 7
8
9 10