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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 %
ACWM
176
Adams Chetwood Wealth Management
North Carolina
$10M -$753K -27,963 -7%
AF
177
Advisornet Financial
Minnesota
$9.99M -$572K -21,222 -5%
NRI
178
NFP Retirement Inc
California
$9.91M +$2.64M +97,863 +36%
FHA
179
Flagship Harbor Advisors
Massachusetts
$9.77M +$7.99M +296,427 +449%
CBFP
180
Cedar Brook Financial Partners
Ohio
$9.76M +$1.41M +52,377 +17%
CNWM
181
Clay Northam Wealth Management
California
$9.75M +$9.75M +361,671 New
CAG
182
Compass Advisory Group
New York
$9.71M +$9.71M +360,195 New
SCA
183
Stuart Chaussee & Associates
California
$9.7M +$9.7M +360,126 New
DFA
184
DHJJ Financial Advisors
Illinois
$9.6M +$176K +6,522 +2%
BFG
185
Berger Financial Group
Minnesota
$9.51M +$3.28M +121,800 +53%
BI
186
Berkeley Inc
Idaho
$9.35M +$154K +5,727 +2%
GM
187
GeoWealth Management
Illinois
$9.29M -$33.1M -1,229,121 -78%
PD
188
Planning Directions
Pennsylvania
$9.25M +$111K +4,128 +1%
RF
189
Robbins Farley
New Hampshire
$8.93M +$190K +7,053 +2%
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$8.91M +$1.86M +69,213 +26%
VNA
191
Valley National Advisers
Pennsylvania
$8.87M +$927K +34,392 +12%
MAG
192
Mayfair Advisory Group
Alabama
$8.87M +$327K +12,084 +4%
CAG
193
Curtis Advisory Group
California
$8.85M -$111K -4,128 -1%
NB
194
NBT Bank
New York
$8.83M -$68.5K -2,541 -0.8%
CST
195
Charles Schwab Trust
Nevada
$8.71M -$1.23M -45,702 -12%
SAM
196
Smithbridge Asset Management
Pennsylvania
$8.55M +$11K +408 +0.1%
SF
197
Schaeffer Financial
Maryland
$8.52M +$8.52M +316,368 New
SFG
198
SevenBridge Financial Group
Pennsylvania
$8.42M -$276K -10,245 -3%
HCP
199
Holt Capital Partners
Texas
$8.4M +$102K +3,768 +1%
WFA
200
Wipfli Financial Advisors
Wisconsin
$8.33M -$1.08M -40,188 -12%
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