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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 %
LHEI
176
Leo H. Evart Inc
California
$11.6M +$277K +10,539 +2%
RIA
177
Regal Investment Advisors
Michigan
$11.6M -$102K -3,867 -0.9%
WMS
178
Wealth Management Solutions
Pennsylvania
$11.5M +$11.5M +438,075 New
NFG
179
Nadler Financial Group
Illinois
$11.4M +$843K +32,058 +8%
NFG
180
Nations Financial Group
Iowa
$11.4M +$8.89M +338,007 +360%
CP
181
Corbenic Partners
Pennsylvania
$11.3M +$10.4M +396,639 +1,164%
B
182
Bensler
Washington
$11.2M +$11.2M +426,297 New
VNA
183
Valley National Advisers
Pennsylvania
$11.1M +$2.46M +93,600 +28%
BWM
184
BCGM Wealth Management
Indiana
$11.1M +$5.42M +214,929 +95%
RG
185
Retirement Group
California
$10.9M +$963K +36,615 +10%
CMP
186
Courage Miller Partners
Virginia
$10.8M +$99.2K +3,774 +0.9%
WLPWM
187
Walled Lake Planning & Wealth Management
Illinois
$10.7M +$7.59M +288,756 +243%
BMCM
188
Bryn Mawr Capital Management
Pennsylvania
$10.7M +$1.99M +75,549 +23%
SF
189
Schaeffer Financial
Maryland
$10.7M +$2.35M +89,370 +28%
WAG
190
Winthrop Advisory Group
Massachusetts
$10.6M -$266K -10,134 -2%
KA
191
Kovack Advisors
Florida
$10.6M +$378K +14,376 +4%
ICM
192
Islay Capital Management
Texas
$10.6M +$632K +24,015 +6%
CNWM
193
Clay Northam Wealth Management
California
$10.5M +$1.02M +38,955 +11%
CAG
194
Compass Advisory Group
New York
$10.5M +$1.04M +39,486 +11%
PSIWM
195
Paradigm Strategies in Wealth Management
Minnesota
$10.2M +$17.9K +681 +0.2%
CBFP
196
Cedar Brook Financial Partners
Ohio
$10.2M +$647K +24,597 +7%
BI
197
Berkeley Inc
Idaho
$9.98M +$853K +32,439 +9%
NB
198
NBT Bank
New York
$9.69M +$1.07M +40,743 +12%
PD
199
Planning Directions
Pennsylvania
$9.67M +$638K +24,264 +7%
ACWM
200
Adams Chetwood Wealth Management
North Carolina
$9.66M -$134K -5,100 -1%
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