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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 %
FCAS
176
First Command Advisory Services
Texas
$11.9M +$247K +10,353 +2%
AWA
177
Acorn Wealth Advisors
Michigan
$11.8M +$186K +7,809 +2%
NFG
178
Nadler Financial Group
Illinois
$11.7M +$1.36M +56,850 +13%
FNC
179
First National Corp
Massachusetts
$11.6M +$238K +9,948 +2%
BI
180
Berkeley Inc
Idaho
$11.5M +$2.43M +101,625 +27%
FFWA
181
FRG Family Wealth Advisors
Washington
$11.5M +$557K +23,340 +5%
V
182
Veritable
Delaware
$11.3M +$701K +29,340 +7%
DP
183
Denver PWM
Colorado
$11.2M +$384K +16,086 +4%
MWA
184
MFA Wealth Advisors
Pennsylvania
$11.1M +$266K +11,154 +2%
PD
185
Planning Directions
Pennsylvania
$10.8M +$2.07M +86,679 +24%
D
186
Diversified
Delaware
$10.8M +$3.2M +134,082 +42%
BCM
187
Brookstone Capital Management
Illinois
$10.8M -$1.73M -71,520 -14%
Prudential Financial
188
Prudential Financial
New Jersey
$10.7M +$3.46M +144,300 +48%
RIA
189
Regal Investment Advisors
Michigan
$10.6M +$75K +3,141 +0.7%
LHEI
190
Leo H. Evart Inc
California
$10.6M -$1.36K -57 -0%
TW
191
TrinityPoint Wealth
Connecticut
$10.5M +$2.43M +101,589 +30%
Goldman Sachs
192
Goldman Sachs
New York
$10.5M -$1.1M -46,179 -9%
BWM
193
BCS Wealth Management
Tennessee
$10.5M -$110K -4,617 -1%
BMCM
194
Bryn Mawr Capital Management
Pennsylvania
$10.4M +$730K +30,591 +8%
MSA
195
McAlister Sweet & Associates
Texas
$10.4M -$3.49M -146,034 -25%
B
196
Bensler
Washington
$10.3M +$86K +3,603 +0.8%
ES
197
Eagle Strategies
New York
$10.2M +$2.38M +99,552 +30%
SCM
198
Spreng Capital Management
Ohio
$10.1M +$3.08M +127,449 +44%
RG
199
Retirement Group
California
$10M +$164K +6,855 +2%
WLPWM
200
Walled Lake Planning & Wealth Management
Illinois
$9.85M +$121K +5,082 +1%
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