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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
+$1.17B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$77.3M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$68.3M
4
LPL Financial
LPL Financial
California
+$48.1M
5
SCA
Stuart Chaussee & Associates
California
+$33.8M

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
-$16.2M
2
MNG
Manning & Napier Group
New York
-$14.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$11.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
201
Providence Wealth Advisors
Illinois
$5.9M +$389K +15,417 +7%
KA
202
Kovack Advisors
Florida
$5.8M +$90.6K +3,594 +2%
BMCM
203
Bryn Mawr Capital Management
Pennsylvania
$5.71M +$2M +79,215 +54%
TA
204
TrueWealth Advisors
Alabama
$5.7M +$769K +30,513 +16%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$5.69M +$157K +6,183 +3%
CAM
206
Cozad Asset Management
Illinois
$5.66M +$95.1K +3,774 +2%
RC
207
Rovin Capital
Arizona
$5.65M +$410K +16,443 +8%
GSIS
208
Global Strategic Investment Solutions
Arizona
$5.51M -$1.01M -39,894 -15%
CWM
209
Cedar Wealth Management
California
$5.5M -$269K -10,692 -5%
EH
210
Equitable Holdings
New York
$5.45M +$841K +33,345 +18%
KJWM
211
Kiley Juergens Wealth Management
Washington
$5.4M +$733K +29,091 +16%
WP
212
WealthPLAN Partners
Nebraska
$5.4M +$15K +579 +0.3%
BWM
213
Benchmark Wealth Management
Connecticut
$5.39M +$68.7K +2,727 +1%
SCM
214
Spreng Capital Management
Ohio
$5.34M +$1.89M +75,162 +55%
BWM
215
BCGM Wealth Management
Indiana
$5.27M +$467K +18,414 +10%
C
216
Clearshares
New York
$5.22M +$65.9K +2,616 +1%
GRP
217
Global Retirement Partners
California
$5.21M +$680K +26,967 +15%
BBW
218
Blue Barn Wealth
Utah
$5.21M +$5.21M +206,622 New
AFS
219
Access Financial Services
Minnesota
$5.11M -$101K -4,002 -2%
JWBC
220
John W. Brooker & Co
California
$5.09M +$1.02M +40,485 +25%
WP
221
WealthShield Partners
North Carolina
$5.08M +$682K +27,069 +16%
LGA
222
Lebenthal Global Advisors
New York
$5.02M -$2M -79,377 -28%
NIC
223
Northwest Investment Counselors
Oregon
$4.95M -$44.5K -1,767 -0.9%
SVWAG
224
Sound View Wealth Advisors Group
Georgia
$4.94M +$265K +10,515 +6%
EWA
225
Evolution Wealth Advisors
Florida
$4.92M -$951K -37,713 -16%
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