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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

924 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 513 increasing their positions, 224 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+17
Holders Change %
+1.87%
% of All Funds
16.23%
Holding in Top 10
126
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.28%
% of All Funds
2.21%
New
64
Increased
513
Reduced
224
Closed
34
Calls
$17.6M
Puts
$18.2M
Net Calls
-$579K
Net Calls Change
+$2.05M

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$268M
2
Bank of America
Bank of America
North Carolina
$1.58B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M
4
Wealthfront Advisers
Wealthfront Advisers
California
$736M
5
WANY
Wealthspire Advisors (New York)
New York
$369M

Top Sellers

1
SCA
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$20M
4
CFO
CVA Family Office
Colorado
$9.13M
5
MNG
Manning & Napier Group
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
201
Beacon Pointe Advisors
California
$6.08M +$2.29M +92,565 +60%
LFF
202
Level Four Financial
Texas
$6.05M +$66.7K +2,694 +1%
OIA
203
OneDigital Investment Advisors
Kansas
$6.05M +$1.23M +49,518 +25%
BF
204
BOK Financial
Oklahoma
$6.02M +$6.02M +243,408 New
PAI
205
Pittenger & Anderson Inc
Nebraska
$6.01M +$122K +4,911 +2%
RC
206
Rovin Capital
Arizona
$5.98M +$422K +17,196 +8%
AOWM
207
Alpha Omega Wealth Management
Virginia
$5.94M +$118K +4,779 +2%
KJWM
208
Kiley Juergens Wealth Management
Washington
$5.89M +$587K +23,733 +11%
PWA
209
Providence Wealth Advisors
Illinois
$5.84M +$13.3K +534 +0.2%
BBW
210
Blue Barn Wealth
Utah
$5.76M +$644K +26,037 +13%
BFG
211
Berger Financial Group
Minnesota
$5.72M +$1.28M +51,681 +29%
HSA
212
HBK Sorce Advisory
Pennsylvania
$5.61M -$2.63M -106,152 -32%
CAM
213
Cozad Asset Management
Illinois
$5.6M +$44.8K +1,812 +0.8%
BWM
214
BCGM Wealth Management
Indiana
$5.49M +$128K +4,950 +2%
GRP
215
Global Retirement Partners
California
$5.48M +$358K +14,472 +7%
JWBC
216
John W. Brooker & Co
California
$5.46M +$469K +18,936 +9%
CWM
217
Cedar Wealth Management
California
$5.44M +$39.6K +1,599 +0.7%
WP
218
WealthPLAN Partners
Nebraska
$5.43M -$21.3K -816 -0.4%
BMCM
219
Burns Matteson Capital Management
New York
$5.41M +$586K +23,664 +12%
GSIS
220
Global Strategic Investment Solutions
Arizona
$5.41M – – –
TYCC
221
Texas Yale Capital Corp
Florida
$5.4M +$1.18M +47,715 +28%
TC
222
TownSquare Capital
Utah
$5.4M +$565K +22,827 +12%
EH
223
Equitable Holdings
New York
$5.39M +$38.8K +1,569 +0.7%
CP
224
Capital Planning
Washington
$5.39M +$2.26M +91,416 +72%
PCWA
225
Pacific Capital Wealth Advisors
California
$5.36M +$3.43M +138,543 +178%
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