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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 %
FMC
201
First Merchants Corp
Indiana
$8.32M +$134K +4,965 +2%
SEM
202
Strategic Equity Management
Arizona
$8.27M -$479K -17,769 -5%
TW
203
TrinityPoint Wealth
Connecticut
$8.09M +$460K +17,061 +6%
SFWC
204
Strategic Family Wealth Counselors
New Jersey
$7.92M +$300K +11,121 +4%
TA
205
TrueWealth Advisors
Alabama
$7.91M +$126K +4,665 +2%
SSWM
206
Sheets Smith Wealth Management
North Carolina
$7.75M +$125K +4,626 +2%
PIMG
207
Patriot Investment Management Group
Tennessee
$7.61M +$70.1K +2,601 +0.9%
PCM
208
Pennsylvania Capital Management
Pennsylvania
$7.56M +$315K +11,697 +4%
CL
209
COWA LLC
Oklahoma
$7.52M -$168K -6,243 -2%
JWS
210
Juncture Wealth Strategies
Arizona
$7.52M +$370K +13,740 +5%
FAIM
211
Financial Advocates Investment Management
Washington
$7.5M -$33.8K -1,254 -0.4%
PAG
212
Powers Advisory Group
Illinois
$7.5M +$7.5M +278,268 New
AWM
213
Aspire Wealth Management
Massachusetts
$7.47M +$7.47M +277,344 New
LFAS
214
Level Four Advisory Services
Texas
$7.34M +$7.09M +262,965 +2,761%
APWA
215
Atlas Private Wealth Advisors
New Jersey
$7.26M +$5.66M +210,237 +355%
AI
216
Atria Investments
North Carolina
$7.26M -$84K -3,117 -1%
BBW
217
Blue Barn Wealth
Utah
$7.24M +$966K +35,847 +15%
RC
218
RegentAtlantic Capital
New Jersey
$7.09M -$178K -6,609 -2%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$7.07M +$1.95M +72,432 +38%
D
220
Diversified
Delaware
$7.06M +$1.35M +50,256 +24%
MCA
221
Magnolia Capital Advisors
Mississippi
$7.04M +$125K +4,641 +2%
GFPC
222
Global Financial Private Client
Florida
$7.02M +$175K +6,510 +3%
SWM
223
Spire Wealth Management
Virginia
$6.94M +$5.79M +215,061 +508%
TC
224
Titleist Capital
Texas
$6.93M +$6.93M +257,202 New
KJWM
225
Kiley Juergens Wealth Management
Washington
$6.83M +$422K +15,648 +7%
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