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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 %
RA
201
RFG Advisory
Alabama
$9.63M +$4.76M +181,080 +98%
DFA
202
DHJJ Financial Advisors
Illinois
$9.47M +$51.5K +1,950 +0.5%
RF
203
Robbins Farley
New Hampshire
$9.37M +$656K +24,948 +8%
CAG
204
Curtis Advisory Group
California
$9.36M +$721K +27,408 +8%
MAG
205
Mayfair Advisory Group
Alabama
$9.17M +$522K +19,761 +6%
MF
206
Manchester Financial
California
$9.04M -$1.18M -44,979 -12%
AWS
207
AJ Wealth Strategies
New York
$8.98M -$835K -31,770 -9%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$8.97M +$1.41M +53,517 +19%
TW
209
TrinityPoint Wealth
Connecticut
$8.95M +$1.05M +40,095 +13%
CST
210
Charles Schwab Trust
Nevada
$8.69M +$190K +7,218 +2%
SFWC
211
Strategic Family Wealth Counselors
New Jersey
$8.67M +$944K +35,898 +12%
ES
212
Eagle Strategies
New York
$8.66M +$5.69M +216,363 +192%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$8.63M -$29M -1,102,695 -77%
GFPC
214
Global Financial Private Client
Florida
$8.5M +$1.61M +61,083 +23%
CP
215
Capital Planning
Washington
$8.37M +$2.32M +88,035 +38%
D
216
Diversified
Delaware
$8.36M +$1.47M +56,001 +21%
FMC
217
First Merchants Corp
Indiana
$8.34M +$228K +8,676 +3%
SEM
218
Strategic Equity Management
Arizona
$8.3M +$234K +8,904 +3%
PAG
219
Powers Advisory Group
Illinois
$8.24M +$919K +34,965 +13%
AWM
220
Aspire Wealth Management
Massachusetts
$8.24M +$944K +35,880 +13%
WFA
221
Wipfli Financial Advisors
Wisconsin
$8.07M -$53.8K -2,046 -0.7%
PCM
222
Pennsylvania Capital Management
Pennsylvania
$8.05M +$670K +25,479 +9%
HCP
223
Holt Capital Partners
Texas
$8.03M -$165K -6,285 -2%
Prudential Financial
224
Prudential Financial
New Jersey
$7.95M +$3.73M +141,723 +88%
TA
225
TrueWealth Advisors
Alabama
$7.91M – – –
7 8
9
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