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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
+$105M
4
SW
SVB Wealth
Massachusetts
+$79M
5
CRC
Curi RMB Capital
Illinois
+$74.7M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$36.7M
2
EWP
Engrave Wealth Partners
Texas
-$29.7M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$21.5M
4
DP
DDD Partners
Washington
-$19.1M
5
MNG
Manning & Napier Group
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSIWM
201
Paradigm Strategies in Wealth Management
Minnesota
$9.83M +$569K +23,832 +6%
CMP
202
Courage Miller Partners
Virginia
$9.79M -$17.3K -723 -0.2%
OAM
203
Oak Asset Management
California
$9.79M +$9.79M +410,055 New
ICM
204
Islay Capital Management
Texas
$9.75M +$123K +5,145 +1%
LB
205
Leo Brokerage
Texas
$9.72M +$3.25M +135,948 +50%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$9.7M -$14M -587,751 -59%
SF
207
Schaeffer Financial
Maryland
$9.68M -$11K -462 -0.1%
WAG
208
Winthrop Advisory Group
Massachusetts
$9.67M +$23.9K +1,002 +0.2%
CAG
209
Compass Advisory Group
New York
$9.67M +$125K +5,241 +1%
PWP
210
Principle Wealth Partners
Connecticut
$9.47M +$2.87M +120,078 +43%
CNWM
211
Clay Northam Wealth Management
California
$9.44M -$130K -5,463 -1%
EH
212
Equitable Holdings
New York
$9.4M +$2.23M +93,462 +31%
IWC
213
Integrated Wealth Concepts
Massachusetts
$9.17M +$7.03M +294,633 +329%
CWP
214
Concord Wealth Partners
Virginia
$9.05M +$6.69M +279,966 +282%
FFC
215
Fure Financial Corporation
Minnesota
$9.02M +$9.02M +377,979 New
CAG
216
Curtis Advisory Group
California
$9.01M +$516K +21,609 +6%
SFWC
217
Strategic Family Wealth Counselors
New Jersey
$8.69M +$821K +34,392 +10%
DFA
218
DHJJ Financial Advisors
Illinois
$8.62M +$61.3K +2,568 +0.7%
CBFP
219
Cedar Brook Financial Partners
Ohio
$8.59M -$652K -27,297 -7%
PAI
220
Pittenger & Anderson Inc
Nebraska
$8.58M +$2.21M +92,355 +35%
YIA
221
YHB Investment Advisors
Connecticut
$8.57M +$4.02M +168,441 +89%
GFPC
222
Global Financial Private Client
Florida
$8.52M +$783K +32,556 +10%
RF
223
Robbins Farley
New Hampshire
$8.49M -$21.6K -906 -0.3%
SSWM
224
Sheets Smith Wealth Management
North Carolina
$8.43M +$278K +11,661 +3%
FTS
225
Fifth Third Securities
Ohio
$8.41M +$8.41M +352,284 New
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