SCHD icon

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.

Holders
907
Holders Change
+57
Holders Change %
+6.71%
% of All Funds
15.84%
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
1
Bank of America
North Carolina
$1.4B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$184M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$682M
4
LPL Financial
4
LPL Financial
California
$270M
5
SCA
5
Stuart Chaussee & Associates
California
$35.7M

Top Sellers

1
WANY
1
Wealthspire Advisors (New York)
New York
$314M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$408K
3
AIP
3
Almanack Investment Partners
Pennsylvania
$288K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.74M
5
BC
5
Barnett & Company
Tennessee
$3.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.4B 18,551,290 +15,531,426 +514%
Wealthfront Advisers
2
Wealthfront Advisers
California
$682M 9,017,168 +902,758 +11%
CSIA
3
Charles Schwab Investment Advisory
California
$611M 8,075,418 +186,377 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$359M 4,753,447 +284,038 +6%
WANY
5
Wealthspire Advisors (New York)
New York
$314M 4,155,615 -213,666 -5%
Ameriprise
6
Ameriprise
Minnesota
$276M 3,657,921 +304,254 +9%
LPL Financial
7
LPL Financial
California
$270M 3,567,557 +636,517 +22%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$233M 3,080,598 +298,225 +11%
OWM
9
Orgel Wealth Management
Wisconsin
$231M 3,054,303 +185,417 +6%
Morgan Stanley
10
Morgan Stanley
New York
$231M 3,051,890 +435,324 +17%
APP
11
Avantax Planning Partners
Iowa
$214M 2,830,446 +100,453 +4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$184M 2,438,036 +1,022,039 +72%
UBS Group
13
UBS Group
Switzerland
$178M 2,350,328 +50,826 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$162M 2,139,289 +271,395 +15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$142M 1,873,909 +248,277 +15%
AAIM
16
Asset Advisors Investment Management
Georgia
$115M 1,519,029 +20,577 +1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$106M 1,396,789 +273,386 +24%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$99.8M 1,319,633 +333,741 +34%
Wells Fargo
19
Wells Fargo
California
$91.9M 1,215,741 +210,594 +21%
KFP
20
Keystone Financial Planning
Ohio
$91.4M 1,208,729 +27,460 +2%
Mariner
21
Mariner
Kansas
$76.5M 1,012,283 +64,841 +7%
KeyBank National Association
22
KeyBank National Association
Ohio
$75.7M 1,000,993 +130,348 +15%
HWA
23
HHM Wealth Advisors
Tennessee
$72.9M 964,347 +53,656 +6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$67M 885,498 +15,083 +2%
SWMG
25
Strategic Wealth Management Group
Maryland
$60.6M 801,436 -30,839 -4%
1
2 3 4 5