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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.

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

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.2M
3
CFO
3
CVA Family Office
Colorado
$9.13M
4
OWM
4
Orgel Wealth Management
Wisconsin
$217M
5
CC
5
Claybrook Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.58B 21,231,656 +2,680,366 +14%
Wealthfront Advisers
2
Wealthfront Advisers
California
$736M 9,916,214 +899,046 +10%
CSIA
3
Charles Schwab Investment Advisory
California
$627M 8,441,164 +365,746 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$465M 6,262,654 +1,509,207 +32%
WANY
5
Wealthspire Advisors (New York)
New York
$369M 4,973,587 +817,972 +20%
LPL Financial
6
LPL Financial
California
$306M 4,122,369 +554,812 +16%
Ameriprise
7
Ameriprise
Minnesota
$286M 3,858,886 +200,965 +5%
Morgan Stanley
8
Morgan Stanley
New York
$270M 3,637,503 +585,613 +19%
AAS
9
Avantax Advisory Services
Texas
$268M 3,610,965 +3,306,128 +1,085%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$229M 3,090,246 +9,648 +0.3%
OWM
11
Orgel Wealth Management
Wisconsin
$217M 2,925,912 -128,391 -4%
APP
12
Avantax Planning Partners
Iowa
$216M 2,912,874 +82,428 +3%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$214M 2,877,279 +439,243 +18%
UBS Group
14
UBS Group
Switzerland
$179M 2,415,879 +65,551 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$172M 2,318,471 +179,182 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$144M 1,941,772 +67,863 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$120M 1,612,315 +215,526 +15%
AAIM
18
Asset Advisors Investment Management
Georgia
$112M 1,504,100 -14,929 -1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$102M 1,373,807 +54,174 +4%
Wells Fargo
20
Wells Fargo
California
$99M 1,332,952 +117,211 +10%
KFP
21
Keystone Financial Planning
Ohio
$83.1M 1,119,291 -89,438 -7%
Mariner
22
Mariner
Kansas
$81.5M 1,097,364 +85,081 +8%
KeyBank National Association
23
KeyBank National Association
Ohio
$80.2M 1,080,246 +79,253 +8%
HWA
24
HHM Wealth Advisors
Tennessee
$72.5M 976,880 +12,533 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$66.3M 893,507 +136,118 +18%
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