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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.

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
1
Wealthfront Advisers
California
$891M
2
LPL Financial
2
LPL Financial
California
$386M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$285M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$38.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$328M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$310M
2
HI
2
Harbour Investments
Wisconsin
$4.25M
3
GM
3
GeoWealth Management
Illinois
$9.29M
4
SL
4
Systelligence LLC
Minnesota
$23.3M
5
WF
5
Whelan Financial
California
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$891M 11,028,826 +1,112,612 +11%
CSIA
2
Charles Schwab Investment Advisory
California
$696M 8,607,967 +166,803 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$504M 6,229,882 -32,772 -0.5%
WANY
4
Wealthspire Advisors (New York)
New York
$415M 5,134,666 +161,079 +3%
LPL Financial
5
LPL Financial
California
$386M 4,773,712 +651,343 +16%
Ameriprise
6
Ameriprise
Minnesota
$344M 4,258,767 +399,881 +10%
Morgan Stanley
7
Morgan Stanley
New York
$328M 4,052,968 +415,465 +11%
AAS
8
Avantax Advisory Services
Texas
$313M 3,878,369 +267,404 +7%
Bank of America
9
Bank of America
North Carolina
$310M 3,833,358 -17,398,298 -82%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$285M 3,520,039 +642,760 +22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$267M 3,301,741 +211,495 +7%
OWM
12
Orgel Wealth Management
Wisconsin
$248M 3,063,799 +137,887 +5%
APP
13
Avantax Planning Partners
Iowa
$242M 2,989,277 +76,403 +3%
UBS Group
14
UBS Group
Switzerland
$215M 2,661,397 +245,518 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$203M 2,512,144 +193,673 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$172M 2,125,949 +184,177 +9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$143M 1,769,863 +157,548 +10%
AAIM
18
Asset Advisors Investment Management
Georgia
$121M 1,495,488 -8,612 -0.6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$119M 1,477,354 +103,547 +8%
Wells Fargo
20
Wells Fargo
California
$116M 1,439,898 +106,946 +8%
Mariner
21
Mariner
Kansas
$103M 1,273,643 +176,279 +16%
KeyBank National Association
22
KeyBank National Association
Ohio
$97.3M 1,203,950 +123,704 +11%
HWA
23
HHM Wealth Advisors
Tennessee
$81.5M 1,007,816 +30,936 +3%
KFP
24
Keystone Financial Planning
Ohio
$81.4M 1,007,436 -111,855 -10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$65.4M 809,343 -84,164 -9%
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