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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

775 hedge funds and large institutions have $5.81B invested in Schwab US Dividend Equity ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 352 increasing their positions, 196 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+99
Holders Change %
+14.64%
% of All Funds
13.75%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.72%
New
148
Increased
352
Reduced
196
Closed
35
Calls
$12.3M
Puts
$10.2M
Net Calls
+$2.07M
Net Calls Change
+$1.65M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$127M
2
WANY
2
Wealthspire Advisors (New York)
New York
$176M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$51.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$96.2M
5
Ameriprise
5
Ameriprise
Minnesota
$167M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$144M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$45.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$483M
4
APP
4
Avantax Planning Partners
Iowa
$231M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
22CM
226
20/20 Capital Management
California
$2.91M +$2.91M +134,664 New
PAMG
227
Patton Albertson Miller Group
Tennessee
$2.91M -$358K -15,939 -11%
SWM
228
SeaCrest Wealth Management
New York
$2.81M +$43.5K +2,037 +2%
PFO
229
Pathstone Family Office
New Jersey
$2.81M +$948K +44,343 +51%
SWM
230
Stockman Wealth Management
Montana
$2.79M -$152K -7,125 -5%
NWS
231
Newport Wealth Strategies
California
$2.74M – – –
ML
232
McAdam LLC
Pennsylvania
$2.71M +$233K +10,569 +9%
JWBC
233
John W. Brooker & Co
California
$2.69M +$409K +19,107 +18%
APA
234
American Portfolios Advisors
New York
$2.68M -$1.73M -80,862 -39%
GPFA
235
Game Plan Financial Advisors
Ohio
$2.67M +$52.8K +2,472 +2%
SAF
236
Smith Anglin Financial
Texas
$2.67M +$2.67M +124,791 New
BWM
237
BerganKDV Wealth Management
Minnesota
$2.64M -$238K -11,121 -8%
Stifel Financial
238
Stifel Financial
Missouri
$2.6M +$991K +46,362 +62%
TA
239
TrueWealth Advisors
Alabama
$2.58M +$2.58M +117,138 New
BMCM
240
Burns Matteson Capital Management
New York
$2.57M +$2.57M +120,342 New
AUB
241
Atlantic Union Bankshares
Virginia
$2.56M +$800K +37,422 +45%
ASN
242
Advisory Services Network
Georgia
$2.56M +$374K +17,508 +17%
PPA
243
Parametric Portfolio Associates
Washington
$2.52M +$741K +34,653 +42%
ECML
244
Eagle Capital Management (Louisiana)
Louisiana
$2.5M +$1.86K +87 +0.1%
PIMG
245
Patriot Investment Management Group
Tennessee
$2.48M -$3.35M -156,765 -58%
SSI
246
Scott & Selber Inc
Texas
$2.47M +$76.4K +3,573 +3%
PWSG
247
Pacific Wealth Strategies Group
California
$2.47M -$34.5K -1,572 -1%
SFWA
248
Summit Financial Wealth Advisors
Louisiana
$2.47M +$33.2K +1,800 +1%
NF
249
Nikulski Financial
Iowa
$2.45M -$32.3K -1,512 -1%
SA
250
SRH Advisors
Kansas
$2.44M -$24.6K -1,152 -1%
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