SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

850 hedge funds and large institutions have $7.85B invested in Schwab US Dividend Equity ETF in 2021 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 425 increasing their positions, 217 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+75
Holders Change %
+9.68%
% of All Funds
14.97%
Holding in Top 10
113
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+16.49%
% of All Funds
1.99%
New
117
Increased
425
Reduced
217
Closed
32
Calls
$11.1M
Puts
$12.4M
Net Calls
-$1.27M
Net Calls Change
-$3.34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$326M
2
WANY
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
Avantax Planning Partners
Iowa
$199M
3
FFN
Focus Financial Network
Minnesota
$1.1M
4
AWM
AE Wealth Management
Kansas
$10.4M
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$4.36M +$220K +9,042 +5%
SPIA
227
Steward Partners Investment Advisory
New York
$4.32M +$2.99M +123,102 +225%
WP
228
WealthShield Partners
North Carolina
$4.24M +$3.85M +158,496 +984%
NG
229
Northstar Group
New York
$4.22M -$130K -5,346 -3%
MA
230
Mutual Advisors
Nebraska
$4.17M +$74.2K +3,051 +2%
REMPR
231
Roof Eidam Maycock Peralta (REMP)
California
$4.15M +$290K +11,922 +8%
RDWM
232
Red Door Wealth Management
Tennessee
$4.14M +$137K +5,616 +3%
CF
233
Centaurus Financial
California
$4.12M +$1.61M +66,039 +64%
Citigroup
234
Citigroup
New York
$4.1M +$441K +18,126 +12%
NWS
235
Newport Wealth Strategies
California
$4.09M +$474K +19,482 +13%
CAL
236
Capital Analysts LLC
Pennsylvania
$4.09M +$2.33M +96,036 +133%
AT
237
Arden Trust
Delaware
$4.06M -$73.6K -3,030 -2%
OPA
238
Old Port Advisors
Maine
$3.95M +$203K +8,331 +5%
CCMD
239
Cypress Capital Management (Delaware)
Delaware
$3.92M -$737K -30,312 -16%
JWBC
240
John W. Brooker & Co
California
$3.92M +$867K +35,670 +28%
KIA
241
KCM Investment Advisors
California
$3.9M -$166K -6,846 -4%
BSB
242
Bangor Savings Bank
Maine
$3.89M +$73.9K +3,042 +2%
TYCC
243
Texas Yale Capital Corp
Florida
$3.8M +$109K +4,482 +3%
FA
244
Fagan Associates
New York
$3.78M -$96.5K -3,972 -2%
PBO
245
Peoples Bank (Ohio)
Ohio
$3.78M +$400K +16,458 +12%
CFMC
246
Curbstone Financial Management Corp
New Hampshire
$3.72M +$1.11M +45,780 +43%
RC
247
Roundview Capital
New Jersey
$3.68M +$3.5K +144 +0.1%
SFS
248
Sowell Financial Services
Arkansas
$3.64M +$2.3M +89,520 +172%
YIA
249
YHB Investment Advisors
Connecticut
$3.63M +$91.3K +3,642 +3%
BMCM
250
Bryn Mawr Capital Management
Pennsylvania
$3.58M +$3.58M +147,309 New
8 9
10
11 12