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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 %
BAAM
251
Baker Avenue Asset Management
California
$2.38M -$3.27K -153 -0.1%
TFS
252
Thoroughbred Financial Services
Tennessee
$2.37M +$467K +21,828 +25%
BCM
253
Breiter Capital Management
Florida
$2.33M -$80.1K -3,744 -3%
CFO
254
Collective Family Office
Pennsylvania
$2.32M +$2.32M +108,681 New
WIA
255
Wealthstreet Investment Advisors
Texas
$2.32M +$1.27M +59,505 +122%
JSL
256
JT Stratford LLC
Georgia
$2.31M -$31.4K -1,467 -1%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$2.3M -$14.4K -672 -0.6%
RF
258
Rollins Financial
Georgia
$2.29M +$2.29M +107,238 New
CFMC
259
Curbstone Financial Management Corp
New Hampshire
$2.29M +$203K +9,510 +10%
ACG
260
Allen Capital Group
Nebraska
$2.27M -$49.4K -2,310 -2%
CAG
261
Curtis Advisory Group
California
$2.26M +$402K +18,798 +22%
NFP
262
Novak Financial Planning
Maryland
$2.26M +$2.26M +105,726 New
ACM
263
Advisors Capital Management
New Jersey
$2.26M +$132K +6,186 +6%
WLIM
264
White Lighthouse Investment Management
Massachusetts
$2.25M +$502K +23,484 +29%
NCM
265
Northwest Capital Management
Oregon
$2.25M – – –
WLPWM
266
Walled Lake Planning & Wealth Management
Illinois
$2.23M +$51.9K +2,427 +2%
CF
267
Centaurus Financial
California
$2.21M -$3.53K -165 -0.2%
CA
268
Cambridge Advisors
Nebraska
$2.2M -$32.9K -1,539 -1%
TFA
269
Teamwork Financial Advisors
Texas
$2.2M +$30K +1,404 +1%
SBL
270
Sargent Bickham Lagudis
Colorado
$2.17M -$3.57M -166,755 -62%
IAP
271
Indie Asset Partners
Indiana
$2.17M -$98.5K -4,605 -4%
Goldman Sachs
272
Goldman Sachs
New York
$2.16M +$2.16M +101,205 New
ANTB
273
AMG National Trust Bank
Colorado
$2.12M +$477K +22,323 +29%
BAM
274
Belpointe Asset Management
Nevada
$2.11M +$573K +26,802 +37%
ADL
275
Asset Dedication LLC
California
$2.09M +$52.7K +2,469 +3%
9 10
11
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