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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
+$181M
2
WANY
Wealthspire Advisors (New York)
New York
+$118M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$115M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$68.9M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$150M
2
APP
Avantax Planning Partners
Iowa
-$63.9M
3
FFN
Focus Financial Network
Minnesota
-$52.7M
4
AWM
AE Wealth Management
Kansas
-$44.2M
5
SS
Simplicity Solutions
Minnesota
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
251
Vivid Financial Management
California
$3.55M -$20.5K -843 -0.6%
BP
252
Broadleaf Partners
Ohio
$3.52M -$67.5K -2,778 -2%
BMCM
253
Burns Matteson Capital Management
New York
$3.5M +$578K +23,784 +20%
GB
254
Gunma Bank
Japan
$3.5M +$1.17M +48,000 +50%
AA
255
Apriem Advisors
California
$3.38M +$2.5M +103,050 +288%
SEI Investments
256
SEI Investments
Pennsylvania
$3.33M – – –
SCM
257
Spreng Capital Management
Ohio
$3.32M -$19.2K -789 -0.6%
PEA
258
Pacific Edge Advisors
California
$3.3M -$551K -22,650 -14%
MCCP
259
Mission Creek Capital Partners
California
$3.21M -$326K -13,404 -9%
SWM
260
SeaCrest Wealth Management
New York
$3.17M -$23.7K -975 -0.7%
ML
261
McAdam LLC
Pennsylvania
$3.14M +$148K +6,090 +5%
ASN
262
Advisory Services Network
Georgia
$3.14M +$223K +9,156 +8%
GPFA
263
Game Plan Financial Advisors
Ohio
$3.13M +$85.1K +3,492 +3%
AUB
264
Atlantic Union Bankshares
Virginia
$3.11M +$191K +7,869 +7%
SFWA
265
Summit Financial Wealth Advisors
Louisiana
$3.1M +$241K +11,259 +8%
SHJ
266
Sharkey, Howes & Javer
Colorado
$3.09M -$234K -9,624 -7%
PAMG
267
Patton Albertson Miller Group
Tennessee
$3.08M -$64.2K -2,640 -2%
ECML
268
Eagle Capital Management (Louisiana)
Louisiana
$3.07M +$230K +9,444 +8%
PPA
269
Parametric Portfolio Associates
Washington
$3.07M +$202K +8,295 +7%
PFO
270
Pathstone Family Office
New Jersey
$3.06M -$141K -5,799 -4%
SAF
271
Smith Anglin Financial
Texas
$3.03M -$2.99K -123 -0.1%
TI
272
Tidal Investments
Wisconsin
$3.03M +$3.03M +124,491 New
BRWA
273
B. Riley Wealth Advisors
Florida
$3.02M +$2.52M +103,644 +499%
WIA
274
Wealthstreet Investment Advisors
Texas
$3.01M +$376K +15,450 +14%
BWM
275
BerganKDV Wealth Management
Minnesota
$2.96M -$33.3K -1,371 -1%
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