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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 %
WCG
276
Weaver Consulting Group
California
$2.09M +$806K +37,710 +63%
CWA
277
Core Wealth Advisors
Florida
$2.06M -$2.41M -112,632 -54%
GB
278
Gunma Bank
Japan
$2.05M -$3.43M -160,500 -63%
WA
279
WBH Advisory
Maryland
$2.04M +$69.8K +3,156 +4%
PAS
280
Park Avenue Securities
New York
$2.01M +$2.01M +94,134 New
SCM
281
Southport Capital Management
Tennessee
$1.96M -$104K -4,845 -5%
ERIM
282
Eagle Ridge Investment Management
Connecticut
$1.96M +$1.29M +60,351 +193%
Janney Montgomery Scott
283
Janney Montgomery Scott
Pennsylvania
$1.92M -$55.2K -2,580 -3%
MA
284
Modus Advisors
Minnesota
$1.9M -$493K -23,046 -21%
AIA
285
Armor Investment Advisors
North Carolina
$1.9M +$95.7K +4,479 +5%
Bank of New York Mellon
286
Bank of New York Mellon
New York
$1.88M +$109K +5,115 +6%
SLWS
287
Swaine & Leidel Wealth Services
Florida
$1.88M -$146K -6,810 -7%
CWM
288
Centric Wealth Management
Illinois
$1.88M +$994K +46,494 +112%
JCM
289
Janney Capital Management
Pennsylvania
$1.87M -$142K -6,636 -7%
SWP
290
Stratos Wealth Partners
Ohio
$1.87M +$48.6K +2,274 +3%
APSP
291
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.87M +$17.4K +813 +0.9%
BPA
292
Beacon Pointe Advisors
California
$1.83M +$392K +18,333 +27%
TPA
293
Trivium Point Advisory
Connecticut
$1.81M -$169K -7,683 -9%
MCM
294
Maple Capital Management
Vermont
$1.78M +$7.76K +363 +0.4%
CIA
295
Capital Investment Advisors
Georgia
$1.75M +$91.4K +4,275 +6%
CWM
296
Chesapeake Wealth Management
Virginia
$1.73M +$32.4K +1,515 +2%
LCM
297
Liberty Capital Management
Michigan
$1.72M +$1.72M +80,415 New
SFG
298
SageGuard Financial Group
Tennessee
$1.69M +$1.69M +78,741 New
Luther King Capital Management (LKCM)
299
Luther King Capital Management (LKCM)
Texas
$1.67M -$1.42M – –
VFIC
300
Valley Forge Investment Consultants
Pennsylvania
$1.65M +$1.65M +77,307 New
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