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
+$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 %
SA
276
SRH Advisors
Kansas
$2.93M +$155K +6,363 +6%
NF
277
Nikulski Financial
Iowa
$2.86M +$81.8K +3,366 +3%
BAAM
278
Baker Avenue Asset Management
California
$2.83M +$133K +5,469 +5%
RF
279
Rollins Financial
Georgia
$2.82M +$215K +8,838 +8%
22CM
280
20/20 Capital Management
California
$2.8M -$475K -19,560 -15%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$2.78M +$168K +6,903 +6%
JSL
282
JT Stratford LLC
Georgia
$2.74M +$121K +4,977 +5%
SSI
283
Scott & Selber Inc
Texas
$2.71M -$92.6K -3,810 -3%
TFS
284
Thoroughbred Financial Services
Tennessee
$2.7M +$6.56K +270 +0.2%
WLIM
285
White Lighthouse Investment Management
Massachusetts
$2.69M +$130K +5,334 +5%
NFP
286
Novak Financial Planning
Maryland
$2.63M +$56.3K +2,316 +2%
WLPWM
287
Walled Lake Planning & Wealth Management
Illinois
$2.6M +$59.1K +2,430 +2%
BCM
288
Breiter Capital Management
Florida
$2.57M -$76.9K -3,165 -3%
RA
289
Rodgers & Associates
Pennsylvania
$2.56M +$753K +30,975 +42%
EVC
290
Eidelman Virant Capital
Missouri
$2.55M -$1.92M -78,816 -43%
NCM
291
Northwest Capital Management
Oregon
$2.55M -$2.63K -108 -0.1%
ACG
292
Allen Capital Group
Nebraska
$2.55M -$28K -1,152 -1%
PWSG
293
Pacific Wealth Strategies Group
California
$2.55M -$188K -7,722 -7%
BWM
294
Baystate Wealth Management
Massachusetts
$2.54M -$878K -36,138 -26%
TFA
295
Teamwork Financial Advisors
Texas
$2.53M +$37.3K +1,536 +1%
ANTB
296
AMG National Trust Bank
Colorado
$2.53M +$115K +4,731 +5%
TPA
297
Trivium Point Advisory
Connecticut
$2.51M +$514K +21,126 +26%
ACM
298
Advisors Capital Management
New Jersey
$2.5M -$60.8K -2,502 -2%
MS
299
Madden Securities
Texas
$2.5M +$819K +33,693 +49%
WCG
300
Weaver Consulting Group
California
$2.48M +$113K +4,650 +5%
10 11
12
13 14