SCHD icon

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 %
LWM
301
Laidlaw Wealth Management
New York
$1.65M +$1.65M +77,022 New
KIC
302
Keating Investment Counselors
Florida
$1.64M -$13.2K -615 -0.8%
LWM
303
Loveless Wealth Management
Montana
$1.64M +$44.8K +2,094 +3%
H
304
HoyleCohen
California
$1.62M +$62.9K +2,943 +4%
SFMG
305
Sage Financial Management Group
Virginia
$1.61M +$1.61M +75,504 New
WWM
306
Western Wealth Management
Colorado
$1.61M +$85K +3,975 +6%
CWS
307
Cypress Wealth Services
California
$1.61M +$1.61M +75,180 New
Northern Trust
308
Northern Trust
Illinois
$1.61M +$202K +9,468 +14%
EA
309
Emerald Advisors
Washington
$1.6M +$82.7K +3,870 +5%
PCWA
310
Pacific Capital Wealth Advisors
California
$1.6M +$600K +28,053 +60%
RA
311
Rodgers & Associates
Pennsylvania
$1.59M +$1.59M +74,172 New
FWI
312
Facet Wealth Inc
Maryland
$1.55M +$1.55M +72,684 New
CAL
313
Capital Analysts LLC
Pennsylvania
$1.54M +$259K +12,120 +20%
OWM
314
Opes Wealth Management
California
$1.54M -$75.4K -3,525 -5%
TAM
315
Townsend Asset Management
North Carolina
$1.53M +$25.3K +1,185 +2%
EFS
316
Essex Financial Services
Connecticut
$1.53M +$2.76K +129 +0.2%
AC
317
Abbrea Capital
California
$1.52M +$89.3K +4,176 +6%
GIA
318
GHP Investment Advisors
Colorado
$1.51M +$122K +5,697 +9%
PPP
319
Private Portfolio Partners
New Jersey
$1.5M +$165K +7,734 +12%
HL
320
HeadInvest LLC
Maine
$1.5M +$51.3K +2,400 +4%
KM
321
Kalos Management
Georgia
$1.49M -$529K -24,762 -26%
MS
322
Madden Securities
Texas
$1.47M +$395K +18,468 +37%
ACM
323
Alpha Capital Management
Texas
$1.47M -$4.88K -228 -0.3%
LWAC
324
Laurel Wealth Advisors (California)
California
$1.47M +$305K +14,274 +26%
BCMO
325
Buckingham Capital Management (Ohio)
Ohio
$1.47M +$87.9K +4,110 +6%
11 12
13
14 15