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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 %
CA
301
Cambridge Advisors
Nebraska
$2.48M -$24.4K -1,005 -1%
SWM
302
Stockman Wealth Management
Montana
$2.48M -$688K -28,320 -22%
Bessemer Group
303
Bessemer Group
New Jersey
$2.46M +$1.98M +81,420 +408%
CFO
304
Collective Family Office
Pennsylvania
$2.42M -$220K -9,060 -8%
PA
305
Planning Alternatives
Michigan
$2.42M -$1.95M -80,118 -45%
JWM
306
Jackson Wealth Management
Florida
$2.42M +$2.42M +99,417 New
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$2.4M +$219K +9,003 +10%
SCM
308
Southport Capital Management
Tennessee
$2.4M +$173K +7,113 +8%
BAM
309
Belpointe Asset Management
Nevada
$2.39M -$7.51K -309 -0.3%
GGI
310
GPM Growth Investors
Michigan
$2.37M +$1.03M +42,417 +77%
H
311
HoyleCohen
California
$2.35M +$508K +20,916 +28%
AIA
312
Armor Investment Advisors
North Carolina
$2.34M +$185K +7,623 +9%
PWP
313
Principle Wealth Partners
Connecticut
$2.33M +$930K +38,283 +67%
WA
314
WBH Advisory
Maryland
$2.27M +$30.6K +1,260 +1%
CGA
315
Crescent Grove Advisors
Illinois
$2.27M +$2.27M +93,435 New
BPA
316
Beacon Pointe Advisors
California
$2.26M +$170K +6,978 +8%
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$2.26M +$379K +15,600 +20%
AL
318
ACAS LLC
California
$2.26M +$2.26M +92,754 New
IAP
319
Indie Asset Partners
Indiana
$2.24M -$227K -9,345 -9%
ERIM
320
Eagle Ridge Investment Management
Connecticut
$2.23M – – –
CWM
321
Centric Wealth Management
Illinois
$2.18M +$48.6K +2,001 +2%
RF
322
RHS Financial
California
$2.17M +$1.19M +49,059 +122%
SWP
323
Stratos Wealth Partners
Ohio
$2.16M +$34.1K +1,404 +2%
BFG
324
Berger Financial Group
Minnesota
$2.15M +$1.07M +44,118 +99%
SLWS
325
Swaine & Leidel Wealth Services
Florida
$2.15M +$9.19K +378 +0.4%
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