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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
JPMorgan Chase & Co
New York
$127M
2
WANY
Wealthspire Advisors (New York)
New York
$176M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$51.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$96.2M
5
Ameriprise
Ameriprise
Minnesota
$167M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$144M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$45.3M
3
CSIA
Charles Schwab Investment Advisory
California
$483M
4
APP
Avantax Planning Partners
Iowa
$231M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
326
Naples Global Advisors
Florida
$1.45M -$206K -9,645 -12%
SHA
327
Seneca House Advisors
Virginia
$1.42M +$62.3K +2,913 +5%
LDFR
328
Lehman & Derafelo Financial Resources
Pennsylvania
$1.42M +$44.9K +2,100 +3%
WIA
329
World Investment Advisors
California
$1.4M +$297K +13,281 +27%
MIAN
330
Mariner Independent Advisor Network
Kansas
$1.4M +$575K +26,907 +70%
AFA
331
Atlanta Financial Associates
Georgia
$1.39M -$13.6K -636 -1%
FC
332
Financial Consulate
Maryland
$1.38M -$95.2K -4,455 -6%
TC
333
TAP Consulting
Missouri
$1.38M +$357K +16,686 +35%
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$11.7K -546 -0.9%
SFA
335
Sequoia Financial Advisors
Ohio
$1.36M +$90.6K +4,236 +7%
GIA
336
Guyasuta Investment Advisors
Pennsylvania
$1.36M +$194K +9,057 +17%
FNBOMD
337
First National Bank of Mount Dora
Florida
$1.33M -$160K -7,500 -11%
CP
338
Capital Planning
Washington
$1.29M +$1.29M +60,150 New
MFGM
339
Marshall Financial Group (Maryland)
Maryland
$1.27M +$1.27M +59,538 New
SFG
340
Sage Financial Group
Pennsylvania
$1.26M -$25.5K -1,191 -2%
CIAS
341
Capital Investment Advisory Services
North Carolina
$1.24M +$367K +17,163 +42%
NS
342
Newman & Schimel
Illinois
$1.23M +$1.23M +57,579 New
PWP
343
Principle Wealth Partners
Connecticut
$1.23M -$16.7K -783 -1%
WFG
344
Wills Financial Group
Virginia
$1.22M -$31.1K -1,455 -2%
SMM
345
Stadion Money Management
Georgia
$1.21M – – –
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
$1.19M -$10.4K -489 -0.9%
AWMG
347
Alliance Wealth Management Group
New Jersey
$1.19M -$64.7K -3,027 -5%
TCM
348
Towercrest Capital Management
Pennsylvania
$1.19M -$64.7K -3,027 -5%
GGI
349
GPM Growth Investors
Michigan
$1.17M +$94.3K +4,410 +9%
SPIA
350
Steward Partners Investment Advisory
New York
$1.17M +$170K +7,971 +17%
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