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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
$326M
2
WANY
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
Avantax Planning Partners
Iowa
$199M
3
FFN
Focus Financial Network
Minnesota
$1.1M
4
AWM
AE Wealth Management
Kansas
$10.4M
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
326
Newman & Schimel
Illinois
$2.14M +$737K +30,324 +53%
APSP
327
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.13M +$14.5K +597 +0.7%
MCM
328
Maple Capital Management
Vermont
$2.11M +$83.6K +3,438 +4%
MA
329
Modus Advisors
Minnesota
$2.11M -$56.1K -2,307 -3%
HA
330
Hamel Associates
New Jersey
$2.11M +$1.26M +51,990 +150%
ACM
331
Alpha Capital Management
Texas
$2.05M +$380K +15,648 +23%
LWM
332
Loveless Wealth Management
Montana
$2.04M +$176K +7,242 +9%
SFMG
333
Sage Financial Management Group
Virginia
$2.02M +$185K +7,590 +10%
CWM
334
Chesapeake Wealth Management
Virginia
$2.02M +$52.5K +2,160 +3%
CIA
335
Capital Investment Advisors
Georgia
$2.02M +$26.3K +1,083 +1%
FNBOMD
336
First National Bank of Mount Dora
Florida
$1.99M +$484K +19,914 +32%
Bank of New York Mellon
337
Bank of New York Mellon
New York
$1.99M -$155K -6,384 -7%
SFG
338
SageGuard Financial Group
Tennessee
$1.96M +$36.8K +1,506 +2%
GIA
339
Guyasuta Investment Advisors
Pennsylvania
$1.94M +$401K +16,500 +26%
JCM
340
Janney Capital Management
Pennsylvania
$1.94M -$187K -7,680 -9%
EA
341
Emerald Advisors
Washington
$1.92M +$98.6K +4,056 +5%
WWM
342
Western Wealth Management
Colorado
$1.92M +$88.2K +3,630 +5%
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$1.92M -$1.67M – –
PPP
344
Private Portfolio Partners
New Jersey
$1.89M +$182K +7,470 +11%
PCWA
345
Pacific Capital Wealth Advisors
California
$1.88M +$57.2K +2,355 +3%
NFG
346
Nations Financial Group
Iowa
$1.87M +$1.22M +50,076 +185%
Prudential Financial
347
Prudential Financial
New Jersey
$1.86M +$772K +31,743 +71%
SCA
348
Stuart Chaussee & Associates
California
$1.86M +$1.86M +76,296 New
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$1.85M +$836K +34,371 +83%
LWAC
350
Laurel Wealth Advisors (California)
California
$1.84M +$168K +6,918 +10%
12 13
14
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