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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 %
CFB
351
Cullen/Frost Bankers
Texas
$1.17M +$1.03M +47,970 +724%
RC
352
Rovin Capital
Arizona
$1.16M -$310K -14,478 -21%
BOM
353
Bank of Marin
California
$1.16M +$296K +13,818 +34%
PCMC
354
Private Capital Management (Colorado)
Colorado
$1.15M +$354K +16,650 +44%
PCG
355
Private Capital Group
Connecticut
$1.12M -$59.8K -2,796 -5%
SFS
356
Sowell Financial Services
Arkansas
$1.12M -$97.6K -4,566 -8%
NFG
357
Nadler Financial Group
Illinois
$1.11M +$620K +28,998 +126%
EIA
358
Eldridge Investment Advisors
New Hampshire
$1.09M +$546K +25,551 +100%
GGS
359
Galvin Gaustad & Stein
Arizona
$1.09M +$1.09M +51,000 New
AWM
360
Adams Wealth Management
Utah
$1.08M -$59.9K -2,802 -5%
MWM
361
Meridian Wealth Management
Kentucky
$1.08M +$322K +15,084 +43%
SFSIG
362
San Francisco Sentry Investment Group
California
$1.07M +$65.6K +3,066 +7%
CHA
363
Carmichael Hill & Associates
Maryland
$1.07M +$116K +5,412 +12%
EAM
364
Evanson Asset Management
California
$1.06M -$122K -5,718 -10%
NFG
365
Next Financial Group
Texas
$1.06M +$577 +27 +0.1%
SWRP
366
Summit Wealth & Retirement Planning
California
$1.04M -$15.2K -711 -1%
RWM
367
RKL Wealth Management
Pennsylvania
$1.03M -$38K -1,779 -4%
MW
368
MBL Wealth
North Carolina
$1.03M +$1.03M +48,192 New
HPWM
369
Highland Private Wealth Management
Washington
$1.02M +$255K +11,910 +33%
FWM
370
Frontier Wealth Management
Missouri
$1.01M -$491K -22,935 -33%
ACA
371
Atlas Capital Advisors
Wyoming
$1.01M +$119K +5,565 +13%
BJL
372
Brighton Jones LLC
Washington
$1.01M +$5.77K +270 +0.6%
Susquehanna International Group
373
Susquehanna International Group
Pennsylvania
$1M -$1.94M -90,819 -66%
KOMWMG
374
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1M -$168K -7,863 -14%
SP
375
SWS Partners
Ohio
$993K -$79.3K -3,708 -7%
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15
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