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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 %
EFS
351
Essex Financial Services
Connecticut
$1.78M +$38.4K +1,578 +2%
EIA
352
Eldridge Investment Advisors
New Hampshire
$1.77M +$523K +21,528 +42%
HL
353
HeadInvest LLC
Maine
$1.76M +$55.2K +2,271 +3%
WIA
354
World Investment Advisors
California
$1.75M +$145K +5,673 +9%
SIM
355
Seaview Investment Managers
Florida
$1.75M +$1.75M +71,946 New
GIA
356
GHP Investment Advisors
Colorado
$1.74M +$32K +1,317 +2%
BCMO
357
Buckingham Capital Management (Ohio)
Ohio
$1.74M +$76.7K +3,156 +5%
AC
358
Abbrea Capital
California
$1.74M +$7.15K +294 +0.4%
ADL
359
Asset Dedication LLC
California
$1.73M -$649K -26,691 -27%
SFA
360
Sequoia Financial Advisors
Ohio
$1.73M +$189K +7,773 +12%
SHA
361
Seneca House Advisors
Virginia
$1.69M +$78.2K +3,216 +5%
KM
362
Kalos Management
Georgia
$1.69M -$98.2K -3,843 -6%
FWI
363
Facet Wealth Inc
Maryland
$1.68M -$92K -3,786 -5%
TAM
364
Townsend Asset Management
North Carolina
$1.67M -$69.9K -2,877 -4%
CWS
365
Cypress Wealth Services
California
$1.64M -$184K -7,554 -10%
OWM
366
Opes Wealth Management
California
$1.64M -$108K -4,458 -6%
LDFR
367
Lehman & Derafelo Financial Resources
Pennsylvania
$1.61M – – –
BFEC
368
Benjamin F. Edwards & Company
Missouri
$1.6M +$1.47M +60,672 +1,137%
FC
369
Financial Consulate
Maryland
$1.6M +$21.4K +882 +1%
FIA
370
Foundations Investment Advisors
Arizona
$1.59M +$1.59M +64,716 New
CIAS
371
Capital Investment Advisory Services
North Carolina
$1.59M +$173K +7,122 +12%
LF
372
LifeSteps Financial
California
$1.56M +$435K +17,871 +39%
TC
373
TAP Consulting
Missouri
$1.56M -$18.6K -765 -1%
Northern Trust
374
Northern Trust
Illinois
$1.55M -$277K -11,391 -15%
MIAN
375
Mariner Independent Advisor Network
Kansas
$1.54M -$53.4K -2,199 -3%
13 14
15
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