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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 %
LF
376
LifeSteps Financial
California
$986K +$201K +9,384 +26%
BWAM
377
Boyd Watterson Asset Management
Ohio
$985K +$10.3K +480 +1%
SFG
378
StrategIQ Financial Group
Indiana
$982K -$12.8K -597 -1%
DAS
379
Dynamic Advisor Solutions
Arizona
$971K +$315K +14,727 +48%
GB
380
Goepper Burkhardt
South Carolina
$965K +$965K +45,120 New
CA
381
CapWealth Advisors
Tennessee
$962K -$5K -234 -0.5%
KF
382
Krilogy Financial
Missouri
$961K +$315K +14,730 +49%
Prudential Financial
383
Prudential Financial
New Jersey
$956K +$545K +25,491 +133%
WCM
384
WealthBridge Capital Management
Ohio
$955K +$63K +2,946 +7%
BFG
385
Berger Financial Group
Minnesota
$949K +$949K +44,391 New
Cerity Partners
386
Cerity Partners
New York
$940K +$580K +27,138 +161%
CAN
387
Cetera Advisor Networks
California
$938K +$267K +12,504 +40%
SW
388
SVB Wealth
Massachusetts
$926K +$926K +43,317 New
Fidelity Investments
389
Fidelity Investments
Massachusetts
$920K +$238K +11,139 +35%
VCAM
390
Van Cleef Asset Management
Ohio
$917K -$21.1K -987 -2%
MMHP
391
Murphy Middleton Hinkle & Parker
Georgia
$917K – – –
MCWS
392
McKinley Carter Wealth Services
West Virginia
$916K +$916K +42,849 New
DTC
393
Davidson Trust Company
Washington
$914K -$66K -3,090 -7%
SMG
394
Smart Money Group
Texas
$912K +$5.26K +246 +0.6%
IRC
395
Investors Research Corp
Georgia
$908K +$563K +26,322 +163%
TFS
396
TrustCore Financial Services
Tennessee
$903K -$21.4K -1,002 -2%
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$890K -$27.6K -1,290 -3%
PPW
398
Pasadena Private Wealth
California
$867K +$11.7K +546 +1%
MAFM
399
Mid Atlantic Financial Management
Pennsylvania
$865K +$145K +6,759 +20%
RF
400
RHS Financial
California
$859K +$49.4K +2,313 +6%
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16
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