SCHD icon

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 %
LCM
376
Liberty Capital Management
Michigan
$1.52M -$430K -17,700 -22%
CS
377
Comerica Securities
Michigan
$1.52M +$844K +34,743 +125%
MFGM
378
Marshall Financial Group (Maryland)
Maryland
$1.52M +$71.9K +2,958 +5%
MA
379
MONECO Advisors
Connecticut
$1.52M +$639K +26,277 +73%
KIC
380
Keating Investment Counselors
Florida
$1.51M -$356K -14,655 -19%
IRC
381
Investors Research Corp
Georgia
$1.51M +$476K +19,584 +46%
NGA
382
Naples Global Advisors
Florida
$1.5M -$151K -6,219 -9%
JFGIW
383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M -$97.8K -4,023 -6%
SFG
384
Sage Financial Group
Pennsylvania
$1.44M +$292 +12 +0%
MW
385
MBL Wealth
North Carolina
$1.43M +$260K +10,698 +22%
LCM
386
Leisure Capital Management
California
$1.41M +$602K +24,756 +74%
CFB
387
Cullen/Frost Bankers
Texas
$1.41M +$80.6K +3,315 +6%
DAS
388
Dynamic Advisor Solutions
Arizona
$1.4M +$300K +12,345 +27%
AFA
389
Atlanta Financial Associates
Georgia
$1.39M – – –
GB
390
Goepper Burkhardt
South Carolina
$1.39M +$293K +12,057 +27%
NFG
391
Next Financial Group
Texas
$1.39M +$184K +7,584 +15%
SMM
392
Stadion Money Management
Georgia
$1.38M – – –
WOSD
393
WFA of San Diego
California
$1.37M -$167K -6,879 -11%
Brown Advisory
394
Brown Advisory
Maryland
$1.36M -$3.18M -130,911 -70%
WFG
395
Wills Financial Group
Virginia
$1.35M -$33.8K -1,389 -2%
CAN
396
Cetera Advisor Networks
California
$1.34M +$277K +11,409 +26%
ACA
397
Atlas Capital Advisors
Wyoming
$1.33M +$186K +7,638 +16%
BBPWM
398
Blue Bell Private Wealth Management
Pennsylvania
$1.33M -$28K -1,152 -2%
Fidelity Investments
399
Fidelity Investments
Massachusetts
$1.33M +$282K +11,595 +27%
SW
400
SVB Wealth
Massachusetts
$1.32M +$264K +10,860 +25%
14 15
16
17 18