SCHD icon

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 %
YWP
401
YorkBridge Wealth Partners
New York
$858K +$140K +6,537 +19%
MWP
402
Meridian Wealth Partners
Pennsylvania
$852K +$834 +39 +0.1%
PWA
403
Physician Wealth Advisors
Utah
$852K +$852K +38,013 New
BC
404
Bartlett & Co
Ohio
$850K +$706 +33 +0.1%
BCWM
405
Bartlett & Co Wealth Management
Ohio
$850K +$706 +33 +0.1%
BFA
406
Beaumont Financial Advisors
Massachusetts
$849K -$287K -13,410 -25%
RWM
407
Rench Wealth Management
Texas
$844K +$9.36K +438 +1%
AL
408
Aspiriant LLC
California
$844K +$377K +17,610 +81%
KC
409
Kingfisher Capital
North Carolina
$843K +$2.5K +117 +0.3%
KCPG
410
Kavar Capital Partners Group
Kansas
$832K -$4.94K -231 -0.6%
WF
411
Welch & Forbes
Massachusetts
$824K – – –
TFGT
412
TS Financial Group (TSFG)
Illinois
$823K +$706 +33 +0.1%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$802K +$469K +21,933 +141%
MA
414
MONECO Advisors
Connecticut
$800K -$22.8K -1,029 -3%
HI
415
Hudock Inc
Pennsylvania
$799K +$3.65K +171 +0.5%
NNP
416
Nachman Norwood & Parrott
South Carolina
$798K +$114K +5,352 +17%
CFGS
417
Concourse Financial Group Securities
Alabama
$797K -$31.9K -1,491 -4%
BCM
418
Brasada Capital Management
Texas
$791K – – –
CMBA
419
C.M. Bidwell & Associates
Hawaii
$780K -$1.92K -90 -0.2%
BIM
420
Baldwin Investment Management
Pennsylvania
$772K +$63.2K +2,958 +9%
BW
421
Bison Wealth
Georgia
$770K +$91.4K +4,272 +13%
DSC
422
Duncker Streett & Co
Missouri
$769K +$325K +15,195 +73%
AA
423
Apriem Advisors
California
$766K -$1.83M -85,800 -71%
NL
424
NWAM LLC
Washington
$766K +$766K +35,835 New
CW
425
CreativeOne Wealth
Kansas
$755K +$344K +16,092 +84%
15 16
17
18 19