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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 %
TF
426
TIAA FSB
Florida
$755K +$755K +35,310 New
GAM
427
Garrison Asset Management
Arkansas
$753K -$372K -17,394 -33%
HA
428
Harborview Advisors
Maine
$743K -$7.37K -345 -1%
Lido Advisors
429
Lido Advisors
California
$740K -$247K -11,544 -25%
HA
430
Hamel Associates
New Jersey
$740K +$256K +12,000 +53%
Nomura Asset Management
431
Nomura Asset Management
Japan
$739K +$335K +15,675 +83%
US Bancorp
432
US Bancorp
Minnesota
$739K -$90.7K -4,242 -11%
MCP
433
Mirador Capital Partners
California
$736K +$40.2K +1,878 +6%
LCM
434
Leisure Capital Management
California
$714K +$714K +33,414 New
BCA
435
Bay Colony Advisors
Massachusetts
$705K +$110K +5,127 +18%
ACM
436
AlphaStar Capital Management
North Carolina
$702K +$47.5K +2,163 +7%
JIC
437
Johnson Investment Counsel
Ohio
$695K +$14.4K +675 +2%
LA
438
Latitude Advisors
Florida
$685K +$685K +32,061 New
FWSM
439
First Wilshire Securities Management
California
$681K +$365K +17,100 +116%
OC
440
Oarsman Capital
Wisconsin
$673K -$25.4K -1,188 -4%
MFW
441
Meristem Family Wealth
Minnesota
$673K – – –
AIC
442
Ameritas Investment Company
Nebraska
$670K +$390K +18,231 +139%
Fisher Asset Management
443
Fisher Asset Management
Washington
$669K -$86.4K -4,044 -11%
RA
444
Reby Advisors
Connecticut
$665K +$665K +31,110 New
HFBOT
445
Home Federal Bank of Tennessee
Tennessee
$660K – – –
PL
446
Plancorp LLC
Missouri
$658K +$2.37K +111 +0.4%
GWM
447
Gray Wealth Management
Maine
$656K +$1.79K +84 +0.3%
TP
448
Tranquility Partners
Tennessee
$655K +$5.83K +273 +0.9%
JWCA
449
J.W. Cole Advisors
Florida
$654K -$82.4K -3,855 -11%
FFWM
450
Future Financial Wealth Management
Ohio
$653K +$653K +30,564 New
16 17
18
19 20