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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
$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 %
PCG
426
Private Capital Group
Connecticut
$1.1M -$178K -7,305 -14%
KF
427
Krilogy Financial
Missouri
$1.09M +$2.04K +84 +0.2%
WCM
428
WealthBridge Capital Management
Ohio
$1.09M +$4.74K +195 +0.4%
AWM
429
Apollon Wealth Management
South Carolina
$1.09M +$1.09M +44,862 New
US Bancorp
430
US Bancorp
Minnesota
$1.08M +$241K +9,897 +29%
CA
431
CapWealth Advisors
Tennessee
$1.07M -$23.4K -963 -2%
Lido Advisors
432
Lido Advisors
California
$1.06M +$222K +9,126 +26%
FI
433
FormulaFolio Investments
Michigan
$1.06M -$9.36M -366,201 -90%
Fisher Asset Management
434
Fisher Asset Management
Washington
$1.06M +$297K +12,213 +39%
MMHP
435
Murphy Middleton Hinkle & Parker
Georgia
$1.04M – – –
OF
436
Outfitter Financial
Maine
$1.04M +$656K +27,000 +170%
YWP
437
YorkBridge Wealth Partners
New York
$1.04M +$63.7K +2,622 +7%
PPW
438
Pasadena Private Wealth
California
$1.04M +$52.5K +2,160 +5%
Cerity Partners
439
Cerity Partners
New York
$1.03M -$34.8K -1,431 -3%
PGFC
440
Peapack-Gladstone Financial Corp
New Jersey
$1.03M +$1.03M +42,528 New
MAFM
441
Mid Atlantic Financial Management
Pennsylvania
$1.03M +$46.2K +1,902 +5%
CFGS
442
Concourse Financial Group Securities
Alabama
$1.03M +$123K +5,067 +14%
CWP
443
Concord Wealth Partners
Virginia
$1.03M +$1.02M +41,835 +10,980%
GF
444
Gries Financial
Ohio
$1.01M +$1.01M +39,663 New
TFS
445
TrustCore Financial Services
Tennessee
$1.01M -$13.3K -549 -1%
NL
446
NWAM LLC
Washington
$999K +$128K +5,280 +15%
MCP
447
Mirador Capital Partners
California
$991K +$154K +6,345 +18%
AIM
448
Anchor Investment Management
South Carolina
$987K +$306K +12,573 +45%
BOM
449
Bank of Marin
California
$984K -$336K -13,806 -25%
RWM
450
Rench Wealth Management
Texas
$983K +$22.9K +942 +2%
16 17
18
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