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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 %
SAM
451
Sawgrass Asset Management
Florida
$646K +$38.5K +1,800 +6%
BFPW
452
BOK Financial Private Wealth
Colorado
$644K -$53.2K -2,490 -8%
FRA
453
Front Row Advisors
California
$643K +$21.2K +993 +3%
OC
454
Oppenheimer & Co
New York
$641K +$219K +10,233 +52%
BAM
455
Bellevue Asset Management
Washington
$630K -$4.67K -213 -0.7%
CS
456
Capital Square
Tennessee
$626K +$358K +16,776 +134%
BFG
457
Bouchey Financial Group
New York
$624K -$21.7K -1,017 -3%
RRA
458
Round Rock Advisors
Connecticut
$618K +$618K +28,908 New
KA
459
Kovack Advisors
Florida
$615K -$60.9K -2,850 -9%
PB
460
Pinnacle Bancorp
Nebraska
$611K +$81.6K +3,816 +15%
Mirae Asset Global Investments
461
Mirae Asset Global Investments
South Korea
$609K +$141K +6,600 +30%
NEGWA
462
New England Guild Wealth Advisors
Connecticut
$602K – – –
GDP
463
Great Diamond Partners
Maine
$600K +$27.9K +1,305 +5%
GCA
464
Gradient Capital Advisors
California
$600K +$56.9K +2,658 +10%
AIM
465
Anchor Investment Management
South Carolina
$600K +$184K +8,598 +44%
GRP
466
Global Retirement Partners
California
$597K +$270K +12,627 +83%
WCFA
467
Walkner Condon Financial Advisors
Wisconsin
$595K +$85.1K +3,981 +17%
CS
468
Comerica Securities
Michigan
$595K +$595K +27,849 New
DFG
469
Demars Financial Group
Washington
$592K +$321 +15 +0.1%
MSA
470
Marino Stram & Associates
Massachusetts
$584K – – –
JPLA
471
Joseph P. Lucia & Associates
New York
$582K -$54K -2,526 -8%
IC
472
Intersect Capital
California
$582K +$833 +39 +0.1%
NFG
473
Nations Financial Group
Iowa
$577K +$94.6K +4,428 +20%
AWM
474
Avior Wealth Management
Nebraska
$576K -$270K -12,642 -32%
ZIM
475
Zacks Investment Management
Illinois
$574K +$154K +7,188 +37%
17 18
19
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