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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 %
SMG
451
Smart Money Group
Texas
$982K -$54.3K -2,235 -5%
PCMC
452
Private Capital Management (Colorado)
Colorado
$981K -$338K -13,890 -26%
DTC
453
Davidson Trust Company
Washington
$962K -$77.5K -3,192 -7%
MWP
454
Meridian Wealth Partners
Pennsylvania
$962K -$6.56K -270 -0.7%
KCPG
455
Kavar Capital Partners Group
Kansas
$961K +$14.6K +600 +2%
KC
456
Kingfisher Capital
North Carolina
$960K +$2.04K +84 +0.2%
JPLA
457
Joseph P. Lucia & Associates
New York
$956K +$295K +12,132 +45%
RWM
458
RKL Wealth Management
Pennsylvania
$955K -$216K -8,907 -18%
NNP
459
Nachman Norwood & Parrott
South Carolina
$951K +$43.3K +1,782 +5%
FWSM
460
First Wilshire Securities Management
California
$950K +$175K +7,200 +23%
BC
461
Bartlett & Co
Ohio
$947K -$19.6K -807 -2%
BCWM
462
Bartlett & Co Wealth Management
Ohio
$947K -$19.6K -807 -2%
WF
463
Welch & Forbes
Massachusetts
$937K – – –
VCAM
464
Van Cleef Asset Management
Ohio
$930K -$113K -4,647 -11%
CAS
465
Cascadia Advisory Services
Oregon
$930K +$930K +38,262 New
AL
466
Aspiriant LLC
California
$924K -$35.4K -1,455 -4%
TFGT
467
TS Financial Group (TSFG)
Illinois
$921K -$14.1K -579 -2%
BFA
468
Beaumont Financial Advisors
Massachusetts
$916K -$49.5K -2,037 -5%
HI
469
Hudock Inc
Pennsylvania
$913K +$3.94K +162 +0.4%
ACM
470
AlphaStar Capital Management
North Carolina
$905K +$128K +5,253 +16%
BCM
471
Brasada Capital Management
Texas
$899K – – –
GDP
472
Great Diamond Partners
Maine
$898K +$216K +8,877 +32%
LA
473
Latitude Advisors
Florida
$891K +$111K +4,581 +14%
CMBA
474
C.M. Bidwell & Associates
Hawaii
$889K +$2.19K +90 +0.2%
AIC
475
Ameritas Investment Company
Nebraska
$883K +$121K +4,998 +16%
17 18
19
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