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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.

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
1
JPMorgan Chase & Co
New York
$127M
2
WANY
2
Wealthspire Advisors (New York)
New York
$176M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$51.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$96.2M
5
Ameriprise
5
Ameriprise
Minnesota
$167M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$144M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$45.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$483M
4
APP
4
Avantax Planning Partners
Iowa
$231M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$43.8M 2,046,480 -11,145 -0.5%
SS
27
Simplicity Solutions
Minnesota
$41.2M 1,924,875 +1,412,205 +275%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$40.5M 1,893,351 +449,268 +31%
TF
29
TimeScale Financial
Massachusetts
$35.7M 1,670,904 -101,706 -6%
LFS
30
Legacy Financial Strategies
Kansas
$34.7M 1,621,119 +6,594 +0.4%
SL
31
Systelligence LLC
Minnesota
$34.4M 1,606,908 +839,664 +109%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$30.2M 1,413,534 +390,609 +38%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$29.9M 1,400,604 +427,473 +44%
SAM
34
Summit Asset Management
Tennessee
$29M 1,357,425 -42,222 -3%
ETS
35
ESL Trust Services
New York
$27.2M 1,270,800 +2,100 +0.2%
KAS
36
Kestra Advisory Services
Texas
$27.1M 1,276,479 +911,256 +250%
JFA
37
JNBA Financial Advisors
Minnesota
$26.7M 1,248,696 +284,097 +29%
BFS
38
Bard Financial Services
Connecticut
$26.6M 1,244,427 +1,244,427 New
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$25.3M 1,181,121 +1,181,121 New
HFS
40
Howard Financial Services
Texas
$25.1M 1,175,304 +68,316 +6%
PRS
41
Pinkerton Retirement Specialists
Idaho
$24.6M 1,148,634 -147,699 -11%
CG
42
Colony Group
Massachusetts
$23.9M 1,119,030 +65,808 +6%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$23.6M 1,105,716 -19,929 -2%
CTC
44
Central Trust Company
Missouri
$23.2M 1,083,042 +58,149 +6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$22.9M 1,069,857 +12,213 +1%
APW
46
Aurora Private Wealth
New Jersey
$22.6M 1,058,520 +38,475 +4%
Truist Financial
47
Truist Financial
North Carolina
$21.2M 992,121 +704,814 +245%
VA
48
Valmark Advisers
Ohio
$21.2M 991,644 +52,737 +6%
RCA
49
Reitz Capital Advisors
Michigan
$19.9M 930,951 -4,881 -0.5%
MML Investors Services
50
MML Investors Services
Massachusetts
$19.7M 920,091 +27,081 +3%
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