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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.

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
1
JPMorgan Chase & Co
New York
$326M
2
WANY
2
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
2
Avantax Planning Partners
Iowa
$199M
3
FFN
3
Focus Financial Network
Minnesota
$1.1M
4
AWM
4
AE Wealth Management
Kansas
$10.4M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$50M 2,057,736 +11,256 +0.6%
Truist Financial
27
Truist Financial
North Carolina
$49M 2,016,099 +1,023,978 +103%
HI
28
Harbour Investments
Wisconsin
$47.5M 1,955,514 +1,955,514 New
MAM
29
Madison Asset Management
Wisconsin
$41.2M 1,694,232 +826,707 +95%
TF
30
TimeScale Financial
Massachusetts
$40.3M 1,659,021 -11,883 -0.7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$38.1M 1,567,047 +166,443 +12%
ETS
32
ESL Trust Services
New York
$34.9M 1,437,588 +166,788 +13%
CTC
33
Central Trust Company
Missouri
$34.2M 1,408,506 +325,464 +30%
LFS
34
Legacy Financial Strategies
Kansas
$34.1M 1,404,576 -216,543 -13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$33.9M 1,395,573 +325,716 +30%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$33.6M 1,381,896 +1,381,896 New
CFO
37
CVA Family Office
Colorado
$33.5M 1,378,371 +830,523 +152%
SAM
38
Summit Asset Management
Tennessee
$32.7M 1,344,390 -13,035 -1%
JFA
39
JNBA Financial Advisors
Minnesota
$32.4M 1,331,358 +82,662 +7%
HFS
40
Howard Financial Services
Texas
$32M 1,318,488 +143,184 +12%
BFS
41
Bard Financial Services
Connecticut
$31.7M 1,305,612 +61,185 +5%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$31.4M 1,293,360 +112,239 +10%
JWM
43
Janiczek Wealth Management
Colorado
$31.2M 1,284,468 +538,800 +72%
MML Investors Services
44
MML Investors Services
Massachusetts
$29.5M 1,213,317 +293,226 +32%
HighTower Advisors
45
HighTower Advisors
Illinois
$28M 1,150,428 +267,078 +30%
SL
46
Systelligence LLC
Minnesota
$27.8M 1,142,715 -464,193 -29%
CG
47
Colony Group
Massachusetts
$27.2M 1,117,599 -1,431 -0.1%
APW
48
Aurora Private Wealth
New Jersey
$26.9M 1,107,723 +49,203 +5%
PRS
49
Pinkerton Retirement Specialists
Idaho
$26.4M 1,084,794 -63,840 -6%
RJA
50
Raymond James & Associates
Florida
$26M 1,068,909 +437,532 +69%
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