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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 %
MCP
476
Martin Capital Partners
Oregon
$564K -$62.5K -2,925 -10%
MFA
477
Mayflower Financial Advisors
Massachusetts
$563K +$563K +26,328 New
BSW
478
Buckingham Strategic Wealth
Missouri
$561K +$561K +26,247 New
CAM
479
Cresset Asset Management
Illinois
$558K +$449 +21 +0.1%
FWP
480
FAS Wealth Partners
Kansas
$555K +$55.1K +2,577 +11%
ISWM
481
Independent Solutions Wealth Management
New York
$549K -$150K -6,996 -21%
BFA
482
Beacon Financial Advisory
Ohio
$547K +$547K +25,605 New
BCP
483
Blue Chip Partners
Michigan
$538K +$5.07K +237 +1%
FC
484
Fusion Capital
South Carolina
$532K -$134K -6,255 -20%
CPIG
485
Chicago Partners Investment Group
Illinois
$532K +$532K +24,282 New
TW
486
Transform Wealth
Colorado
$527K -$202K -9,456 -28%
SIC
487
Sigma Investment Counselors
Michigan
$525K +$525K +24,576 New
BWP
488
Bernardo Wealth Planning
Pennsylvania
$524K +$524K +24,540 New
RA
489
RFG Advisory
Alabama
$521K +$174K +7,941 +50%
BWA
490
Beam Wealth Advisors
Louisiana
$516K +$119K +5,550 +30%
TPWA
491
TRUE Private Wealth Advisors
Oregon
$513K -$86.4K -4,044 -14%
QAM
492
QCI Asset Management
New York
$513K +$128K +6,000 +33%
S
493
SignatureFD
Georgia
$511K +$15.1K +708 +3%
RRWA
494
Rainey & Randall Wealth Advisors
Florida
$510K +$2.56K +120 +0.5%
IA
495
IFG Advisory
Georgia
$503K -$4.17K -195 -0.8%
WP
496
WMS Partners
Maryland
$498K -$60.9K -2,847 -11%
GVAG
497
Great Valley Advisor Group
Delaware
$494K -$16.3K -762 -3%
KWM
498
Kingsview Wealth Management
Oregon
$493K -$214K -10,020 -30%
MCM
499
Mengis Capital Management
Oregon
$491K +$116K +5,433 +31%
JG
500
Jefferies Group
New York
$484K – – –
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