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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
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 Holding Trade Value Shares
Change 		Shares
Change %
BW
476
Bison Wealth
Georgia
$881K +$5.33K +219 +0.6%
CS
477
Capital Square
Tennessee
$881K +$156K +6,309 +22%
BCA
478
Bay Colony Advisors
Massachusetts
$877K +$74.8K +3,075 +9%
SB
479
Strategic Blueprint
Georgia
$873K +$331K +13,629 +61%
PFS
480
Prospera Financial Services
Texas
$859K +$859K +35,331 New
AMG
481
Advisors Management Group
Wisconsin
$853K +$853K +35,091 New
BIM
482
Baldwin Investment Management
Pennsylvania
$844K -$33.6K -1,383 -4%
DSC
483
Duncker Streett & Co
Missouri
$844K -$30.3K -1,245 -3%
TF
484
TIAA FSB
Florida
$835K -$23.6K -969 -3%
OC
485
Oarsman Capital
Wisconsin
$831K +$66K +2,715 +9%
FFWM
486
Future Financial Wealth Management
Ohio
$827K +$84K +3,456 +11%
HA
487
Harborview Advisors
Maine
$818K -$27.4K -1,125 -3%
GAM
488
Garrison Asset Management
Arkansas
$803K -$53.3K -2,190 -6%
IWM
489
IHT Wealth Management
Illinois
$803K +$406K +16,710 +102%
DWT
490
Dorsey & Whitney Trust
South Dakota
$789K +$789K +32,472 New
BWA
491
Beam Wealth Advisors
Louisiana
$787K +$200K +8,250 +34%
PFG
492
Pacific Financial Group
Washington
$785K +$785K +32,295 New
OC
493
Oppenheimer & Co
New York
$783K +$54.7K +2,250 +8%
SAM
494
Sawgrass Asset Management
Florida
$780K +$45.2K +1,860 +6%
JIC
495
Johnson Investment Counsel
Ohio
$776K -$13.3K -546 -2%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$775K -$138K -5,658 -15%
CAM
497
Concorde Asset Management
Michigan
$772K +$772K +31,743 New
MFW
498
Meristem Family Wealth
Minnesota
$766K – – –
HFBOT
499
Home Federal Bank of Tennessee
Tennessee
$750K – – –
PL
500
Plancorp LLC
Missouri
$750K +$2.04K +84 +0.3%
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20
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