SCHD icon

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 %
HIM
501
HawsGoodwin Investment Management
Tennessee
$482K – – –
KCM
502
Kanawha Capital Management
Virginia
$481K – – –
WCM
503
Windham Capital Management
Massachusetts
$481K – – –
SFM
504
Signet Financial Management
New Jersey
$481K +$8.72K +408 +2%
SB
505
Strategic Blueprint
Georgia
$477K -$9.11K -426 -2%
CCA
506
Cobblestone Capital Advisors
New York
$472K +$146K +6,834 +45%
AA
507
Ancora Advisors
Ohio
$471K +$706 +33 +0.2%
WWM
508
Windsor Wealth Management
Indiana
$457K +$112K +5,259 +33%
EWM
509
EPG Wealth Management
Georgia
$452K +$1.03K +48 +0.2%
SAM
510
SignalPoint Asset Management
Missouri
$451K -$4.88K -228 -1%
BRWA
511
B. Riley Wealth Advisors
Florida
$444K -$262K -12,246 -37%
RP
512
Rowlandmiller & Partners
Georgia
$444K +$444K +20,760 New
NFC
513
Northeast Financial Consultants
Connecticut
$443K +$443K +20,736 New
LRPA
514
L. Roy Papp & Associates
Arizona
$439K -$19.9K -930 -4%
BFC
515
Bedel Financial Consulting
Indiana
$439K +$192 +9 +0%
WCM
516
Whitener Capital Management
North Carolina
$432K +$10.7K +501 +3%
RWRC
517
R.W. Roge & Company
New York
$430K -$45K -2,103 -9%
CAMG
518
CWA Asset Management Group
Florida
$428K +$3.65K +171 +0.9%
Bessemer Group
519
Bessemer Group
New Jersey
$427K +$421K +19,662 +6,554%
SIAG
520
Signet Investment Advisory Group
Rhode Island
$419K +$419K +19,575 New
SFA
521
Seneca Financial Advisors
New York
$419K +$419K +19,587 New
SS
522
Sunbelt Securities
Texas
$417K +$417K +19,497 New
VFA
523
Valeo Financial Advisors
Indiana
$415K +$286K +13,374 +222%
SHWM
524
Silicon Hills Wealth Management
Texas
$412K -$115K -5,379 -22%
CAAS
525
Capital Asset Advisory Services
Michigan
$410K +$38.8K +1,815 +10%
19 20
21
22 23