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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 %
TP
501
Tranquility Partners
Tennessee
$750K +$4.67K +192 +0.6%
GWM
502
Gray Wealth Management
Maine
$748K +$1.46K +60 +0.2%
Goldman Sachs
503
Goldman Sachs
New York
$744K -$1.72M -70,602 -70%
CWA
504
Clearview Wealth Advisors
Oregon
$744K +$656K +27,006 +748%
JWCA
505
J.W. Cole Advisors
Florida
$743K -$876 -36 -0.1%
FRA
506
Front Row Advisors
California
$736K +$4.38K +180 +0.6%
FWP
507
FAS Wealth Partners
Kansas
$735K +$104K +4,296 +17%
GCA
508
Gradient Capital Advisors
California
$730K +$47.9K +1,971 +7%
BFPW
509
BOK Financial Private Wealth
Colorado
$706K -$26.7K -1,098 -4%
BAM
510
Bellevue Asset Management
Washington
$700K +$219 +9 +0%
LNB
511
Ledyard National Bank
$687K +$687K +28,272 New
NEGWA
512
New England Guild Wealth Advisors
Connecticut
$684K – – –
DFG
513
Demars Financial Group
Washington
$682K +$8.39K +345 +1%
PB
514
Pinnacle Bancorp
Nebraska
$671K -$23.6K -969 -3%
BFG
515
Bouchey Financial Group
New York
$663K -$46.5K -1,914 -7%
IC
516
Intersect Capital
California
$659K -$3.36K -138 -0.5%
RRA
517
Round Rock Advisors
Connecticut
$653K -$49.4K -2,034 -7%
WCFA
518
Walkner Condon Financial Advisors
Wisconsin
$647K -$30K -1,233 -4%
CPIG
519
Chicago Partners Investment Group
Illinois
$642K +$36.6K +1,467 +6%
MFA
520
Mayflower Financial Advisors
Massachusetts
$640K – – –
SIAG
521
Signet Investment Advisory Group
Rhode Island
$640K +$164K +6,762 +35%
RA
522
RFG Advisory
Alabama
$635K +$57.4K +2,364 +10%
CAM
523
Cresset Asset Management
Illinois
$633K -$510 -21 -0.1%
WWM
524
Windsor Wealth Management
Indiana
$628K +$108K +4,464 +21%
MWM
525
Mission Wealth Management
California
$624K +$624K +25,683 New
19 20
21
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