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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
1
JPMorgan Chase & Co
New York
$127M
2
WANY
2
Wealthspire Advisors (New York)
New York
$176M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$51.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$96.2M
5
Ameriprise
5
Ameriprise
Minnesota
$167M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$144M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$45.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$483M
4
APP
4
Avantax Planning Partners
Iowa
$231M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAIC
526
Lederer & Associates Investment Counsel
California
$407K -$17.8K -831 -4%
GIA
527
Gladstone Institutional Advisory
Florida
$407K +$116K +5,400 +40%
SBIA
528
Sheaff Brock Investment Advisors
Indiana
$400K +$67.3K +3,147 +20%
SL
529
Salomon & Ludwin
Virginia
$397K – – –
DWM
530
Destination Wealth Management
California
$397K +$397K +18,576 New
TWM
531
Triton Wealth Management
Arizona
$396K -$19.5K -918 -5%
SLA
532
Silver Lake Advisory
Utah
$394K -$6.22K -291 -2%
FHA
533
Flagship Harbor Advisors
Massachusetts
$393K +$35.8K +1,674 +10%
AC
534
Alley Company
Illinois
$389K +$5.71K +267 +1%
SIC
535
Salem Investment Counselors
North Carolina
$385K +$281K +13,149 +269%
GAG
536
GM Advisory Group
New York
$379K +$379K +17,718 New
FFC
537
First Financial Corp
Indiana
$378K -$78.6K -3,675 -17%
IIC
538
Ironwood Investment Counsel
Arizona
$378K -$31.1K -1,455 -8%
GHA
539
GW Henssler & Associates
Georgia
$378K -$5.96K -279 -2%
CCP
540
Clarkston Capital Partners
Michigan
$378K +$1.35K +63 +0.4%
OCG
541
Opus Capital Group
Ohio
$378K +$3.01K +141 +0.8%
FWM
542
FFT Wealth Management
Pennsylvania
$373K +$373K +17,457 New
RWA
543
River Wealth Advisors
Pennsylvania
$368K -$9.42K -441 -2%
RG
544
Rikoon Group
New Mexico
$366K – – –
GAM
545
Grandview Asset Management
Pennsylvania
$366K +$4.68K +219 +1%
WSTAM
546
Wilbanks Smith & Thomas Asset Management
Virginia
$366K +$39.9K +1,866 +12%
FSA
547
Financial Sense Advisors
California
$365K -$20.1K -939 -5%
WCM
548
Weik Capital Management
Pennsylvania
$365K +$86.7K +4,050 +31%
MAS
549
Madden Advisory Services
Florida
$360K – – –
Renaissance Technologies
550
Renaissance Technologies
New York
$359K +$359K +16,800 New
20 21
22
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