SCHD icon

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 %
BFA
526
Beacon Financial Advisory
Ohio
$622K – – –
CP
527
Corbenic Partners
Pennsylvania
$621K +$617K +25,386 +14,103%
CWM
528
Cordatus Wealth Management
Pennsylvania
$621K +$621K +25,542 New
Mirae Asset Global Investments
529
Mirae Asset Global Investments
South Korea
$620K -$72.9K -3,000 -11%
GIA
530
Gladstone Institutional Advisory
Florida
$617K +$154K +6,351 +33%
FC
531
Fusion Capital
South Carolina
$615K +$9.85K +405 +2%
MCP
532
Martin Capital Partners
Oregon
$614K -$27.4K -1,128 -4%
MSA
533
Marino Stram & Associates
Massachusetts
$604K -$60.1K -2,472 -9%
SB
534
Sunflower Bank
Texas
$603K +$603K +24,819 New
SIC
535
Salem Investment Counselors
North Carolina
$602K +$164K +6,729 +37%
BSW
536
Buckingham Strategic Wealth
Missouri
$593K -$44.7K -1,839 -7%
SIC
537
Sigma Investment Counselors
Michigan
$589K -$8.02K -330 -1%
S
538
SignatureFD
Georgia
$589K +$7.8K +321 +1%
TW
539
Transform Wealth
Colorado
$586K -$12.8K -525 -2%
BCP
540
Blue Chip Partners
Michigan
$584K -$27.2K -1,119 -4%
RRWA
541
Rainey & Randall Wealth Advisors
Florida
$582K +$2.11K +87 +0.4%
SBL
542
Sargent Bickham Lagudis
Colorado
$578K -$1.89M -77,820 -77%
SFM
543
Signet Financial Management
New Jersey
$577K +$30.4K +1,251 +6%
PS
544
Portfolio Solutions
Michigan
$577K +$577K +23,727 New
KCM
545
Kanawha Capital Management
Virginia
$573K +$26.5K +1,092 +5%
TC
546
Trilogy Capital
California
$572K +$572K +23,526 New
ISWM
547
Independent Solutions Wealth Management
New York
$570K -$54.8K -2,256 -9%
MCM
548
Mengis Capital Management
Oregon
$566K +$7.36K +303 +1%
FP
549
Financial Perspectives
Minnesota
$566K +$551K +120,609 +3,672%
SI
550
Stephens Inc
Arkansas
$563K +$563K +23,142 New
20 21
22
23 24