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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 %
IWM
551
IHT Wealth Management
Illinois
$349K +$349K +16,335 New
WP
552
WealthShield Partners
North Carolina
$344K +$63K +2,952 +22%
WFA
553
West Financial Advisors
Iowa
$343K +$343K +16,047 New
VPIM
554
Vanguard Personalized Indexing Management
California
$341K – – –
OF
555
Outfitter Financial
Maine
$339K +$339K +15,840 New
SWMG
556
Sanchez Wealth Management Group
Florida
$338K – – –
SBH
557
Segall Bryant & Hamill
Illinois
$338K +$17.3K +804 +5%
NSAM
558
North Star Asset Management
Wisconsin
$338K +$338K +15,819 New
SNBOSD
559
Security National Bank of So Dak
Iowa
$336K – – –
CAI
560
Capital Advisors Inc
Oklahoma
$336K +$30.9K +1,449 +10%
GLA
561
Good Life Advisors
Pennsylvania
$333K -$2.38K -111 -0.7%
EI
562
Ellevest Inc
New York
$331K +$14.2K +666 +4%
SEP
563
Southland Equity Partners
Missouri
$330K +$330K +15,414 New
GI
564
Gradient Investments
Minnesota
$329K – – –
MGIA
565
Moneta Group Investment Advisors
Missouri
$325K +$14.2K +663 +5%
BAM
566
Barrett Asset Management
New York
$324K – – –
CCA
567
Checchi Capital Advisers
California
$321K – – –
KFGK
568
Keystone Financial Group (Kentucky)
Kentucky
$321K +$57.2K +2,673 +22%
AWA
569
Arete Wealth Advisors
Illinois
$319K +$319K +15,132 New
EIP
570
Ellis Investment Partners
Pennsylvania
$317K +$2.95K +138 +0.9%
SWM
571
Soundmark Wealth Management
Washington
$315K +$315K +14,718 New
IFWM
572
Institute for Wealth Management
Colorado
$314K +$23.3K +1,089 +8%
EWF
573
Epstein & White Financial
California
$305K -$65K -3,036 -18%
LBC
574
Lowe Brockenbrough & Co
Virginia
$302K +$14.4K +672 +5%
HIC
575
Holderness Investments Company
North Carolina
$299K +$641 +30 +0.2%
21 22
23
24 25