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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 %
WP
551
WMS Partners
Maryland
$562K -$3.79K -156 -0.7%
TPWA
552
TRUE Private Wealth Advisors
Oregon
$559K -$25.3K -1,041 -4%
JG
553
Jefferies Group
New York
$550K – – –
WCM
554
Windham Capital Management
Massachusetts
$547K – – –
KWM
555
Kingsview Wealth Management
Oregon
$546K -$18.1K -738 -3%
HIM
556
HawsGoodwin Investment Management
Tennessee
$542K -$6.2K -255 -1%
FFC
557
First Financial Corp
Indiana
$539K +$109K +4,500 +25%
CCA
558
Cobblestone Capital Advisors
New York
$537K -$365 -15 -0.1%
AA
559
Ancora Advisors
Ohio
$536K +$584 +24 +0.1%
NSAM
560
North Star Asset Management
Wisconsin
$528K +$144K +5,910 +37%
IA
561
IFG Advisory
Georgia
$516K -$55.3K -2,280 -10%
WCM
562
Whitener Capital Management
North Carolina
$516K +$25.3K +1,041 +5%
CWA
563
Core Wealth Advisors
Florida
$514K -$1.83M -75,285 -78%
EWM
564
EPG Wealth Management
Georgia
$514K +$875 +36 +0.2%
GI
565
Gradient Investments
Minnesota
$513K +$78.7K +3,234 +18%
SAM
566
SignalPoint Asset Management
Missouri
$512K -$583 -24 -0.1%
WCM
567
Weik Capital Management
Pennsylvania
$507K +$92.3K +3,795 +22%
NFC
568
Northeast Financial Consultants
Connecticut
$505K +$1.46K +60 +0.3%
FHA
569
Flagship Harbor Advisors
Massachusetts
$505K +$58.7K +2,415 +13%
RP
570
Rowlandmiller & Partners
Georgia
$505K – – –
RI
571
Ridgewood Investments
New Jersey
$497K +$497K +20,466 New
BFC
572
Bedel Financial Consulting
Indiana
$490K -$10.1K -414 -2%
CAMG
573
CWA Asset Management Group
Florida
$490K +$3.06K +126 +0.6%
Squarepoint
574
Squarepoint
New York
$489K +$489K +20,100 New
RWRC
575
R.W. Roge & Company
New York
$484K -$4.59K -189 -0.9%
21 22
23
24 25