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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 %
AIP
576
Almanack Investment Partners
Pennsylvania
$298K -$9.2M -429,570 -97%
SWA
577
Sutton Wealth Advisors
Florida
$297K – – –
AW
578
ACG Wealth
Georgia
$297K +$297K +13,890 New
RZH
579
Relyea Zuckerberg Hanson
Connecticut
$297K +$297K +13,902 New
AWM
580
Aprio Wealth Management
Georgia
$292K -$260K -12,135 -47%
OWP
581
Obermeyer Wealth Partners
Colorado
$287K – – –
FM
582
Foster & Motley
Ohio
$284K +$19.9K +930 +8%
EVM
583
Eaton Vance Management
Massachusetts
$283K +$21.9K +1,026 +8%
CG
584
Cutler Group
California
$282K +$282K +13,200 New
AFAS
585
Acorn Financial Advisory Services
Virginia
$279K – – –
JCM
586
Jacobi Capital Management
Pennsylvania
$279K +$40.7K +1,908 +17%
PTC
587
Private Trust Company
Ohio
$277K -$296K -13,899 -52%
MHR
588
Matthew Hamilton Rosenberg
$277K +$78.6K +3,681 +40%
HWA
589
Heritage Wealth Advisors
Virginia
$272K – – –
JIC
590
Joel Isaacson & Co
New York
$272K +$272K +12,729 New
DP
591
DDD Partners
Washington
$270K -$61.2K -2,862 -18%
HTC
592
Haverford Trust Company
Pennsylvania
$269K -$30K -1,401 -10%
PCA
593
Personal Capital Advisors
California
$269K +$269K +12,585 New
TC
594
Tatro Capital
Kentucky
$268K +$268K +12,513 New
PP
595
Patten & Patten
Tennessee
$266K -$208K -9,720 -44%
RCM
596
Rain Capital Management
Oregon
$266K -$7.64K -357 -3%
CHJWM
597
Carlton Hofferkamp & Jenks Wealth Management
Texas
$266K -$531 -24 -0.2%
CA
598
Calton & Associates
Florida
$265K +$265K +12,396 New
LWA
599
LWS Wealth Advisors
New Jersey
$263K +$7.56K +354 +3%
Betterment LLC
600
Betterment LLC
New York
$263K +$21.6K +1,011 +9%
22 23
24
25 26