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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 %
GAM
576
Grandview Asset Management
Pennsylvania
$482K +$65.8K +2,709 +16%
PWM
577
Perigon Wealth Management
California
$480K +$195K +8,004 +68%
VFA
578
Valeo Financial Advisors
Indiana
$476K +$4.59K +189 +1%
SS
579
Sunbelt Securities
Texas
$475K +$1.31K +54 +0.3%
TF
580
Trek Financial
Arizona
$474K +$235K +9,642 +98%
AWM
581
Avior Wealth Management
Nebraska
$470K -$184K -7,596 -28%
CAAS
582
Capital Asset Advisory Services
Michigan
$465K -$1.02K -42 -0.2%
MHS
583
M Holdings Securities
Oregon
$463K +$463K +19,041 New
SBIA
584
Sheaff Brock Investment Advisors
Indiana
$457K +$2.62K +108 +0.6%
GLA
585
Good Life Advisors
Pennsylvania
$454K +$75.6K +3,108 +20%
CA
586
Calton & Associates
Florida
$453K +$152K +6,243 +50%
SL
587
Salomon & Ludwin
Virginia
$452K – – –
OPS
588
Orion Portfolio Solutions
Nebraska
$451K +$451K +18,552 New
SHWM
589
Silicon Hills Wealth Management
Texas
$447K -$21.8K -897 -5%
SPA
590
Sentinel Pension Advisors
Massachusetts
$446K +$446K +23,952 New
TWM
591
Triton Wealth Management
Arizona
$445K -$17K -684 -4%
AC
592
Alley Company
Illinois
$445K +$3.06K +126 +0.7%
MFG
593
Merit Financial Group
Georgia
$444K +$444K +18,279 New
QAM
594
QCI Asset Management
New York
$438K -$146K -6,000 -25%
GVAG
595
Great Valley Advisor Group
Delaware
$437K -$125K -5,148 -22%
CCP
596
Clarkston Capital Partners
Michigan
$437K +$7.8K +321 +2%
OCG
597
Opus Capital Group
Ohio
$433K +$2.55K +105 +0.6%
LAIC
598
Lederer & Associates Investment Counsel
California
$429K -$33.5K -1,377 -7%
EWM
599
Empirical Wealth Management
Washington
$426K +$426K +17,532 New
FWM
600
FFT Wealth Management
Pennsylvania
$424K – – –
22 23
24
25 26