SCHD icon

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 %
FHA
601
First Horizon Advisors
Tennessee
$258K – – –
FHC
602
First Heartland Consultants
Missouri
$256K +$23.5K +1,098 +10%
SP
603
Successful Portfolios
Florida
$254K -$109K -5,082 -30%
SC
604
Savant Capital
Illinois
$254K +$254K +11,868 New
NSIM
605
North Star Investment Management
Illinois
$253K +$253K +11,838 New
PWM
606
Perigon Wealth Management
California
$251K +$251K +11,733 New
GGI
607
Godsey & Gibb Inc
Virginia
$250K +$250K +11,673 New
OFG
608
Omega Financial Group
California
$248K +$1.8K +84 +0.7%
AP
609
Appleton Partners
Massachusetts
$247K -$63.1K -2,955 -20%
CWM
610
Cornerstone Wealth Management
Missouri
$247K +$7.58K +354 +3%
BDFN
611
Bond & Devick Financial Network
Minnesota
$247K +$247K +11,556 New
MFG
612
Magnus Financial Group
New York
$245K +$245K +11,463 New
DAM
613
Delta Asset Management
Tennessee
$244K -$128 -6 -0.1%
PFM
614
Parsec Financial Management
North Carolina
$241K -$7.65K -357 -3%
CG
615
Corundum Group
Colorado
$240K – – –
RRC
616
Relaxing Retirement Coach
Massachusetts
$239K -$239K -11,196 -50%
AP
617
Adero Partners
California
$237K – – –
BBA
618
BLB&B Advisors
Pennsylvania
$237K – – –
AFA
619
American Financial Advisors
Georgia
$237K +$4.23K +198 +2%
TNB
620
TCF National Bank
South Dakota
$236K -$4.81K -225 -2%
AFS
621
Annapolis Financial Services
Maryland
$236K +$236K +11,025 New
MCM
622
MAI Capital Management
Ohio
$236K +$236K +11,037 New
BA
623
Bridge Advisory
California
$230K +$230K +10,752 New
DI
624
Disciplined Investments
Oklahoma
$228K +$2.12K +99 +0.9%
CC
625
Cadinha & Co
Hawaii
$227K +$227K +10,620 New
23 24
25
26 27