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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 %
WT
601
Whittier Trust
California
$422K +$299K +12,324 +244%
SLA
602
Silver Lake Advisory
Utah
$421K -$26.9K -1,107 -6%
VCM
603
Vigilant Capital Management
Maine
$421K +$421K +17,337 New
RWA
604
River Wealth Advisors
Pennsylvania
$419K – – –
WSTAM
605
Wilbanks Smith & Thomas Asset Management
Virginia
$417K +$656 +27 +0.2%
RG
606
Rikoon Group
New Mexico
$416K – – –
MAS
607
Madden Advisory Services
Florida
$414K +$4.52K +186 +1%
MGIA
608
Moneta Group Investment Advisors
Missouri
$413K +$43.5K +1,791 +12%
ZIM
609
Zacks Investment Management
Illinois
$410K -$244K -10,011 -37%
PAG
610
Pinnacle Advisory Group
Maryland
$410K +$410K +16,884 New
GTAM
611
Global Trust Asset Management
Florida
$406K +$318K +13,092 +364%
GC
612
Gratus Capital
Georgia
$403K +$403K +16,581 New
GGI
613
Godsey & Gibb Inc
Virginia
$401K +$118K +4,839 +41%
CAI
614
Capital Advisors Inc
Oklahoma
$398K +$15.8K +651 +4%
GHA
615
GW Henssler & Associates
Georgia
$392K -$38.2K -1,569 -9%
EIP
616
Ellis Investment Partners
Pennsylvania
$391K +$30.1K +1,239 +8%
PCA
617
Personal Capital Advisors
California
$390K +$84.2K +3,465 +28%
VPIM
618
Vanguard Personalized Indexing Management
California
$388K – – –
SWMG
619
Sanchez Wealth Management Group
Florida
$385K – – –
SNBOSD
620
Security National Bank of So Dak
Iowa
$381K – – –
IFWM
621
Institute for Wealth Management
Colorado
$381K +$23.8K +978 +7%
Barclays
622
Barclays
United Kingdom
$379K +$379K +15,594 New
EI
623
Ellevest Inc
New York
$378K +$1.6K +66 +0.4%
SEP
624
Southland Equity Partners
Missouri
$372K -$2.33K -96 -0.6%
AWA
625
Arete Wealth Advisors
Illinois
$370K +$2.19K +90 +0.6%
23 24
25
26 27