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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 %
PS
626
Planned Solutions
California
$224K +$8.38K +393 +4%
MC
627
Miramar Capital
Illinois
$224K +$224K +10,059 New
WCA
628
Westover Capital Advisors
Delaware
$224K +$224K +10,464 New
MWA
629
Meridian Wealth Advisors
Texas
$224K +$224K +10,473 New
HCIA
630
Hochman Cole Investment Advisors
Illinois
$224K +$224K +10,497 New
GC
631
Grimes & Company
Massachusetts
$218K +$218K +10,173 New
BF
632
BOK Financial
Oklahoma
$218K +$218K +10,215 New
DT
633
Diversified Trust
Tennessee
$213K +$213K +9,939 New
AFG
634
Arkansas Financial Group
Arkansas
$213K +$213K +9,978 New
IWA
635
Intercontinental Wealth Advisors
Texas
$212K +$212K +9,900 New
FG
636
Foster Group
Iowa
$211K +$211K +9,897 New
ABC
637
Associated Banc-Corp
Wisconsin
$210K +$16.6K +780 +9%
TF
638
Trek Financial
Arizona
$210K +$210K +9,840 New
ECM
639
Evergreen Capital Management
Washington
$205K +$205K +9,609 New
DLCIG
640
D.L. Carlson Investment Group
New Hampshire
$204K +$204K +9,558 New
B
641
Bailard
California
$203K +$203K +9,510 New
LWANC
642
Laurel Wealth Advisors (North Carolina)
North Carolina
$201K -$5.52K -258 -3%
EWA
643
Exencial Wealth Advisors
Oklahoma
$201K +$201K +9,393 New
HFA
644
HC Financial Advisors
California
$199K +$199K +9,300 New
IA
645
Inspire Advisors
Idaho
$197K +$197K +9,210 New
SIM
646
Sonora Investment Management
Arizona
$194K +$141K +6,588 +266%
PP
647
PDS Planning
Ohio
$188K +$1.73K +81 +0.9%
PCFFS
648
Pacific Center for Financial Services
California
$178K +$178K +8,331 New
SFC
649
SYM Financial Corp
Indiana
$168K +$168K +7,860 New
LWA
650
Lenox Wealth Advisors
New York
$167K +$5.19K +243 +3%
24 25
26
27 28