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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 %
DC
626
Davenport & Co
Virginia
$369K +$369K +15,168 New
BAM
627
Barrett Asset Management
New York
$368K – – –
SWM
628
Soundmark Wealth Management
Washington
$366K +$7.88K +324 +2%
CCA
629
Checchi Capital Advisers
California
$365K – – –
KFGK
630
Keystone Financial Group (Kentucky)
Kentucky
$364K +$73 +3 +0%
SFA
631
Seneca Financial Advisors
New York
$363K -$113K -4,653 -24%
IWP
632
Insight Wealth Partners
Texas
$358K +$358K +14,730 New
IIC
633
Ironwood Investment Counsel
Arizona
$354K -$74.9K -3,087 -17%
WFA
634
West Financial Advisors
Iowa
$354K -$35.9K -1,476 -9%
FSA
635
Financial Sense Advisors
California
$349K -$66.2K -2,724 -16%
LBC
636
Lowe Brockenbrough & Co
Virginia
$349K +$5.54K +228 +2%
EWF
637
Epstein & White Financial
California
$347K +$73 +3 +0%
HIC
638
Holderness Investments Company
North Carolina
$340K – – –
AW
639
ACG Wealth
Georgia
$339K +$1.1K +45 +0.3%
SWA
640
Sutton Wealth Advisors
Florida
$338K – – –
SAM
641
Synergy Asset Management
Washington
$334K +$334K +13,752 New
KFI
642
Key Financial Inc
Pennsylvania
$331K +$316K +13,005 +2,178%
JCM
643
Jacobi Capital Management
Pennsylvania
$327K +$8.91K +366 +3%
OWP
644
Obermeyer Wealth Partners
Colorado
$326K – – –
PTC
645
Private Trust Company
Ohio
$315K – – –
MHR
646
Matthew Hamilton Rosenberg
$315K – – –
FM
647
Foster & Motley
Ohio
$313K -$10.5K -432 -3%
JIC
648
Joel Isaacson & Co
New York
$310K +$1.02K +42 +0.3%
BDFN
649
Bond & Devick Financial Network
Minnesota
$310K +$29.4K +1,212 +10%
AFG
650
Alterity Financial Group
Maine
$310K +$310K +11,793 New
24 25
26
27 28