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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 %
AWM
651
Aberdeen Wealth Management
Illinois
$166K +$166K +7,761 New
TCOV
652
Trust Company of Vermont
Vermont
$164K +$164K +7,674 New
CAL
653
Capital Advisors Ltd
Ohio
$159K – – –
WWM
654
Wolff Wiese Magana
California
$145K +$145K +6,798 New
WWM
655
Wagner Wealth Management
South Carolina
$140K +$140K +6,546 New
EW
656
Element Wealth
Mississippi
$138K – – –
FPFS
657
First Personal Financial Services
North Carolina
$137K – – –
PK
658
Pflug Koory
Nebraska
$135K +$8.01K +375 +6%
HFS
659
HBC Financial Services
Washington
$132K – – –
Deutsche Bank
660
Deutsche Bank
Germany
$129K +$60.6K +2,826 +89%
DWMG
661
DB Wealth Management Group
California
$127K +$127K +5,943 New
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$125K – – –
BAMG
663
Brand Asset Management Group
Missouri
$124K – – –
BDWCC
664
B&D White Capital Company
Texas
$118K +$118K +4,101 New
FCA
665
FinTrust Capital Advisors
South Carolina
$116K +$26.7K +1,251 +30%
BFEC
666
Benjamin F. Edwards & Company
Missouri
$114K -$31.5K -1,476 -22%
SSB
667
Sandy Spring Bank
Maryland
$113K -$2.58K -120 -2%
WOC
668
West Oak Capital
California
$108K +$1.16K +54 +1%
WT
669
Whittier Trust
California
$108K +$89.3K +4,173 +478%
William Blair & Company
670
William Blair & Company
Illinois
$107K -$3.85K -180 -3%
GT
671
Glenmede Trust
Pennsylvania
$102K -$163K -7,701 -61%
TC
672
Trust Company
Kansas
$102K +$6.61K +309 +7%
GAM
673
Gemmer Asset Management
California
$101K +$771 +36 +0.8%
FMP
674
Financial Management Professionals
Texas
$98K +$383 +18 +0.4%
FPCG
675
Fort Pitt Capital Group
Pennsylvania
$97K -$141K -6,600 -59%
25 26
27
28 29