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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 %
HWA
651
Heritage Wealth Advisors
Virginia
$309K – – –
WKWM
652
Walter & Keenan Wealth Management
Indiana
$308K +$308K +12,675 New
DAM
653
Delta Asset Management
Tennessee
$305K +$27.3K +1,122 +10%
HTC
654
Haverford Trust Company
Pennsylvania
$304K -$1.38K -57 -0.5%
RCM
655
Rain Capital Management
Oregon
$304K +$2.04K +84 +0.7%
EVM
656
Eaton Vance Management
Massachusetts
$302K -$20.1K -825 -6%
LRPA
657
L. Roy Papp & Associates
Arizona
$301K -$198K -8,148 -40%
AIC
658
Argus Investors Counsel
New York
$299K +$299K +12,285 New
FFS
659
Founders Financial Securities
Maryland
$299K +$299K +12,300 New
FHA
660
First Horizon Advisors
Tennessee
$298K +$5.68K +234 +2%
LWA
661
LWS Wealth Advisors
New Jersey
$294K -$5.4K -222 -2%
CWM
662
Collaborative Wealth Management
Florida
$294K +$294K +11,199 New
FHC
663
First Heartland Consultants
Missouri
$290K -$729 -30 -0.3%
SC
664
Savant Capital
Illinois
$288K – – –
RZH
665
Relyea Zuckerberg Hanson
Connecticut
$287K -$59.9K -2,400 -17%
CWM
666
Cornerstone Wealth Management
Missouri
$287K +$7.06K +291 +3%
PP
667
Patten & Patten
Tennessee
$284K -$18.2K -750 -6%
OFG
668
Omega Financial Group
California
$284K +$1.53K +63 +0.5%
NSIM
669
North Star Investment Management
Illinois
$276K -$12.1K -498 -4%
CG
670
Corundum Group
Colorado
$273K – – –
AA
671
Auxano Advisors
Washington
$273K +$273K +11,235 New
RRC
672
Relaxing Retirement Coach
Massachusetts
$272K – – –
AFA
673
American Financial Advisors
Georgia
$271K +$949 +39 +0.4%
CHJWM
674
Carlton Hofferkamp & Jenks Wealth Management
Texas
$270K -$29.9K -1,200 -10%
PFM
675
Parsec Financial Management
North Carolina
$270K -$3.43K -141 -1%
25 26
27
28 29