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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 %
PA
676
Parallel Advisors
California
$93K +$4.18K +195 +5%
PWMG
677
Prestige Wealth Management Group
New Jersey
$86K – – –
SIAG
678
Safeguard Investment Advisory Group
California
$85K +$85K +4,017 New
Bank of Montreal
679
Bank of Montreal
Ontario, Canada
$81K – – –
TWA
680
TCI Wealth Advisors
Arizona
$80K +$772 +36 +1%
GTAM
681
Global Trust Asset Management
Florida
$77K +$77K +3,600 New
CWA
682
Clearview Wealth Advisors
Oregon
$77K +$77K +3,612 New
BA
683
Ballast Advisors
Minnesota
$76K – – –
PCIA
684
Prime Capital Investment Advisors
Kansas
$75K +$16.4K +771 +28%
SQA
685
Simon Quick Advisors
New Jersey
$73K – – –
FP
686
Financial Perspectives
Minnesota
$70.2K +$37.5K +1,752 +114%
NFSG
687
Newbridge Financial Services Group
Florida
$69K +$255 +12 +0.4%
BSSFA
688
Baron Silver Stevens Financial Advisors
Florida
$65K +$65K +3,057 New
DWP
689
Destiny Wealth Partners
Florida
$64K +$64K +2,976 New
FF
690
FourThought Financial
Florida
$64K +$64K +3,000 New
WEC
691
Winslow Evans & Crocker
Massachusetts
$63K +$6.33K +300 +11%
AWA
692
Arkadios Wealth Advisors
Georgia
$56K +$442 +21 +0.8%
PIP
693
Peachtree Investment Partners
Florida
$52K +$382 +18 +0.7%
TCWA
694
Ten Capital Wealth Advisors
Washington
$51K +$51K +2,391 New
RIM
695
Rockbridge Investment Management
New York
$50K – – –
FCM
696
Firestone Capital Management
Florida
$50K +$50K +2,340 New
WT
697
Washington Trust
Rhode Island
$49K – – –
AL
698
ADE LLC
Maryland
$49K +$49K +2,271 New
BWL
699
Bogart Wealth LLC
Virginia
$46K +$3.39K +159 +8%
PMFA
700
Plante Moran Financial Advisors
Michigan
$45K +$4.7K +222 +12%
26 27
28
29 30