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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 %
AP
676
Adero Partners
California
$270K – – –
BBA
677
BLB&B Advisors
Pennsylvania
$269K – – –
TNB
678
TCF National Bank
South Dakota
$269K +$729 +30 +0.3%
SP
679
Successful Portfolios
Florida
$268K -$21K -864 -7%
AFS
680
Annapolis Financial Services
Maryland
$268K – – –
PA
681
Perennial Advisors
New York
$265K +$265K +10,887 New
1SB
682
1ST Source Bank
Indiana
$264K +$264K +10,875 New
WCA
683
Westover Capital Advisors
Delaware
$263K +$8.82K +363 +3%
BA
684
Bridge Advisory
California
$262K +$219 +9 +0.1%
DI
685
Disciplined Investments
Oklahoma
$261K +$1.82K +75 +0.7%
CAL
686
Capital Advisors Ltd
Ohio
$261K +$80.2K +3,300 +44%
HAC
687
Harbor Advisory Corp
New Hampshire
$261K +$261K +10,737 New
PS
688
Planned Solutions
California
$258K +$2.77K +114 +1%
SWA
689
Stratos Wealth Advisors
Ohio
$258K +$258K +10,623 New
HCIA
690
Hochman Cole Investment Advisors
Illinois
$257K +$1.82K +75 +0.7%
RCA
691
Resonant Capital Advisors
Wisconsin
$256K +$256K +10,515 New
CC
692
Cadinha & Co
Hawaii
$255K -$2.91K -120 -1%
MWA
693
Meridian Wealth Advisors
Texas
$255K – – –
AFG
694
Arkansas Financial Group
Arkansas
$243K – – –
DT
695
Diversified Trust
Tennessee
$243K +$1.68K +69 +0.7%
GW
696
GW & Wade
Massachusetts
$243K +$243K +9,987 New
IWA
697
Intercontinental Wealth Advisors
Texas
$241K – – –
FG
698
Foster Group
Iowa
$241K – – –
PA
699
Probity Advisors
Texas
$241K +$241K +9,918 New
NP
700
NorthRock Partners
Minnesota
$240K +$240K +9,867 New
26 27
28
29 30