SCHD icon

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 %
LAS
701
Lloyd Advisory Services
Georgia
$45K +$44.8K +2,088 +23,200%
HFA
702
Hoover Financial Advisors
Pennsylvania
$43K -$35.1K -1,590 -45%
RBC
703
Roble Belko & Company
Pennsylvania
$42K – – –
HPC
704
HM Payson & Co
Maine
$39K – – –
AA
705
Addison Advisors
Vermont
$39K +$39K +1,845 New
EP
706
Eudaimonia Partners
Tennessee
$38K – – –
MF
707
Manchester Financial
California
$38K +$1.27K +60 +3%
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$37K +1,716 New
BlackRock
709
BlackRock
New York
$35K -$639 -30 -2%
HIA
710
Harbor Investment Advisory
Maryland
$34K – – –
RDFA
711
Ritter Daniher Financial Advisory
Ohio
$34K +$34K +1,578 New
CCA
712
Column Capital Advisors
Indiana
$33K +$635 +30 +2%
GCM
713
Gables Capital Management
Florida
$32K – – –
BCA
714
Berman Capital Advisors
Georgia
$30K +$317 +15 +1%
LGWM
715
Litman Gregory Wealth Management
California
$29K +$29K +1,350 New
RFA
716
Reilly Financial Advisors
California
$27K +$27K +1,275 New
CFFP
717
Center for Financial Planning
Michigan
$26K – – –
HNB
718
Huntington National Bank
Ohio
$25K -$33K – –
TFA
719
Toth Financial Advisory
Virginia
$25K – – –
WC
720
Westwind Capital
New Mexico
$25K – – –
AW
721
Avion Wealth
Texas
$25K – – –
ICP
722
Interchange Capital Partners
Pennsylvania
$25K +$25K +1,197 New
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
ACA
724
Aptus Capital Advisors
Alabama
$22K +$64 +3 +0.3%
AWG
725
Altus Wealth Group
Colorado
$20K +$20K +918 New
27 28
29
30 31