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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 %
Betterment LLC
701
Betterment LLC
New York
$236K -$62.6K -2,574 -21%
AP
702
Appleton Partners
Massachusetts
$236K -$44.8K -1,845 -16%
HNB
703
Huntington National Bank
Ohio
$236K -$25K – –
MFG
704
Magnus Financial Group
New York
$235K -$44.1K -1,812 -16%
GC
705
Grimes & Company
Massachusetts
$235K -$12.6K -519 -5%
ECM
706
Evergreen Capital Management
Washington
$235K +$1.24K +51 +0.5%
DLCIG
707
D.L. Carlson Investment Group
New Hampshire
$232K +$146 +6 +0.1%
NHC
708
Nicholas Hoffman & Company
Georgia
$230K +$230K +9,453 New
EWA
709
Exencial Wealth Advisors
Oklahoma
$229K +$729 +30 +0.3%
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$228K – – –
HFA
711
HC Financial Advisors
California
$226K – – –
TI
712
Trexquant Investment
Connecticut
$226K +$226K +9,300 New
MSS
713
Mitchell Sinkler & Starr
Pennsylvania
$226K +$226K +9,300 New
ODIJL
714
One Day In July LLC
Vermont
$222K +$222K +9,114 New
PCM
715
Palouse Capital Management
Washington
$221K +$221K +9,105 New
PAM
716
Peak Asset Management
Colorado
$219K +$219K +9,000 New
PP
717
PDS Planning
Ohio
$216K +$1.53K +63 +0.7%
RGC
718
Roberts, Glore & Co
Illinois
$215K +$215K +8,835 New
LFAS
719
Level Four Advisory Services
Texas
$212K +$212K +8,712 New
RBCM
720
Raub Brock Capital Management
California
$212K +$212K +8,724 New
FFA
721
Founders Financial Alliance
North Carolina
$211K +$211K +8,313 New
CWM
722
Concentric Wealth Management
California
$211K +$211K +8,673 New
SA
723
Strategic Advisors
New York
$211K +$211K +8,682 New
SFP
724
Strategic Financial Partners
Oregon
$211K +$211K +8,682 New
SBH
725
Segall Bryant & Hamill
Illinois
$208K -$176K -7,215 -46%
27 28
29
30 31