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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.

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 %
CA
51
Capital Advantage
California
$19.7M +$6.17M +290,490 +46%
TWM
52
Tradition Wealth Management
Minnesota
$19.6M +$19.6M +917,574 New
HCM
53
Hengehold Capital Management
Ohio
$19.4M -$362K -16,935 -2%
HighTower Advisors
54
HighTower Advisors
Illinois
$18.9M +$7.72M +360,798 +69%
MAM
55
Madison Asset Management
Wisconsin
$18.5M +$1.94M +90,936 +12%
MAM
56
McCarthy Asset Management
California
$18.1M +$18.1M +845,079 New
AFA
57
AllGen Financial Advisors
Florida
$18.1M +$18.1M +844,311 New
VWA
58
Visionary Wealth Advisors
Illinois
$17.2M +$5.18M +242,328 +43%
CPA
59
Clear Perspective Advisors
Illinois
$16.8M +$733K +34,299 +5%
HB
60
Homrich & Berg
Georgia
$16.7M -$296K -13,854 -2%
MAM
61
Marquette Asset Management
Minnesota
$16.7M +$3.38M +157,929 +25%
RM
62
Resource Management
Louisiana
$16.6M +$1.89M +88,377 +13%
FMT
63
First Mercantile Trust
Tennessee
$16.5M -$2.79M -131,496 -14%
WIC
64
Whitegate Investment Counselors
New Hampshire
$16.2M +$333K +15,570 +2%
UCFA
65
United Capital Financial Advisors
Texas
$16.1M -$1.05M -49,176 -6%
JWM
66
Janiczek Wealth Management
Colorado
$15.9M +$266K +12,426 +2%
PMG
67
ProVise Management Group
Florida
$15.8M -$809K -37,839 -5%
GWM
68
Geneos Wealth Management
Colorado
$15.1M -$314K -12,861 -2%
NA
69
NewEdge Advisors
Louisiana
$14.8M -$271K -12,666 -2%
SFA
70
Souders Financial Advisors
Ohio
$14.7M +$231K +10,812 +2%
OIM
71
Opus Investment Management
Massachusetts
$14.6M – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$14.3M – – –
AAS
73
Avantax Advisory Services
Texas
$13.9M -$1.56M -72,948 -10%
RJA
74
Raymond James & Associates
Florida
$13.5M +$2.47M +115,425 +22%
VDI
75
Vaughan David Investments
Illinois
$13.5M +$940K +43,977 +8%
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