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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.

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 %
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$25.8M -$1.12M -46,140 -4%
RM
52
Resource Management
Louisiana
$24.7M +$5.81M +239,076 +31%
RCA
53
Reitz Capital Advisors
Michigan
$24.6M +$2.02M +82,983 +9%
IAN
54
Integrated Advisors Network
Texas
$24.6M +$15.7M +645,522 +175%
VA
55
Valmark Advisers
Ohio
$23.6M -$465K -19,122 -2%
TWM
56
Tradition Wealth Management
Minnesota
$23.6M +$1.32M +54,240 +6%
CA
57
Capital Advantage
California
$22.7M +$169K +6,948 +0.8%
SFA
58
Souders Financial Advisors
Ohio
$22.4M +$5.67M +233,283 +34%
HCM
59
Hengehold Capital Management
Ohio
$22M -$47.5K -1,953 -0.2%
MAM
60
McCarthy Asset Management
California
$21.1M +$589K +24,222 +3%
MAM
61
Marquette Asset Management
Minnesota
$20.3M +$1.37M +56,451 +7%
AFA
62
AllGen Financial Advisors
Florida
$20.2M -$320K -13,158 -2%
Charles Schwab
63
Charles Schwab
California
$20M +$20M +823,932 New
SA
64
Stewardship Advisors
Pennsylvania
$19.8M +$5.56M +228,627 +39%
AAS
65
Avantax Advisory Services
Texas
$19.6M +$3.88M +159,753 +25%
RC
66
Rinet Company
Massachusetts
$19.5M +$19.5M +800,172 New
CPA
67
Clear Perspective Advisors
Illinois
$19.4M +$352K +14,481 +2%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$19.4M +$12.4M +510,636 +177%
HB
69
Homrich & Berg
Georgia
$19M -$7.88K -324 -0%
WIC
70
Whitegate Investment Counselors
New Hampshire
$18.5M +$5.62K +231 +0%
UCFA
71
United Capital Financial Advisors
Texas
$18.1M -$224K -9,207 -1%
VWA
72
Visionary Wealth Advisors
Illinois
$17.8M -$1.85M -76,215 -9%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$17.5M +$4.25M +175,011 +32%
PMG
74
ProVise Management Group
Florida
$17.1M -$830K -34,131 -5%
PA
75
Pinnacle Associates
New York
$17.1M +$3.17M +130,356 +23%
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3
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