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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.

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 %
LB
751
Legacy Bridge
Iowa
$6K – – –
QI
752
QS Investors
New York
$6K +$6K +282 New
BA
753
Bellwether Advisors
Nebraska
$6K +$6K +294 New
WFA
754
WestHill Financial Advisors
California
$6K +$6K +300 New
CA
755
Clearstead Advisors
Ohio
$6K +$6K +300 New
IWP
756
IAG Wealth Partners
Wisconsin
$5K – – –
MA
757
MCF Advisors
Kentucky
$5K – – –
HWA
758
HCR Wealth Advisors
California
$4K -$18K -810 -82%
EWM
759
Edge Wealth Management
New York
$4K -$3.08K -150 -43%
CP
760
Corbenic Partners
Pennsylvania
$4K – – –
SIS
761
Sound Income Strategies
Florida
$4K – – –
BWP
762
Baldwin Wealth Partners
Massachusetts
$3K – – –
DOA
763
D'Orazio & Associates
Virginia
$3K – – –
TFM
764
TFC Financial Management
Massachusetts
$3K – – –
PO
765
Private Ocean
California
$3K +$59 +3 +2%
TRCT
766
Tower Research Capital (TRC)
New York
$2K -$1.5M -83,232 -100%
JWA
767
JFS Wealth Advisors
Pennsylvania
$2K – – –
DTIM
768
Danda Trouve Investment Management
Kansas
$2K – – –
PFA
769
Professional Financial Advisors
Nebraska
$2K +$2K +75 New
NC
770
NewSquare Capital
Pennsylvania
$1K – – –
SJIM
771
St. Johns Investment Management
Florida
$1K +$100 +6 +11%
CWM
772
Curi Wealth Management
North Carolina
$1K +$1K +57 New
IA
773
IFS Advisors
Kansas
$1K +$1K +75 New
FCH
774
Freestone Capital Holdings
Washington
$977 +$586 +27 +150%
WOSD
775
WFA of San Diego
California
$64 – -297 -0.5%
29 30
31
32 33