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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 %
SSB
751
Sandy Spring Bank
Maryland
$136K +$8.1K +333 +6%
TC
752
Trust Company
Kansas
$134K +$18K +738 +15%
GT
753
Glenmede Trust
Pennsylvania
$116K – – –
AWA
754
Arkadios Wealth Advisors
Georgia
$113K +$48.7K +2,019 +76%
FMP
755
Financial Management Professionals
Texas
$112K +$436 +18 +0.4%
SBSB
756
Sullivan, Bruyette, Speros & Blaney
Virginia
$112K +$112K +4,599 New
William Blair & Company
757
William Blair & Company
Illinois
$106K -$15.8K -648 -13%
GAM
758
Gemmer Asset Management
California
$101K -$14K -573 -12%
PWMG
759
Prestige Wealth Management Group
New Jersey
$94K -$3.63K -150 -4%
TWA
760
TCI Wealth Advisors
Arizona
$91K +$798 +33 +0.9%
Bank of Montreal
761
Bank of Montreal
Ontario, Canada
$90K – – –
Rockefeller Capital Management
762
Rockefeller Capital Management
New York
$90K +$71.1K +2,925 +376%
BWA
763
BDO Wealth Advisors
Florida
$90K +$90K +3,714 New
BA
764
Ballast Advisors
Minnesota
$87K – – –
PCIA
765
Prime Capital Investment Advisors
Kansas
$85K -$509 -21 -0.6%
FCM
766
Firestone Capital Management
Florida
$85K +$27.8K +1,137 +49%
SQA
767
Simon Quick Advisors
New Jersey
$83K – – –
NFSG
768
Newbridge Financial Services Group
Florida
$79K +$508 +21 +0.6%
HFS
769
Hantz Financial Services
Michigan
$73K +$73K +3,000 New
FF
770
FourThought Financial
Florida
$72K – – –
CAM
771
Costello Asset Management
Pennsylvania
$72K +$53.7K +2,196 +293%
GWSG
772
GPS Wealth Strategies Group
Colorado
$72K +$72K +3,000 New
RWB
773
RMR Wealth Builders
New Jersey
$69K +$69K +2,859 New
OC
774
Oakworth Capital
Alabama
$66K +$44.3K +1,833 +204%
DWP
775
Destiny Wealth Partners
Florida
$65K -$6.8K -282 -9%
29 30
31
32 33