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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 %
WIM
776
Westside Investment Management
California
$1 +$1 +87 New
FTUS
777
Flow Traders U.S.
New York
– -$1.58M -85,527 Closed
GCA
778
Genesee Capital Advisors
New York
– -$1.35M -73,404 Closed
Citadel Advisors
779
Citadel Advisors
Florida
– -$1.08M -58,821 Closed
Millennium Management
780
Millennium Management
New York
– -$879 -47,682 Closed
BAM
781
Blueshift Asset Management
New Jersey
– -$777K -42,156 Closed
CAM
782
Concorde Asset Management
Michigan
– -$756K -40,995 Closed
Jane Street
783
Jane Street
New York
– -$699K -37,914 Closed
EWM
784
Empirical Wealth Management
Washington
– -$461K -24,996 Closed
MWM
785
Mission Wealth Management
California
– -$356K -19,311 Closed
PTC
786
Philadelphia Trust Company
Pennsylvania
– -$349K -18,930 Closed
MSS
787
Mitchell Sinkler & Starr
Pennsylvania
– -$296K -16,050 Closed
SAG
788
Spotlight Asset Group
Illinois
– -$281K -15,252 Closed
SPA
789
Sentinel Pension Advisors
Massachusetts
– -$278K -15,081 Closed
JA
790
JVL Associates
Michigan
– -$277K -15,003 Closed
TI
791
tru Independence
Oregon
– -$258K -13,959 Closed
CIC
792
Carnegie Investment Counsel
Ohio
– -$249K -13,482 Closed
FFA
793
First Foundation Advisors
California
– -$246K -13,359 Closed
BB
794
Busey Bank
Illinois
– -$211K -11,460 Closed
HWMG
795
Hurlow Wealth Management Group
Indiana
– -$206K -11,178 Closed
RWB
796
RMR Wealth Builders
New Jersey
– -$204K -11,058 Closed
QC
797
QCM Cayman
Texas
– -$200K -10,869 Closed
LNWWM
798
Laird Norton Wetherby Wealth Management
California
– -$200K -10,842 Closed
MA
799
MUFG Americas
New York
– -$69K -3,723 Closed
VCM
800
Vigilant Capital Management
Maine
– -$38K -2,061 Closed
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