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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 %
AWM
776
Accel Wealth Management
Iowa
$65K +$44K +1,809 +209%
RBC
777
Roble Belko & Company
Pennsylvania
$62K +$14.1K +579 +30%
EP
778
Eudaimonia Partners
Tennessee
$62K +$17.9K +732 +41%
PIP
779
Peachtree Investment Partners
Florida
$61K +$1.95K +81 +3%
TCM
780
TD Capital Management
Tennessee
$60K +$60K +2,487 New
TCWA
781
Ten Capital Wealth Advisors
Washington
$58K – – –
RIM
782
Rockbridge Investment Management
New York
$57K – – –
WT
783
Washington Trust
Rhode Island
$56K – – –
AL
784
ADE LLC
Maryland
$55K – – –
PMFA
785
Plante Moran Financial Advisors
Michigan
$54K +$2.41K +99 +5%
TIM
786
Tortoise Investment Management
New York
$53K +$46.5K +1,914 +717%
WC
787
Westwind Capital
New Mexico
$49K +$20.7K +849 +73%
Deutsche Bank
788
Deutsche Bank
Germany
$45K -$99.8K -4,146 -69%
CCA
789
Column Capital Advisors
Indiana
$44K +$5.87K +240 +15%
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$73 +3 +0.2%
BlackRock
791
BlackRock
New York
$42K +$1.97K +81 +5%
CIR
792
Clear Investment Research
Georgia
$40K +$40K +1,638 New
HIA
793
Harbor Investment Advisory
Maryland
$39K – – –
SCA
794
Stonebridge Capital Advisors
Minnesota
$38K +$38K +1,575 New
WAP
795
Wealthcare Advisory Partners
Pennsylvania
$37K +$37K +1,521 New
GCM
796
Gables Capital Management
Florida
$36K – – –
SJIM
797
St. Johns Investment Management
Florida
$35K +$33.5K +1,371 +2,285%
HFA
798
Hoover Financial Advisors
Pennsylvania
$34K -$15.6K -612 -31%
BCA
799
Berman Capital Advisors
Georgia
$34K +$214 +9 +0.6%
RDFA
800
Ritter Daniher Financial Advisory
Ohio
$33K -$5.49K -225 -14%
30 31
32
33 34