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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 %
CB
801
Community Bank
New York
$32K +$32K +1,299 New
PWM
802
Prentice Wealth Management
New York
$31K +$31K +1,260 New
Kayne Anderson Rudnick Investment Management
803
Kayne Anderson Rudnick Investment Management
California
$31K +$31K +1,281 New
CFFP
804
Center for Financial Planning
Michigan
$29K – – –
FMII
805
Farmers & Merchants Investments Inc
Nebraska
$29K +$2.02K +84 +7%
AA
806
AlphaMark Advisors
Kentucky
$29K +$18.1K +750 +167%
TFA
807
Toth Financial Advisory
Virginia
$28K -$144 -6 -0.5%
AW
808
Avion Wealth
Texas
$28K – – –
SFPG
809
Stonebridge Financial Planning Group
Florida
$26K +$26K +1,062 New
MFT
810
Moisand Fitzgerald Tamayo
Florida
$25K +$6.03K +252 +32%
SIM
811
Sonora Investment Management
Arizona
$24K -$199K -8,088 -89%
ACA
812
Aptus Capital Advisors
Alabama
$24K -$645 -27 -3%
AWG
813
Altus Wealth Group
Colorado
$23K – – –
OIA
814
Optimum Investment Advisors
Illinois
$20K +$74 +3 +0.4%
FP
815
Fiduciary Planning
Florida
$20K +$20K +810 New
SFP
816
Sterling Financial Planning
New Jersey
$19K +$73 +3 +0.4%
APWM
817
Atlas Private Wealth Management
New York
$18K – – –
MF
818
Manchester Financial
California
$17K -$27.3K -1,107 -62%
LFG
819
Larson Financial Group
Missouri
$17K – – –
1IA
820
1834 Investment Advisors
Wisconsin
$17K – – –
JGIA
821
Jackson Grant Investment Advisers
Connecticut
$16K +$147 +6 +0.9%
RIA
822
RPG Investment Advisory
California
$10K – – –
FA
823
Faithward Advisors
Pennsylvania
$10K +$10K +417 New
AIP
824
Ameritas Investment Partners
Nebraska
$7K -$700 -30 -9%
IFAM
825
Institutional & Family Asset Management
Colorado
$7K – – –
31 32
33
34 35