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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 %
IFAM
826
Institutional & Family Asset Management
Colorado
$7K – – –
LB
827
Legacy Bridge
Iowa
$7K – – –
WFA
828
WestHill Financial Advisors
California
$7K – – –
BA
829
Bellwether Advisors
Nebraska
$7K – – –
BWL
830
Bogart Wealth LLC
Virginia
$6K -$48.6K -1,920 -89%
NG
831
NWK Group
California
$6K – – –
MA
832
MCF Advisors
Kentucky
$6K – – –
EWM
833
Edge Wealth Management
New York
$5K – – –
IWP
834
IAG Wealth Partners
Wisconsin
$5K – – –
CTB
835
Country Trust Bank
Illinois
$5K +$5K +195 New
RPCA
836
Running Point Capital Advisors
California
$5K +$5K +225 New
SIS
837
Sound Income Strategies
Florida
$4.67K – – –
MA
838
MBA Advisors
Pennsylvania
$4.56K +$4.56K +187,647 New
HR
839
Howe & Rusling
New York
$4K -$13.3K -597 -77%
PO
840
Private Ocean
California
$4K – – –
BWP
841
Baldwin Wealth Partners
Massachusetts
$4K – – –
DOA
842
D'Orazio & Associates
Virginia
$3K – – –
TFM
843
TFC Financial Management
Massachusetts
$3K – – –
RCM
844
Regency Capital Management
Hawaii
$3K +$3K +120 New
JWA
845
JFS Wealth Advisors
Pennsylvania
$2K – – –
HFS
846
Horizon Financial Services
North Carolina
$2K +$2K +93 New
LAS
847
Lloyd Advisory Services
Georgia
$1K -$62.5K -2,064 -98%
DTIM
848
Danda Trouve Investment Management
Kansas
$1K -$800 -36 -44%
NC
849
NewSquare Capital
Pennsylvania
$1K – – –
OFG
850
Oxford Financial Group
Indiana
$1K +$125 +3 +14%
32 33
34
35 36