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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 %
FCB
851
First Command Bank
Texas
$1K +$1K +45 New
FCFS
852
First Command Financial Services
Texas
$1K +$1K +45 New
WIM
853
Westside Investment Management
California
$2 – – –
SS
854
Simplicity Solutions
Minnesota
– -$41.2M -1,924,875 Closed
Qube Research & Technologies (QRT)
855
Qube Research & Technologies (QRT)
United Kingdom
– -$12.9M -604,401 Closed
MCA
856
Magnolia Capital Advisors
Mississippi
– -$5.01M -234,183 Closed
LWM
857
Laidlaw Wealth Management
New York
– -$1.65M -77,022 Closed
SP
858
SWS Partners
Ohio
– -$993K -46,443 Closed
BWP
859
Bernardo Wealth Planning
Pennsylvania
– -$524K -24,540 Closed
DWM
860
Destination Wealth Management
California
– -$397K -18,576 Closed
GAG
861
GM Advisory Group
New York
– -$379K -17,718 Closed
Renaissance Technologies
862
Renaissance Technologies
New York
– -$359K -16,800 Closed
CG
863
Cutler Group
California
– -$282K -13,200 Closed
AFAS
864
Acorn Financial Advisory Services
Virginia
– -$279K -13,056 Closed
BF
865
BOK Financial
Oklahoma
– -$218K -10,215 Closed
MC
866
Miramar Capital
Illinois
– -$224K -10,059 Closed
ABC
867
Associated Banc-Corp
Wisconsin
– -$210K -9,840 Closed
IA
868
Inspire Advisors
Idaho
– -$197K -9,210 Closed
FPCG
869
Fort Pitt Capital Group
Pennsylvania
– -$97K -4,536 Closed
BDWCC
870
B&D White Capital Company
Texas
– -$118K -4,101 Closed
SIAG
871
Safeguard Investment Advisory Group
California
– -$85K -4,017 Closed
BSSFA
872
Baron Silver Stevens Financial Advisors
Florida
– -$65K -3,057 Closed
HPC
873
HM Payson & Co
Maine
– -$39K -1,842 Closed
ICP
874
Interchange Capital Partners
Pennsylvania
– -$25K -1,197 Closed
SFG
875
Sowa Financial Group
Rhode Island
– -$19K -867 Closed
32 33 34
35
36