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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$12.9M 604,401 -574,791 -49%
SFG
77
Sunburst Financial Group
Alabama
$12.9M 601,740 +56,724 +10%
SIM
78
Stratos Investment Management
Ohio
$12.9M 601,677 +8,208 +1%
Creative Planning
79
Creative Planning
Kansas
$12.6M 589,464 +96,711 +20%
SA
80
Stewardship Advisors
Pennsylvania
$12.5M 586,644 +586,644 New
LA
81
LVW Advisors
New York
$12.5M 585,702 +23,973 +4%
PA
82
Pinnacle Associates
New York
$12.3M 574,374 +147,435 +35%
MAP
83
Milestone Advisory Partners
North Carolina
$11.8M 552,291 -394,119 -42%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$11.8M 549,942 +114,240 +26%
CFO
85
CVA Family Office
Colorado
$11.7M 547,848 +52,467 +11%
UWM
86
USAdvisors Wealth Management
Minnesota
$11.7M 545,295 -58,485 -10%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$11.6M 544,839 +9,432 +2%
CST
88
Charles Schwab Trust
Nevada
$11.6M 544,353 +5,529 +1%
MNG
89
Manning & Napier Group
New York
– – – –
CCM
90
CWH Capital Management
Washington
$11.6M 542,508 +542,508 New
TC
91
TownSquare Capital
Utah
$11.5M 539,334 +380,637 +240%
KBFS
92
Kohmann Bosshard Financial Services
Ohio
$11.4M 511,995 +24,078 +5%
MMA
93
Miracle Mile Advisors
California
$11.3M 526,683 +65,226 +14%
LS
94
Leelyn Smith
Illinois
$10.9M 511,584 +14,742 +3%
FCAS
95
First Command Advisory Services
Texas
$10.8M 505,602 -7,950 -2%
SCP
96
Shorepoint Capital Partners
Massachusetts
$10.7M 499,752 +2,712 +0.5%
ACWM
97
Adams Chetwood Wealth Management
North Carolina
$10.7M 498,744 +29,049 +6%
NFG
98
Northeast Financial Group
Pennsylvania
$10.3M 482,718 +482,718 New
MSFS
99
Main Street Financial Solutions
Pennsylvania
$10.2M 477,603 +477,603 New
FCI
100
Financial Counselors Inc
Kansas
$10M 469,365 +114,642 +32%
2 3
4
5 6