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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.

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 Market Value Shares Shares
Change 		Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$17.1M 702,291 +72,078 +11%
CT
77
Cambridge Trust
Massachusetts
$17M 701,283 +701,283 New
FMT
78
First Mercantile Trust
Tennessee
$17M 697,803 -80,946 -10%
NDSI
79
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M 692,742 -6,180,330 -90%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$16.8M 691,068 +179,073 +35%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$16.8M 691,092 +411,900 +148%
OIM
82
Opus Investment Management
Massachusetts
$16.6M 682,500 – –
NA
83
NewEdge Advisors
Louisiana
$16.5M 679,155 -12,333 -2%
SFG
84
Sunburst Financial Group
Alabama
$16.2M 666,171 +64,431 +11%
MSFS
85
Main Street Financial Solutions
Pennsylvania
$16.1M 664,071 +186,468 +39%
DIP
86
DT Investment Partners
Pennsylvania
$16.1M 661,755 +661,755 New
KAS
87
Kestra Advisory Services
Texas
$15.8M 651,303 -625,176 -49%
FANJ
88
Financial Architects (New Jersey)
New Jersey
$15.7M 645,807 +95,865 +17%
FCI
89
Financial Counselors Inc
Kansas
$15.2M 623,733 +154,368 +33%
MNG
90
Manning & Napier Group
New York
– – – –
GWM
91
Geneos Wealth Management
Colorado
$14.8M 593,715 -25,620 -4%
MAP
92
Milestone Advisory Partners
North Carolina
$14.7M 605,406 +53,115 +10%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$14.3M 567,843 – –
LA
94
LVW Advisors
New York
$14.2M 583,137 -2,565 -0.4%
Creative Planning
95
Creative Planning
Kansas
$13.8M 568,884 -20,580 -3%
MMA
96
Miracle Mile Advisors
California
$13.7M 561,852 +35,169 +7%
LS
97
Leelyn Smith
Illinois
$13.3M 545,247 +33,663 +7%
JIC
98
JRM Investment Counsel
Nebraska
$13.2M 543,621 +543,621 New
SIM
99
Stratos Investment Management
Ohio
$13.1M 540,234 -61,443 -10%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
– – -10,761 Closed
2 3
4
5 6