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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 %
AF
101
Advisornet Financial
Minnesota
$9.82M 459,120 +23,487 +5%
AWA
102
Acorn Wealth Advisors
Michigan
$9.8M 458,124 -12,207 -3%
FNC
103
First National Corp
Massachusetts
$9.79M 457,935 -8,985 -2%
CWC
104
Carolinas Wealth Consulting
North Carolina
$9.56M 447,090 +51,627 +13%
ICM
105
Islay Capital Management
Texas
$9.43M 441,057 -1,953 -0.4%
BWM
106
BCS Wealth Management
Tennessee
$9.28M 433,800 +1,224 +0.3%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$9.13M 426,990 -138 -0%
DP
108
Denver PWM
Colorado
$9.01M 427,665 +113,550 +36%
WAG
109
Winthrop Advisory Group
Massachusetts
$8.86M 414,306 +471 +0.1%
CMP
110
Courage Miller Partners
Virginia
$8.78M 410,733 +10,626 +3%
FI
111
FormulaFolio Investments
Michigan
$8.72M 407,664 +6,243 +2%
LB
112
Leo Brokerage
Texas
$8.45M 395,301 -116,607 -23%
RIA
113
Regal Investment Advisors
Michigan
$8.3M 387,960 +465 +0.1%
AFP
114
Ausdal Financial Partners
Iowa
$8.26M 386,193 +58,734 +18%
IAN
115
Integrated Advisors Network
Texas
$7.87M 368,088 -187,050 -34%
CFS
116
CRA Financial Services
New Jersey
$7.8M 364,896 +45,720 +14%
BC
117
Burleson & Co
California
$7.76M 363,102 -9,822 -3%
BC
118
Barnett & Company
Tennessee
$7.73M 361,827 -2,802 -0.8%
FFWA
119
FRG Family Wealth Advisors
Washington
$7.7M 360,090 +3,645 +1%
NB
120
NBT Bank
New York
$7.67M 358,764 +1,407 +0.4%
AssetMark Inc
121
AssetMark Inc
California
$7.34M 343,182 -3,639 -1%
WFA
122
Wipfli Financial Advisors
Wisconsin
$7.33M 342,759 +342,759 New
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$7.2M 10,761 -5,868 -35%
LIM
124
Leavell Investment Management
Alabama
$7.18M 336,030 -41,934 -11%
PD
125
Planning Directions
Pennsylvania
$7.1M 332,181 +21,765 +7%
3 4
5
6 7