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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 %
SCP
101
Shorepoint Capital Partners
Massachusetts
$12.2M 503,442 +3,690 +0.7%
NFG
102
Northeast Financial Group
Pennsylvania
$12.2M 500,508 +17,790 +4%
CWC
103
Carolinas Wealth Consulting
North Carolina
$12.1M 499,122 +52,032 +12%
ACWM
104
Adams Chetwood Wealth Management
North Carolina
$11.9M 488,946 -9,798 -2%
RWA
105
Redhawk Wealth Advisors
Minnesota
$11.9M 488,094 +488,094 New
LB
106
Leo Brokerage
Texas
$11.6M 476,478 +81,177 +21%
AWA
107
Acorn Wealth Advisors
Michigan
$11.4M 468,960 +10,836 +2%
AFP
108
Ausdal Financial Partners
Iowa
$11M 451,080 +64,887 +17%
FCAS
109
First Command Advisory Services
Texas
$10.9M 446,910 -58,692 -12%
FNC
110
First National Corp
Massachusetts
$10.9M 449,544 -8,391 -2%
CST
111
Charles Schwab Trust
Nevada
$10.6M 435,501 -108,852 -20%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$10.6M 436,605 +9,615 +2%
BWM
113
BCS Wealth Management
Tennessee
$10.6M 436,482 +2,682 +0.6%
ICM
114
Islay Capital Management
Texas
$10.5M 433,236 -7,821 -2%
AWM
115
AE Wealth Management
Kansas
$10.4M 427,587 -1,818,306 -81%
APA
116
American Portfolios Advisors
New York
$10.1M 415,986 +290,724 +232%
CWM
117
CCG Wealth Management
California
$10.1M 413,970 +110,781 +37%
CMP
118
Courage Miller Partners
Virginia
$10.1M 413,544 +2,811 +0.7%
WAG
119
Winthrop Advisory Group
Massachusetts
$10.1M 413,451 -855 -0.2%
PAG
120
Private Advisor Group
New Jersey
$10M 411,405 +100,086 +32%
CFS
121
CRA Financial Services
New Jersey
$9.94M 408,738 +43,842 +12%
AF
122
Advisornet Financial
Minnesota
$9.78M 402,498 -56,622 -12%
DP
123
DDD Partners
Washington
$9.7M 398,895 +386,277 +3,061%
AIP
124
Almanack Investment Partners
Pennsylvania
$9.53M 392,133 +378,213 +2,717%
VVP
125
Venture Visionary Partners
Ohio
$9.49M 390,510 +128,691 +49%
3 4
5
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