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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Soltis Investment Advisors
Utah
$7.05M -$1.07M -50,022 -13%
NFG
127
NewFocus Financial Group
Washington
$7M +$1.03M +48,300 +17%
SWM
128
SVA Wealth Management
Wisconsin
$6.99M -$896K -41,919 -11%
DFA
129
DHJJ Financial Advisors
Illinois
$6.95M +$6.95M +325,032 New
AWS
130
AJ Wealth Strategies
New York
$6.83M +$1.04M +48,819 +18%
BI
131
Berkeley Inc
Idaho
$6.7M +$6.7M +313,284 New
PAG
132
Private Advisor Group
New Jersey
$6.66M +$696K +32,568 +12%
SPC
133
Sigma Planning Corp
Michigan
$6.51M +$408K +19,062 +7%
CWM
134
CCG Wealth Management
California
$6.48M +$549K +25,674 +9%
SFG
135
SevenBridge Financial Group
Pennsylvania
$6.37M +$188K +8,799 +3%
CL
136
COWA LLC
Oklahoma
$6.2M +$6.2M +282,306 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$6.17M +$6.17M +288,588 New
HCP
138
Holt Capital Partners
Texas
$6.09M +$43.6K +2,040 +0.7%
FCA
139
FLC Capital Advisors
California
$6.08M -$49.5K -2,313 -0.8%
MWA
140
MFA Wealth Advisors
Pennsylvania
$6.03M +$24.6K +1,149 +0.4%
V
141
Veritable
Delaware
$5.98M – – –
Baird Financial Group
142
Baird Financial Group
Wisconsin
$5.97M +$2.18K +102 +0%
SAM
143
Smithbridge Asset Management
Pennsylvania
$5.89M -$60.5K -2,829 -1%
RG
144
Retirement Group
California
$5.86M +$126K +5,868 +2%
HSA
145
HBK Sorce Advisory
Pennsylvania
$5.85M +$714K +33,405 +14%
GSIS
146
Global Strategic Investment Solutions
Arizona
$5.83M +$139K +6,501 +2%
RC
147
RegentAtlantic Capital
New Jersey
$5.78M +$4.66M +217,956 +417%
LPT
148
Legacy Private Trust
Wisconsin
$5.78M -$131K -6,108 -2%
LGA
149
Lebenthal Global Advisors
New York
$5.74M +$5.74M +268,644 New
TW
150
TrinityPoint Wealth
Connecticut
$5.73M +$104K +4,740 +2%
4 5
6
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