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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 %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$9.48M 389,907 +343,002 +731%
DCM
127
Davidson Capital Management
Texas
$9.28M 381,774 +381,774 New
PSIWM
128
Paradigm Strategies in Wealth Management
Minnesota
$9.25M 380,409 +380,409 New
BC
129
Barnett & Company
Tennessee
$9.21M 378,750 +16,923 +5%
SPC
130
Sigma Planning Corp
Michigan
$9.04M 371,877 +67,431 +22%
RIA
131
Regal Investment Advisors
Michigan
$8.96M 368,616 -19,344 -5%
IA
132
IFP Advisors
Florida
$8.95M 368,064 +183,084 +99%
WFA
133
Wipfli Financial Advisors
Wisconsin
$8.79M 361,815 +19,056 +6%
FFWA
134
FRG Family Wealth Advisors
Washington
$8.72M 358,890 -1,200 -0.3%
BC
135
Burleson & Co
California
$8.41M 346,095 -17,007 -5%
AWS
136
AJ Wealth Strategies
New York
$8.41M 345,789 +26,478 +8%
BI
137
Berkeley Inc
Idaho
$8.24M 339,153 +25,869 +8%
DFA
138
DHJJ Financial Advisors
Illinois
$8.16M 335,625 +10,593 +3%
FT
139
Fiduciary Trust
Massachusetts
$8.13M 334,269 +194,202 +139%
NB
140
NBT Bank
New York
$8.1M 333,270 -25,494 -7%
PD
141
Planning Directions
Pennsylvania
$8.09M 332,763 +582 +0.2%
MWA
142
MFA Wealth Advisors
Pennsylvania
$8.04M 331,110 +49,143 +17%
LIM
143
Leavell Investment Management
Alabama
$7.96M 327,606 -8,424 -3%
EWA
144
EP Wealth Advisors
California
$7.8M 320,700 +320,700 New
PA
145
PFG Advisors
Arizona
$7.67M 315,564 +52,098 +20%
CL
146
COWA LLC
Oklahoma
$7.61M 308,439 +26,133 +9%
CCP
147
Cardan Capital Partners
Colorado
$7.49M 307,935 +113,100 +58%
CAG
148
Csenge Advisory Group
Florida
$7.47M 301,632 +301,632 New
MCC
149
Money Concepts Capital
Florida
$7.4M 304,353 +304,353 New
SFG
150
SevenBridge Financial Group
Pennsylvania
$7.34M 302,151 +4,071 +1%
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