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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 %
PA
151
PFG Advisors
Arizona
$5.63M +$1.09M +50,949 +24%
VVP
152
Venture Visionary Partners
Ohio
$5.6M +$5.6M +261,819 New
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$5.51M +$191K +8,940 +4%
FMC
154
First Merchants Corp
Indiana
$5.48M +$1.42M +66,603 +35%
JPMPWA
155
J.P. Morgan Private Wealth Advisors
California
$5.37M -$132K -6,180 -2%
NIC
156
Northwest Investment Counselors
Oregon
$5.35M +$230K +10,746 +4%
MAG
157
Mayfair Advisory Group
Alabama
$5.24M +$525K +24,576 +11%
PAI
158
Pittenger & Anderson Inc
Nebraska
$5.24M -$914K -42,768 -15%
GLLW
159
Graves Light Lenhart Wealth
Virginia
$5.2M +$195K +9,105 +4%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$5.1M -$56.6K -2,649 -1%
MCA
161
Magnolia Capital Advisors
Mississippi
$5.01M +$73.3K +3,426 +1%
JWS
162
Juncture Wealth Strategies
Arizona
$4.94M +$133K +6,237 +3%
CWM
163
Cedar Wealth Management
California
$4.86M +$22.6K +1,059 +0.5%
FAIM
164
Financial Advocates Investment Management
Washington
$4.85M +$508K +23,736 +12%
LFF
165
Level Four Financial
Texas
$4.8M +$4.8M +224,409 New
EWA
166
Evolution Wealth Advisors
Florida
$4.76M +$2.59M +121,185 +119%
CAM
167
Cozad Asset Management
Illinois
$4.71M +$209K +9,756 +5%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$4.67M +$1.66M +77,541 +55%
AOWM
169
Alpha Omega Wealth Management
Virginia
$4.6M -$18.1K -846 -0.4%
CA
170
Cetera Advisors
Colorado
$4.53M +$2.36M +110,433 +109%
BWM
171
Benchmark Wealth Management
Connecticut
$4.43M +$32.1K +1,503 +0.7%
VNA
172
Valley National Advisers
Pennsylvania
$4.42M -$127K -5,964 -3%
ST
173
Smithfield Trust
Pennsylvania
$4.3M -$317K -14,811 -7%
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$4.18M +$212K +9,900 +5%
CCP
175
Cardan Capital Partners
Colorado
$4.17M +$182K +8,493 +5%
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