SCHD icon

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 Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Snowden Capital Advisors
New York
$7.29M +$3.38M +138,855 +86%
HSA
152
HBK Sorce Advisory
Pennsylvania
$7.11M +$460K +18,939 +7%
HCP
153
Holt Capital Partners
Texas
$7.11M +$186K +7,665 +3%
AssetMark Inc
154
AssetMark Inc
California
$7.02M -$1.32M -54,240 -16%
RG
155
Retirement Group
California
$6.95M +$301K +12,375 +5%
SAM
156
Smithbridge Asset Management
Pennsylvania
$6.89M +$192K +7,887 +3%
V
157
Veritable
Delaware
$6.8M – – –
LGA
158
Lebenthal Global Advisors
New York
$6.77M +$243K +9,993 +4%
PIMG
159
Patriot Investment Management Group
Tennessee
$6.74M +$3.92M +161,250 +139%
TC
160
TownSquare Capital
Utah
$6.66M -$6.45M -265,335 -49%
FMC
161
First Merchants Corp
Indiana
$6.59M +$361K +14,847 +6%
RC
162
RegentAtlantic Capital
New Jersey
$6.54M -$26.2K -1,077 -0.4%
TW
163
TrinityPoint Wealth
Connecticut
$6.46M +$113K +4,638 +2%
FAIM
164
Financial Advocates Investment Management
Washington
$6.45M +$943K +38,775 +17%
MAG
165
Mayfair Advisory Group
Alabama
$6.43M +$441K +18,030 +7%
CAG
166
Curtis Advisory Group
California
$6.39M +$3.82M +157,083 +149%
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$6.38M +$265K +10,899 +4%
PWMAG
168
Pinnacle Wealth Management Advisory Group
New Jersey
$6.33M +$1.02M +41,820 +19%
GSIS
169
Global Strategic Investment Solutions
Arizona
$6.28M -$343K -14,130 -5%
CA
170
Cetera Advisors
Colorado
$6.28M +$1.13M +46,470 +22%
JWS
171
Juncture Wealth Strategies
Arizona
$6.27M +$632K +25,917 +11%
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$6.26M +$6.26M +257,109 New
GLLW
173
Graves Light Lenhart Wealth
Virginia
$6.23M +$309K +12,702 +5%
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$6.21M -$49.3K -2,028 -0.8%
FCA
175
FLC Capital Advisors
California
$6.18M -$733K -30,159 -11%
5 6
7
8 9