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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
JPMorgan Chase & Co
New York
$127M
2
WANY
Wealthspire Advisors (New York)
New York
$176M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$51.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$96.2M
5
Ameriprise
Ameriprise
Minnesota
$167M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$144M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$45.3M
3
CSIA
Charles Schwab Investment Advisory
California
$483M
4
APP
Avantax Planning Partners
Iowa
$231M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
$4.13M +$798K +37,335 +24%
CCMD
177
Cypress Capital Management (Delaware)
Delaware
$4.1M +$617K +28,875 +18%
PWA
178
Providence Wealth Advisors
Illinois
$4.1M +$446K +20,970 +12%
ODCM
179
Old Dominion Capital Management
Virginia
$4.01M +$2.57K +120 +0.1%
GFPC
180
Global Financial Private Client
Florida
$4M -$225K -10,536 -5%
Brown Advisory
181
Brown Advisory
Maryland
$4M +$376K +17,580 +10%
AI
182
Atria Investments
North Carolina
$3.97M +$728K +34,044 +22%
IA
183
IFP Advisors
Florida
$3.96M +$500K +23,391 +14%
AAP
184
Arax Advisory Partners
Colorado
$3.95M -$272K -12,729 -6%
EVC
185
Eidelman Virant Capital
Missouri
$3.93M -$1.27M -59,175 -24%
DBRC
186
D.B. Root & Company
Pennsylvania
$3.9M -$497K -23,250 -11%
SMG
187
Spectrum Management Group
Indiana
$3.87M -$21.2K -990 -0.5%
EFG
188
Everhart Financial Group
Ohio
$3.86M +$3.86M +180,714 New
PA
189
Planning Alternatives
Michigan
$3.84M -$1.99M -93,210 -34%
SAS
190
Sage Advisory Services
Texas
$3.83M +$35.8K +1,674 +0.9%
NG
191
Northstar Group
New York
$3.82M -$69K -3,228 -2%
CBFP
192
Cedar Brook Financial Partners
Ohio
$3.69M +$642K +30,033 +21%
SFG
193
SNS Financial Group
Minnesota
$3.66M -$311K -14,523 -8%
OIA
194
OneDigital Investment Advisors
Kansas
$3.64M -$52.8K -2,469 -1%
AT
195
Arden Trust
Delaware
$3.64M +$2.11M +98,466 +137%
NRI
196
NFP Retirement Inc
California
$3.6M +$696K +32,574 +24%
MA
197
Mutual Advisors
Nebraska
$3.6M +$200K +9,375 +6%
KIA
198
KCM Investment Advisors
California
$3.58M -$322K -15,039 -8%
PCM
199
Pennsylvania Capital Management
Pennsylvania
$3.55M -$118K -5,334 -3%
IIC
200
Integrated Investment Consultants
Michigan
$3.52M +$3.14M +146,928 +827%
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