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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.

New
Increased
Maintained
Reduced
Closed
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
JPMorgan Chase & Co
New York
$326M
2
WANY
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
Avantax Planning Partners
Iowa
$199M
3
FFN
Focus Financial Network
Minnesota
$1.1M
4
AWM
AE Wealth Management
Kansas
$10.4M
5
SS
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
176
Legacy Private Trust
Wisconsin
$6.17M -$395K -16,245 -6%
CFA
177
Carroll Financial Associates
North Carolina
$6.11M +$1.42M +58,353 +30%
SIA
178
Soltis Investment Advisors
Utah
$6.03M -$1.99M -81,768 -25%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$5.96M +$159K +6,525 +3%
DP
180
Denver PWM
Colorado
$5.79M -$2.09M -113,550 -27%
CP
181
Capital Planning
Washington
$5.77M +$4.31M +177,144 +295%
Stifel Financial
182
Stifel Financial
Missouri
$5.74M +$2.79M +114,624 +94%
PAI
183
Pittenger & Anderson Inc
Nebraska
$5.74M -$212K -8,706 -4%
LFF
184
Level Four Financial
Texas
$5.66M +$210K +8,631 +4%
EWA
185
Evolution Wealth Advisors
Florida
$5.66M +$253K +10,401 +5%
CWM
186
Cedar Wealth Management
California
$5.57M +$40.4K +1,662 +0.7%
VNA
187
Valley National Advisers
Pennsylvania
$5.56M +$536K +22,068 +11%
AOWM
188
Alpha Omega Wealth Management
Virginia
$5.54M +$308K +12,657 +6%
KA
189
Kovack Advisors
Florida
$5.5M +$4.8M +197,688 +687%
SWM
190
Spire Wealth Management
Virginia
$5.47M +$5.47M +223,080 New
CBFP
191
Cedar Brook Financial Partners
Ohio
$5.43M +$1.23M +50,634 +29%
RF
192
Robbins Farley
New Hampshire
$5.4M +$5.4M +208,920 New
Wealth Enhancement Advisory Services
193
Wealth Enhancement Advisory Services
Minnesota
$5.39M +$5.39M +218,451 New
AI
194
Atria Investments
North Carolina
$5.38M +$867K +35,682 +19%
CAM
195
Cozad Asset Management
Illinois
$5.36M +$5.47K +225 +0.1%
PWA
196
Providence Wealth Advisors
Illinois
$5.31M +$621K +25,569 +13%
WP
197
WealthPLAN Partners
Nebraska
$5.25M +$1.84M +72,777 +54%
BWM
198
Benchmark Wealth Management
Connecticut
$5.13M +$92.4K +3,801 +2%
RC
199
Rovin Capital
Arizona
$5.1M +$3.78M +155,421 +286%
IIC
200
Integrated Investment Consultants
Michigan
$5.04M +$1.04M +42,660 +26%
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