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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 %
RDWM
201
Red Door Wealth Management
Tennessee
$3.51M -$221K -10,332 -6%
SCA
202
Snowden Capital Advisors
New York
$3.44M -$265K -12,399 -7%
FA
203
Fagan Associates
New York
$3.41M +$560K +26,193 +20%
REMPR
204
Roof Eidam Maycock Peralta (REMP)
California
$3.39M +$296K +13,830 +10%
PEA
205
Pacific Edge Advisors
California
$3.38M -$526K -24,600 -13%
BSB
206
Bangor Savings Bank
Maine
$3.36M -$138K -6,462 -4%
SEI Investments
207
SEI Investments
Pennsylvania
$3.33M -$1.1M -51,627 -25%
KJWM
208
Kiley Juergens Wealth Management
Washington
$3.31M +$265K +12,390 +9%
EH
209
Equitable Holdings
New York
$3.28M +$1.63M +76,377 +99%
OPA
210
Old Port Advisors
Maine
$3.25M +$88.8K +4,212 +3%
TYCC
211
Texas Yale Capital Corp
Florida
$3.24M +$505K +23,640 +18%
RC
212
Roundview Capital
New Jersey
$3.23M -$34.4K -1,608 -1%
Citigroup
213
Citigroup
New York
$3.22M +$458K +21,408 +17%
BP
214
Broadleaf Partners
Ohio
$3.15M +$131K +6,147 +4%
HA
215
HC Advisors
Georgia
$3.15M +$242K +11,295 +8%
VFM
216
Vivid Financial Management
California
$3.14M -$334K -15,624 -10%
MCCP
217
Mission Creek Capital Partners
California
$3.11M -$1.45M -68,025 -32%
YIA
218
YHB Investment Advisors
Connecticut
$3.02M +$103K +4,839 +4%
BWM
219
Baystate Wealth Management
Massachusetts
$3.01M -$439K -20,508 -13%
FT
220
Fiduciary Trust
Massachusetts
$3M +$2.74M +128,244 +1,085%
PBO
221
Peoples Bank (Ohio)
Ohio
$2.97M +$17.4K +813 +0.6%
WP
222
WealthPLAN Partners
Nebraska
$2.96M -$652K -29,769 -18%
SCM
223
Spreng Capital Management
Ohio
$2.94M +$140K +6,564 +5%
SHJ
224
Sharkey, Howes & Javer
Colorado
$2.93M -$178K -8,325 -6%
PTP
225
Platform Technology Partners
New York
$2.92M +$1.43M +67,032 +96%
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