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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 %
AFS
201
Access Financial Services
Minnesota
$5.03M +$5.03M +206,904 New
C
202
Clearshares
New York
$4.97M +$4.97M +204,369 New
SFG
203
SNS Financial Group
Minnesota
$4.96M +$802K +33,009 +19%
TA
204
TrueWealth Advisors
Alabama
$4.85M +$1.94M +78,405 +67%
NIC
205
Northwest Investment Counselors
Oregon
$4.81M -$1.27M -52,320 -21%
CAC
206
Certified Advisory Corp
Florida
$4.8M +$4.8M +197,496 New
ST
207
Smithfield Trust
Pennsylvania
$4.76M -$130K -5,355 -3%
BWM
208
BCGM Wealth Management
Indiana
$4.69M +$4.69M +189,111 New
GFPC
209
Global Financial Private Client
Florida
$4.67M +$95.7K +3,915 +2%
HA
210
HC Advisors
Georgia
$4.66M +$1.08M +44,391 +30%
ODCM
211
Old Dominion Capital Management
Virginia
$4.58M +$29.2K +1,200 +0.6%
TPCW
212
TD Private Client Wealth
New York
$4.54M +$4.54M +186,738 New
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$4.51M -$245K -10,062 -5%
TC
214
Tatro Capital
Kentucky
$4.51M +$4.21M +173,019 +1,383%
KJWM
215
Kiley Juergens Wealth Management
Washington
$4.5M +$732K +30,135 +19%
NRI
216
NFP Retirement Inc
California
$4.49M +$398K +16,386 +10%
DBRC
217
D.B. Root & Company
Pennsylvania
$4.49M +$62K +2,553 +1%
PAS
218
Park Avenue Securities
New York
$4.48M +$2.19M +90,105 +96%
EH
219
Equitable Holdings
New York
$4.45M +$714K +29,364 +19%
PCM
220
Pennsylvania Capital Management
Pennsylvania
$4.42M +$517K +21,288 +13%
EFG
221
Everhart Financial Group
Ohio
$4.41M +$12.5K +516 +0.3%
SMG
222
Spectrum Management Group
Indiana
$4.4M – – –
SAS
223
Sage Advisory Services
Texas
$4.38M +$29.9K +1,230 +0.7%
NFG
224
Nadler Financial Group
Illinois
$4.38M +$3.11M +128,109 +246%
GRP
225
Global Retirement Partners
California
$4.37M +$3.69M +151,911 +544%
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