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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$483M 7,523,221 -222,278 -3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$419M 6,532,902 +402,630 +7%
APP
3
Avantax Planning Partners
Iowa
$231M 3,606,915 -220,063 -6%
WANY
4
Wealthspire Advisors (New York)
New York
$176M 2,749,951 +1,823,484 +197%
OWM
5
Orgel Wealth Management
Wisconsin
$172M 2,674,925 +501,717 +23%
Ameriprise
6
Ameriprise
Minnesota
$167M 2,610,295 +556,409 +27%
Bank of America
7
Bank of America
North Carolina
$164M 2,560,695 +390,480 +18%
LPL Financial
8
LPL Financial
California
$156M 2,435,024 +542,871 +29%
Morgan Stanley
9
Morgan Stanley
New York
$147M 2,293,695 +262,582 +13%
UBS Group
10
UBS Group
Switzerland
$144M 2,244,506 -745,323 -25%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$127M 1,983,567 +1,961,700 +8,971%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$115M 1,793,098 +231,544 +15%
AAIM
13
Asset Advisors Investment Management
Georgia
$96.3M 1,501,117 +12,038 +0.8%
Osaic Holdings
14
Osaic Holdings
Arizona
$96.2M 1,500,507 +214,221 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$96.2M 1,499,768 +645,109 +75%
KFP
16
Keystone Financial Planning
Ohio
$72.1M 1,124,790 +200,382 +22%
Mariner
17
Mariner
Kansas
$63.5M 990,298 +293,628 +42%
Wells Fargo
18
Wells Fargo
California
$57M 889,085 +57,273 +7%
HWA
19
HHM Wealth Advisors
Tennessee
$56.6M 881,735 +14,777 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$51.5M 803,360 +803,360 New
SWMG
21
Strategic Wealth Management Group
Maryland
$51.1M 796,697 +1,547 +0.2%
AWM
22
AE Wealth Management
Kansas
$48M 748,631 +511,830 +216%
KeyBank National Association
23
KeyBank National Association
Ohio
$47.4M 738,608 +157,661 +27%
FFN
24
Focus Financial Network
Minnesota
$47.3M 737,323 +22,285 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$45.3M 705,611 -270,284 -28%
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