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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.

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
1
JPMorgan Chase & Co
New York
$326M
2
WANY
2
Wealthspire Advisors (New York)
New York
$319M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$592M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$203M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$103M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$16.8M
2
APP
2
Avantax Planning Partners
Iowa
$199M
3
FFN
3
Focus Financial Network
Minnesota
$1.1M
4
AWM
4
AE Wealth Management
Kansas
$10.4M
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$592M 8,114,410 +1,581,508 +24%
CSIA
2
Charles Schwab Investment Advisory
California
$575M 7,889,041 +365,820 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$326M 4,469,409 +2,485,842 +125%
WANY
4
Wealthspire Advisors (New York)
New York
$319M 4,369,281 +1,619,330 +59%
Ameriprise
5
Ameriprise
Minnesota
$245M 3,353,667 +743,372 +28%
Bank of America
6
Bank of America
North Carolina
$220M 3,019,864 +459,169 +18%
LPL Financial
7
LPL Financial
California
$214M 2,931,040 +496,016 +20%
OWM
8
Orgel Wealth Management
Wisconsin
$209M 2,868,886 +193,961 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$203M 2,782,373 +989,275 +55%
APP
10
Avantax Planning Partners
Iowa
$199M 2,729,993 -876,922 -24%
Morgan Stanley
11
Morgan Stanley
New York
$191M 2,616,566 +322,871 +14%
UBS Group
12
UBS Group
Switzerland
$168M 2,299,502 +54,996 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$136M 1,867,894 +367,387 +24%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$119M 1,625,632 +125,864 +8%
AAIM
15
Asset Advisors Investment Management
Georgia
$111M 1,498,452 -2,665 -0.2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$103M 1,415,997 +944,819 +201%
KFP
17
Keystone Financial Planning
Ohio
$86.1M 1,181,269 +56,479 +5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$81.9M 1,123,403 +320,043 +40%
Wells Fargo
19
Wells Fargo
California
$73.3M 1,005,147 +116,062 +13%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$71.9M 985,892 +280,281 +40%
Mariner
21
Mariner
Kansas
$69.1M 947,442 -42,856 -4%
HWA
22
HHM Wealth Advisors
Tennessee
$66.4M 910,691 +28,956 +3%
KeyBank National Association
23
KeyBank National Association
Ohio
$63.5M 870,645 +132,037 +18%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$63.5M 870,415 +239,298 +38%
SWMG
25
Strategic Wealth Management Group
Maryland
$60.7M 832,275 +35,578 +4%
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