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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

665 hedge funds and large institutions have $3.95B invested in Schwab US Dividend Equity ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 272 increasing their positions, 156 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+122
Holders Change %
+22.47%
% of All Funds
13.13%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.36%
New
152
Increased
272
Reduced
156
Closed
22
Calls
$4.78M
Puts
$4.2M
Net Calls
+$582K
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$602M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
3
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$369M
5
Ameriprise
5
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$7.54M
2
SMG
2
Spectrum Management Group
Indiana
$611K
3
JIP
3
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
4
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
226
Asset Dedication LLC
California
$1.66M +$39.3K +2,034 +2%
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.65M +$27.6K +1,410 +2%
SFG
228
Sage Financial Group
Pennsylvania
$1.64M -$2.9K -150 -0.2%
MS
229
Madden Securities
Texas
$1.63M +$1.63M +84,495 New
CA
230
CapWealth Advisors
Tennessee
$1.61M -$71.5K -3,702 -4%
TFS
231
TrustCore Financial Services
Tennessee
$1.59M -$15.8K -819 -1%
WA
232
WBH Advisory
Maryland
$1.58M +$95.4K +4,941 +6%
EVC
233
Eidelman Virant Capital
Missouri
$1.57M +$405 +21 +0%
HPWM
234
Highland Private Wealth Management
Washington
$1.56M – – –
JFA
235
Johanson Financial Advisors
California
$1.55M +$1.55M +269,946 New
MAM
236
Marquette Asset Management
Minnesota
$1.55M +$383K +19,851 +33%
MCM
237
Maple Capital Management
Vermont
$1.53M +$672K +34,800 +78%
CWS
238
Cypress Wealth Services
California
$1.51M +$115K +5,967 +8%
SWP
239
Stratos Wealth Partners
Ohio
$1.5M +$67K +3,471 +5%
CWP
240
Capital Wealth Planning
Florida
$1.49M -$18.4K -954 -1%
KIC
241
Keating Investment Counselors
Florida
$1.48M +$3.24K +168 +0.2%
SSWM
242
Sheets Smith Wealth Management
North Carolina
$1.48M +$108K +5,616 +8%
AIA
243
Armor Investment Advisors
North Carolina
$1.47M +$54.7K +2,835 +4%
OWM
244
Opes Wealth Management
California
$1.47M -$58.4K -3,027 -4%
AIP
245
Almanack Investment Partners
Pennsylvania
$1.47M -$36.3K -1,878 -2%
Luther King Capital Management (LKCM)
246
Luther King Capital Management (LKCM)
Texas
$1.42M -$1.34M – –
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M -$22.6K -1,173 -2%
CWM
248
Cedar Wealth Management
California
$1.4M +$795K +41,154 +132%
CWM
249
Chesapeake Wealth Management
Virginia
$1.39M +$87.8K +4,545 +7%
LDFR
250
Lehman & Derafelo Financial Resources
Pennsylvania
$1.38M – – –
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