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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

644 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 268 increasing their positions, 209 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-21
Holders Change %
-3.16%
% of All Funds
14.23%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.61%
New
84
Increased
268
Reduced
209
Closed
97
Calls
$3.18M
Puts
$5.41M
Net Calls
-$2.23M
Net Calls Change
-$2.81M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$79.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$34.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.5M
4
OWM
Orgel Wealth Management
Wisconsin
+$19.4M
5
Morgan Stanley
Morgan Stanley
New York
+$18.9M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$19.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13M
3
JIP
JBJ Investment Partners
South Carolina
-$11.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$8.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Southport Capital Management
Tennessee
$1.42M -$174K -11,574 -11%
TPA
227
Trivium Point Advisory
Connecticut
$1.41M +$1.18M +73,314 +522%
TFA
228
Teamwork Financial Advisors
Texas
$1.39M +$819K +54,642 +144%
HSA
229
HBK Sorce Advisory
Pennsylvania
$1.38M +$813K +54,255 +143%
TFS
230
Thoroughbred Financial Services
Tennessee
$1.36M +$864K +57,588 +174%
GGI
231
GPM Growth Investors
Michigan
$1.35M -$252K -16,803 -16%
WLPWM
232
Walled Lake Planning & Wealth Management
Illinois
$1.35M +$1.35M +89,919 New
C
233
Clearshares
New York
$1.32M +$1.32M +87,972 New
TF
234
Trek Financial
Arizona
$1.32M -$265K -17,655 -17%
GAM
235
Garrison Asset Management
Arkansas
$1.32M +$561K +37,416 +74%
TAM
236
Townsend Asset Management
North Carolina
$1.29M -$57.4K -3,828 -4%
NGA
237
Naples Global Advisors
Florida
$1.29M -$34.1K -2,277 -3%
CIA
238
Capital Investment Advisors
Georgia
$1.29M -$111K -7,413 -8%
APSP
239
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.27M +$12.2K +813 +1%
PPA
240
Parametric Portfolio Associates
Washington
$1.27M +$210K +14,025 +20%
GLR
241
Great Lakes Retirement
Ohio
$1.27M -$106K -7,056 -8%
HWMG
242
Hurlow Wealth Management Group
Indiana
$1.22M +$85.8K +5,340 +8%
MCM
243
Maple Capital Management
Vermont
$1.22M +$30.8K +2,052 +3%
RC
244
Rovin Capital
Arizona
$1.21M -$4.41M -262,695 -79%
HPWM
245
Highland Private Wealth Management
Washington
$1.2M -$9.59K -639 -0.8%
ADL
246
Asset Dedication LLC
California
$1.2M -$88.8K -5,922 -7%
ACM
247
Alpha Capital Management
Texas
$1.2M -$142K -9,504 -11%
SFG
248
Sage Financial Group
Pennsylvania
$1.2M -$79.4K -5,292 -6%
CFA
249
Carroll Financial Associates
North Carolina
$1.19M +$134K +8,973 +13%
OWM
250
Opes Wealth Management
California
$1.19M +$45.3K +3,018 +4%
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