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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

646 hedge funds and large institutions have $3.72B invested in Schwab US Dividend Equity ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
13.28%
Holding in Top 10
76
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.11%
% of All Funds
1.56%
New
72
Increased
255
Reduced
230
Closed
67
Calls
$8.83M
Puts
$4.99M
Net Calls
+$3.85M
Net Calls Change
+$6.07M

Top Buyers

1
ETS
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
Morgan Stanley
New York
$83.4M
3
UBS Group
UBS Group
Switzerland
$153M
4
Bank of America
Bank of America
North Carolina
$93.2M
5
MAP
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$64.9M
2
CSIA
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
Wealthfront Advisers
California
$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
WANY
Wealthspire Advisors (New York)
New York
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Advisors Capital Management
New Jersey
$1.73M +$56.9K +3,297 +3%
DCM
227
Davis Capital Management
Florida
$1.7M +$65.4K +3,792 +4%
ANTB
228
AMG National Trust Bank
Colorado
$1.68M +$1.68M +97,143 New
CA
229
Cetera Advisors
Colorado
$1.65M -$136K -7,890 -8%
PWP
230
Principle Wealth Partners
Connecticut
$1.65M -$53.6K -3,108 -3%
SLWS
231
Swaine & Leidel Wealth Services
Florida
$1.62M -$1.36M -78,795 -46%
SCM
232
Southport Capital Management
Tennessee
$1.61M -$23.4K -1,359 -1%
WLPWM
233
Walled Lake Planning & Wealth Management
Illinois
$1.57M +$22.2K +1,287 +1%
TFS
234
Thoroughbred Financial Services
Tennessee
$1.57M +$5.38K +312 +0.3%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$1.51M -$533K -30,918 -26%
CAG
236
Csenge Advisory Group
Florida
$1.5M +$587K +34,020 +64%
C
237
Clearshares
New York
$1.5M – – –
APSP
238
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.48M +$12.6K +729 +0.9%
Stifel Financial
239
Stifel Financial
Missouri
$1.44M +$381K +22,095 +36%
MCM
240
Maple Capital Management
Vermont
$1.43M +$31.6K +1,830 +2%
AUB
241
Atlantic Union Bankshares
Virginia
$1.43M +$296K +17,193 +26%
WA
242
WBH Advisory
Maryland
$1.42M +$25.3K +1,467 +2%
OWM
243
Opes Wealth Management
California
$1.42M +$53.5K +3,102 +4%
AAS
244
Avantax Advisory Services
Texas
$1.41M +$56.4K +3,255 +4%
SWP
245
Stratos Wealth Partners
Ohio
$1.4M +$70.2K +4,068 +5%
BPA
246
Beacon Pointe Advisors
California
$1.39M +$221K +12,792 +19%
CAG
247
Curtis Advisory Group
California
$1.38M -$2.82M -163,536 -67%
TAM
248
Townsend Asset Management
North Carolina
$1.38M -$111K -6,456 -7%
CIA
249
Capital Investment Advisors
Georgia
$1.37M -$121K -7,005 -8%
NGA
250
Naples Global Advisors
Florida
$1.35M -$136K -7,908 -9%
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