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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

676 hedge funds and large institutions have $4.27B invested in Schwab US Dividend Equity ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 216 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+30
Holders Change %
+4.64%
% of All Funds
13.68%
Holding in Top 10
79
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.95%
% of All Funds
1.6%
New
74
Increased
297
Reduced
216
Closed
34
Calls
$11.8M
Puts
$11.4M
Net Calls
+$413K
Net Calls Change
-$3.43M

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$120M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
Ameriprise
Minnesota
$114M
4
KFP
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
Charles Schwab Investment Advisory
California
$428M
4
MNG
Manning & Napier Group
New York
$9.28M
5
PA
Planning Alternatives
Michigan
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
226
Indie Asset Partners
Indiana
$1.96M +$11.1K +600 +0.6%
NCM
227
Northwest Capital Management
Oregon
$1.94M +$55 +3 +0%
CA
228
Cambridge Advisors
Nebraska
$1.93M -$8.68K -471 -0.4%
KM
229
Kalos Management
Georgia
$1.93M +$1.93M +94,524 New
CF
230
Centaurus Financial
California
$1.91M +$1.3M +70,527 +214%
ASN
231
Advisory Services Network
Georgia
$1.89M +$453K +24,558 +32%
WLPWM
232
Walled Lake Planning & Wealth Management
Illinois
$1.88M +$197K +10,686 +12%
EWA
233
Evolution Wealth Advisors
Florida
$1.87M +$605K +32,808 +48%
CA
234
Cetera Advisors
Colorado
$1.87M +$103K +5,586 +6%
TFA
235
Teamwork Financial Advisors
Texas
$1.87M -$46.2K -2,505 -2%
ACM
236
Advisors Capital Management
New Jersey
$1.83M -$13.1K -711 -0.7%
CFMC
237
Curbstone Financial Management Corp
New Hampshire
$1.8M +$1.15M +62,130 +176%
SCM
238
Southport Capital Management
Tennessee
$1.78M +$63.7K +3,456 +4%
ADL
239
Asset Dedication LLC
California
$1.76M +$337K +18,291 +24%
SLWS
240
Swaine & Leidel Wealth Services
Florida
$1.75M +$16.9K +918 +1%
JCM
241
Janney Capital Management
Pennsylvania
$1.73M -$173K -9,390 -9%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$1.71M +$96.4K +5,232 +6%
MCM
243
Maple Capital Management
Vermont
$1.7M -$4.31K -210 -0.3%
TPA
244
Trivium Point Advisory
Connecticut
$1.66M +$480K +26,061 +41%
WA
245
WBH Advisory
Maryland
$1.64M +$123K +6,648 +8%
TFS
246
Thoroughbred Financial Services
Tennessee
$1.64M -$39.8K -2,163 -2%
C
247
Clearshares
New York
$1.62M – – –
PFO
248
Pathstone Family Office
New Jersey
$1.61M +$1.61M +87,156 New
CAG
249
Curtis Advisory Group
California
$1.6M +$126K +6,813 +8%
APSP
250
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.59M +$15.5K +840 +1%
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