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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 %
PA
251
Pinnacle Associates
New York
$1.38M +$51.8K +2,682 +4%
HWMG
252
Hurlow Wealth Management Group
Indiana
$1.37M -$93.8K -4,821 -6%
PPA
253
Parametric Portfolio Associates
Washington
$1.36M +$18.9K +978 +1%
CFA
254
Carroll Financial Associates
North Carolina
$1.36M -$8.86K -459 -0.6%
WFG
255
Wills Financial Group
Virginia
$1.34M +$5.85K +303 +0.4%
FHA
256
Flagship Harbor Advisors
Massachusetts
$1.32M -$15.3K -795 -1%
MIAN
257
Mariner Independent Advisor Network
Kansas
$1.31M -$17.3K -897 -1%
AAS
258
Avantax Advisory Services
Texas
$1.29M +$418K +21,639 +48%
BFPW
259
BOK Financial Private Wealth
Colorado
$1.27M -$27.7K -1,434 -2%
H
260
HoyleCohen
California
$1.26M +$39.6K +2,052 +3%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$1.26M -$20K -1,038 -2%
LWM
262
Loveless Wealth Management
Montana
$1.24M +$1.24M +64,545 New
MCP
263
Mirador Capital Partners
California
$1.24M -$95.4K -4,938 -7%
BCM
264
Brasada Capital Management
Texas
$1.23M – – –
GCA
265
Genesee Capital Advisors
New York
$1.22M +$39.8K +2,064 +3%
BBPWM
266
Blue Bell Private Wealth Management
Pennsylvania
$1.21M +$75.3K +3,903 +7%
WWM
267
Western Wealth Management
Colorado
$1.2M -$49.1K -2,544 -4%
ACM
268
AlphaStar Capital Management
North Carolina
$1.18M +$73.4K +3,801 +7%
LCM
269
Liberty Capital Management
Michigan
$1.18M +$20.9K +1,083 +2%
SWRP
270
Summit Wealth & Retirement Planning
California
$1.16M +$112K +5,802 +11%
AWMG
271
Alliance Wealth Management Group
New Jersey
$1.15M -$31.5K -1,629 -3%
TCM
272
Towercrest Capital Management
Pennsylvania
$1.15M -$31.4K -1,626 -3%
RWM
273
RKL Wealth Management
Pennsylvania
$1.15M -$927 -48 -0.1%
RCA
274
Resonant Capital Advisors
Wisconsin
$1.14M +$1.14M +59,130 New
AUB
275
Atlantic Union Bankshares
Virginia
$1.14M +$234K +12,114 +26%
9 10
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