SCHD icon

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 %
LCM
251
Liberty Capital Management
Michigan
$1.17M +$256K +17,100 +28%
AAS
252
Avantax Advisory Services
Texas
$1.16M +$169K +11,364 +17%
SWP
253
Stratos Wealth Partners
Ohio
$1.16M -$6.79K -453 -0.6%
MIAN
254
Mariner Independent Advisor Network
Kansas
$1.16M +$156K +10,578 +16%
SL
255
Systelligence LLC
Minnesota
$1.15M -$4.17M -278,472 -78%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$1.14M -$1.42M – –
CWM
257
Chesapeake Wealth Management
Virginia
$1.13M +$57.1K +3,810 +5%
EA
258
Emerald Advisors
Washington
$1.13M +$1.13M +66,939 New
TFS
259
TrustCore Financial Services
Tennessee
$1.13M -$101K -6,741 -8%
KJWM
260
Kiley Juergens Wealth Management
Washington
$1.13M +$652K +43,521 +137%
AIA
261
Armor Investment Advisors
North Carolina
$1.12M -$15.6K -1,041 -1%
SBA
262
Secrest Blakey & Associates
North Carolina
$1.12M +$284K +18,915 +34%
CWS
263
Cypress Wealth Services
California
$1.11M -$63.3K -4,221 -5%
AC
264
Abbrea Capital
California
$1.1M +$1.1M +73,152 New
CA
265
CapWealth Advisors
Tennessee
$1.09M -$163K -10,842 -13%
KIC
266
Keating Investment Counselors
Florida
$1.07M -$84.1K -5,610 -7%
CWP
267
Capital Wealth Planning
Florida
$1.07M -$90.6K -6,039 -8%
MCP
268
Mirador Capital Partners
California
$1.05M -$10.2K -618 -1%
Charles Schwab
269
Charles Schwab
California
$1.03M +$1.03M +68,976 New
JFGIW
270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M -$69K -4,605 -6%
AWM
271
Adams Wealth Management
Utah
$1.03M +$1.03M +68,343 New
FNBOMD
272
First National Bank of Mount Dora
Florida
$1.02M +$265K +17,700 +35%
WWM
273
Western Wealth Management
Colorado
$1.02M +$86K +5,751 +9%
BPA
274
Beacon Pointe Advisors
California
$1.01M +$548K +36,624 +118%
LDFR
275
Lehman & Derafelo Financial Resources
Pennsylvania
$1.01M -$63K -4,200 -6%
9 10
11
12 13