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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 %
LCM
251
Liberty Capital Management
Michigan
$1.35M +$1.55K +90 +0.1%
ASN
252
Advisory Services Network
Georgia
$1.34M +$532K +30,828 +66%
ADL
253
Asset Dedication LLC
California
$1.33M -$51.7K -2,997 -4%
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$1.32M -$1.14M – –
CWM
255
Chesapeake Wealth Management
Virginia
$1.32M +$12.4K +720 +1%
SBA
256
Secrest Blakey & Associates
North Carolina
$1.3M +$12K +696 +0.9%
AIA
257
Armor Investment Advisors
North Carolina
$1.28M -$11.8K -684 -0.9%
TRCT
258
Tower Research Capital (TRC)
New York
$1.27M -$611K -35,436 -33%
FC
259
Financial Consulate
Maryland
$1.25M -$698K -40,443 -36%
LWM
260
Loveless Wealth Management
Montana
$1.25M +$117K +6,792 +10%
HL
261
HeadInvest LLC
Maine
$1.25M +$169K +9,777 +16%
BAM
262
Belpointe Asset Management
Nevada
$1.24M +$321K +18,594 +35%
ACM
263
Alpha Capital Management
Texas
$1.24M -$140K -8,118 -10%
EFS
264
Essex Financial Services
Connecticut
$1.23M +$769K +44,559 +166%
AC
265
Abbrea Capital
California
$1.23M -$37.2K -2,154 -3%
PPA
266
Parametric Portfolio Associates
Washington
$1.22M -$236K -13,656 -16%
EA
267
Emerald Advisors
Washington
$1.22M +$61.4K +3,561 +5%
KIC
268
Keating Investment Counselors
Florida
$1.22M -$14.8K -855 -1%
TCM
269
Towercrest Capital Management
Pennsylvania
$1.21M -$2.75M -159,528 -69%
AWMG
270
Alliance Wealth Management Group
New Jersey
$1.21M -$2.75M -159,528 -69%
RC
271
Rovin Capital
Arizona
$1.21M -$25.6K -1,482 -2%
CWS
272
Cypress Wealth Services
California
$1.21M -$67.7K -3,924 -5%
H
273
HoyleCohen
California
$1.21M +$89.4K +5,184 +8%
EWA
274
Evolution Wealth Advisors
Florida
$1.18M -$8.85M -513,261 -88%
WWM
275
Western Wealth Management
Colorado
$1.18M +$3.33K +192 +0.3%
9 10
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