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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
+$102M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
+$54.8M
3
Ameriprise
Ameriprise
Minnesota
+$43.5M
4
KFP
Keystone Financial Planning
Ohio
+$36.4M
5
Morgan Stanley
Morgan Stanley
New York
+$23.2M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
-$74.4M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$20.1M
3
CSIA
Charles Schwab Investment Advisory
California
-$9.15M
4
MNG
Manning & Napier Group
New York
-$7.92M
5
PA
Planning Alternatives
Michigan
-$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
251
Flow Traders U.S.
New York
$1.58M +$1.58M +85,527 New
SWP
252
Stratos Wealth Partners
Ohio
$1.57M +$70K +3,795 +5%
AIA
253
Armor Investment Advisors
North Carolina
$1.55M +$183K +9,948 +13%
PPA
254
Parametric Portfolio Associates
Washington
$1.54M +$229K +12,435 +18%
TRCT
255
Tower Research Capital (TRC)
New York
$1.54M +$184K +9,993 +14%
Bank of New York Mellon
256
Bank of New York Mellon
New York
$1.53M +$293K +15,906 +24%
AUB
257
Atlantic Union Bankshares
Virginia
$1.52M -$10.9K -591 -0.7%
WLIM
258
White Lighthouse Investment Management
Massachusetts
$1.51M +$1.02M +55,191 +208%
CWM
259
Chesapeake Wealth Management
Virginia
$1.46M +$56.4K +3,060 +4%
NGA
260
Naples Global Advisors
Florida
$1.43M -$13.3K -720 -0.9%
CIA
261
Capital Investment Advisors
Georgia
$1.43M -$30K -1,626 -2%
SBA
262
Secrest Blakey & Associates
North Carolina
$1.43M +$41.8K +2,265 +3%
KIC
263
Keating Investment Counselors
Florida
$1.43M +$130K +7,080 +10%
Luther King Capital Management (LKCM)
264
Luther King Capital Management (LKCM)
Texas
$1.42M -$1.32M – –
EH
265
Equitable Holdings
New York
$1.42M +$302K +16,389 +27%
ANTB
266
AMG National Trust Bank
Colorado
$1.42M -$374K -20,301 -21%
OWM
267
Opes Wealth Management
California
$1.39M -$122K -6,633 -8%
Stifel Financial
268
Stifel Financial
Missouri
$1.39M -$155K -8,394 -10%
LWM
269
Loveless Wealth Management
Montana
$1.37M +$37.2K +2,016 +3%
GCA
270
Genesee Capital Advisors
New York
$1.35M +$359K +19,458 +36%
H
271
HoyleCohen
California
$1.34M +$49.9K +2,706 +4%
AT
272
Arden Trust
Delaware
$1.32M -$2.26M -122,475 -63%
BAM
273
Belpointe Asset Management
Nevada
$1.32M -$5.75K -312 -0.4%
EFS
274
Essex Financial Services
Connecticut
$1.32M +$2.54K +138 +0.2%
WWM
275
Western Wealth Management
Colorado
$1.32M +$62.2K +3,375 +5%
9 10
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