SCHD icon

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 %
SHA
276
Seneca House Advisors
Virginia
$1.12M -$2.49K -129 -0.2%
WCG
277
Weaver Consulting Group
California
$1.11M – – –
BW
278
Bison Wealth
Georgia
$1.11M +$144K +7,464 +15%
Fisher Asset Management
279
Fisher Asset Management
Washington
$1.1M +$1.1M +57,162 New
SMM
280
Stadion Money Management
Georgia
$1.09M – – –
MA
281
MCF Advisors
Kentucky
$1.09M -$212K -10,974 -16%
SFSG
282
Stearns Financial Services Group
North Carolina
$1.08M +$10.2K +528 +1%
DTIM
283
Danda Trouve Investment Management
Kansas
$1.08M +$1.08M +55,677 New
SBA
284
Secrest Blakey & Associates
North Carolina
$1.07M -$378K -19,578 -26%
VCAM
285
Van Cleef Asset Management
Ohio
$1.07M +$116K +5,991 +12%
ACA
286
Ackerman Capital Advisors
Texas
$1.07M +$19.2K +993 +2%
HA
287
Harborview Advisors
Maine
$1.07M -$64.5K -3,342 -6%
CF
288
Centaurus Financial
California
$1.06M +$46.6K +2,415 +5%
EAM
289
Evanson Asset Management
California
$1.06M +$22.9K +1,188 +2%
FC
290
Fusion Capital
South Carolina
$1.05M +$1.05M +54,285 New
PCG
291
Private Capital Group
Connecticut
$1.05M -$16.3K -846 -2%
LWAC
292
Laurel Wealth Advisors (California)
California
$1.04M -$191K -9,906 -16%
GIA
293
GHP Investment Advisors
Colorado
$1.02M -$7.3K -378 -0.7%
ACA
294
Atlas Capital Advisors
Wyoming
$1.01M -$6.02K -312 -0.6%
GVAG
295
Great Valley Advisor Group
Delaware
$996K +$144K +7,467 +17%
SFSIG
296
San Francisco Sentry Investment Group
California
$988K +$13.3K +687 +1%
HIM
297
HawsGoodwin Investment Management
Tennessee
$986K +$986K +51,057 New
SFG
298
StrategIQ Financial Group
Indiana
$984K -$15.8K -816 -2%
GAM
299
Garrison Asset Management
Arkansas
$974K +$9.27K +480 +1%
FNBOMD
300
First National Bank of Mount Dora
Florida
$973K – – –
10 11
12
13 14