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 %
SEI Investments
276
SEI Investments
Pennsylvania
$1.01M +$541K +36,210 +116%
WFG
277
Wills Financial Group
Virginia
$1.01M -$33.4K -2,226 -3%
FWM
278
Frontier Wealth Management
Missouri
$1.01M +$646K +43,095 +179%
AFA
279
Atlanta Financial Associates
Georgia
$999K +$999K +66,636 New
Thrivent Financial for Lutherans
280
Thrivent Financial for Lutherans
Minnesota
$988K -$2.04M – –
AUB
281
Atlantic Union Bankshares
Virginia
$987K +$101K +6,717 +11%
LWM
282
Loveless Wealth Management
Montana
$985K +$17.7K +1,182 +2%
H
283
HoyleCohen
California
$973K -$7.83K -522 -0.8%
Bank of New York Mellon
284
Bank of New York Mellon
New York
$951K -$25.2K -1,680 -3%
SHA
285
Seneca House Advisors
Virginia
$950K +$81.1K +5,412 +9%
PPP
286
Private Portfolio Partners
New Jersey
$947K +$625K +41,649 +194%
HL
287
HeadInvest LLC
Maine
$939K +$567K +37,830 +153%
William Blair & Company
288
William Blair & Company
Illinois
$931K +$898K +59,901 +2,724%
Stifel Financial
289
Stifel Financial
Missouri
$923K +$197K +13,143 +27%
SWRP
290
Summit Wealth & Retirement Planning
California
$900K +$1.08K +72 +0.1%
RCA
291
Resonant Capital Advisors
Wisconsin
$898K +$11.9K +795 +1%
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$897K -$42.1K -2,805 -4%
WCG
293
Weaver Consulting Group
California
$897K -$17.8K -1,185 -2%
CWC
294
Carolinas Wealth Consulting
North Carolina
$885K +$848K +56,472 +2,263%
GIA
295
GHP Investment Advisors
Colorado
$875K +$79.5K +5,301 +10%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$858K +$626K +41,781 +270%
Renaissance Technologies
297
Renaissance Technologies
New York
$855K +$855K +57,000 New
SMM
298
Stadion Money Management
Georgia
$849K – – –
SP
299
SWS Partners
Ohio
$842K +$842K +56,160 New
PPW
300
Pasadena Private Wealth
California
$828K +$828K +51,465 New
10 11
12
13 14