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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
+$20.5M
3
UBS Group
UBS Group
Switzerland
+$18.5M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
MAP
Milestone Advisory Partners
North Carolina
+$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$311M
2
CSIA
Charles Schwab Investment Advisory
California
-$159M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$103M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$66.1M
5
WANY
Wealthspire Advisors (New York)
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOMD
276
First National Bank of Mount Dora
Florida
$1.18M – – –
Bank of New York Mellon
277
Bank of New York Mellon
New York
$1.16M +$62.7K +3,636 +6%
WOSD
278
WFA of San Diego
California
$1.15M +$1.15M +66,351 New
EAM
279
Evanson Asset Management
California
$1.13M +$183K +10,581 +19%
AFA
280
Atlanta Financial Associates
Georgia
$1.13M -$21.9K -1,269 -2%
RCA
281
Resonant Capital Advisors
Wisconsin
$1.12M +$90.4K +5,241 +9%
SFG
282
Sage Financial Group
Pennsylvania
$1.12M -$258K -14,952 -19%
FWM
283
Frontier Wealth Management
Missouri
$1.12M -$42.6K -2,472 -4%
TPA
284
Trivium Point Advisory
Connecticut
$1.11M -$410K -23,532 -27%
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11M -$67.6K -3,924 -6%
LDFR
286
Lehman & Derafelo Financial Resources
Pennsylvania
$1.11M -$56.9K -3,300 -5%
WFG
287
Wills Financial Group
Virginia
$1.1M -$61.3K -3,555 -5%
SHA
288
Seneca House Advisors
Virginia
$1.1M +$5.38K +312 +0.5%
GIA
289
GHP Investment Advisors
Colorado
$1.08M +$76.6K +4,440 +8%
Fisher Asset Management
290
Fisher Asset Management
Washington
$1.08M +$1.08M +62,511 New
William Blair & Company
291
William Blair & Company
Illinois
$1.07M -$3.11K -180 -0.3%
PPP
292
Private Portfolio Partners
New Jersey
$1.07M -$21.8K -1,266 -2%
GGI
293
GPM Growth Investors
Michigan
$1.06M -$496K -28,752 -32%
EH
294
Equitable Holdings
New York
$1.05M +$171K +9,933 +20%
WCG
295
Weaver Consulting Group
California
$1.03M – – –
AIP
296
Almanack Investment Partners
Pennsylvania
$1.02M +$328K +19,020 +48%
BBPWM
297
Blue Bell Private Wealth Management
Pennsylvania
$1M -$32K -1,857 -3%
PTP
298
Platform Technology Partners
New York
$998K +$998K +57,846 New
TFS
299
TrustCore Financial Services
Tennessee
$996K -$306K -17,754 -24%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$988K -$988K – –
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