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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 %
EA
276
Emerald Advisors
Washington
$1.31M +$12.4K +675 +1%
TAM
277
Townsend Asset Management
North Carolina
$1.3M -$172K -9,309 -12%
FWM
278
Frontier Wealth Management
Missouri
$1.3M +$103K +5,589 +9%
PTP
279
Platform Technology Partners
New York
$1.29M +$219K +11,889 +21%
FNBOMD
280
First National Bank of Mount Dora
Florida
$1.28M +$24.9K +1,350 +2%
FC
281
Financial Consulate
Maryland
$1.28M -$64.5K -3,498 -5%
ACM
282
Alpha Capital Management
Texas
$1.27M -$53.4K -2,898 -4%
RC
283
Rovin Capital
Arizona
$1.27M -$28.4K -1,542 -2%
HL
284
HeadInvest LLC
Maine
$1.25M -$83.8K -4,545 -6%
BPA
285
Beacon Pointe Advisors
California
$1.25M -$239K -12,960 -16%
AC
286
Abbrea Capital
California
$1.23M -$75.5K -4,098 -6%
AFA
287
Atlanta Financial Associates
Georgia
$1.21M +$5.25K +285 +0.4%
Northern Trust
288
Northern Trust
Illinois
$1.21M +$630K +34,206 +109%
JPMorgan Chase & Co
289
JPMorgan Chase & Co
New York
$1.2M +$349K +19,071 +41%
GIA
290
GHP Investment Advisors
Colorado
$1.19M +$35.7K +1,938 +3%
BCMO
291
Buckingham Capital Management (Ohio)
Ohio
$1.19M +$1.19M +64,404 New
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.18M -$4.2K -228 -0.4%
LDFR
293
Lehman & Derafelo Financial Resources
Pennsylvania
$1.18M – – –
SHA
294
Seneca House Advisors
Virginia
$1.17M -$2.32K -126 -0.2%
WOSD
295
WFA of San Diego
California
$1.17M -$51.7K -2,805 -4%
PPP
296
Private Portfolio Partners
New Jersey
$1.15M +$13.2K +717 +1%
SFG
297
Sage Financial Group
Pennsylvania
$1.11M -$84.1K -4,563 -7%
CAL
298
Capital Analysts LLC
Pennsylvania
$1.11M +$940K +51,000 +563%
WCG
299
Weaver Consulting Group
California
$1.1M – – –
SFA
300
Sequoia Financial Advisors
Ohio
$1.09M +$184K +9,987 +20%
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