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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 %
PCMC
301
Private Capital Management (Colorado)
Colorado
$971K – – –
JPMorgan Chase & Co
302
JPMorgan Chase & Co
New York
$951K +$46.8K +2,424 +5%
EE
303
EWG Elevate
California
$941K +$941K +48,765 New
Stifel Financial
304
Stifel Financial
Missouri
$934K +$202K +10,476 +28%
ASN
305
Advisory Services Network
Georgia
$917K +$395K +20,439 +76%
RWRC
306
R.W. Roge & Company
New York
$917K +$917K +47,703 New
BWAM
307
Boyd Watterson Asset Management
Ohio
$885K – – –
TW
308
Transform Wealth
Colorado
$856K -$43.1K -2,232 -5%
BCWM
309
Blue Chip Wealth Management
Florida
$852K +$384K +19,896 +82%
US Bancorp
310
US Bancorp
Minnesota
$846K +$90.8K +4,698 +12%
CHA
311
Carmichael Hill & Associates
Maryland
$842K +$139K +7,218 +20%
MWP
312
Meridian Wealth Partners
Pennsylvania
$841K +$841K +43,563 New
GDP
313
Great Diamond Partners
Maine
$839K +$839K +43,500 New
SA
314
Strategic Advisors
New York
$835K +$369K +19,110 +79%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$828K +$1.1K +57 +0.1%
MMHP
316
Murphy Middleton Hinkle & Parker
Georgia
$828K +$42.3K +2,190 +5%
IAS
317
IMA Advisory Services
Colorado
$823K -$80.8K -4,188 -9%
VCWA
318
Vanguard Capital Wealth Advisors
Colorado
$821K +$50.7K +2,631 +7%
AWM
319
Argent Wealth Management
Massachusetts
$817K +$817K +42,294 New
DTC
320
Davidson Trust Company
Washington
$816K +$816K +42,342 New
EWM
321
Edge Wealth Management
New York
$791K -$113K -5,874 -13%
SMG
322
Smart Money Group
Texas
$791K +$7.36K +381 +0.9%
LAIC
323
Lederer & Associates Investment Counsel
California
$788K +$371K +19,239 +89%
WWM
324
WT Wealth Management
Arizona
$782K -$29.1K -1,509 -4%
GHA
325
GW Henssler & Associates
Georgia
$777K -$25.4K -1,314 -3%
11 12
13
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