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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 %
EAM
301
Evanson Asset Management
California
$824K +$2.88K +192 +0.4%
BAM
302
Belpointe Asset Management
Nevada
$801K +$204K +13,581 +34%
PCG
303
Private Capital Group
Connecticut
$799K -$12.9K -858 -2%
ACA
304
Atlas Capital Advisors
Wyoming
$796K +$8.59K +573 +1%
GCA
305
Genesee Capital Advisors
New York
$794K -$152K -10,119 -16%
CAG
306
Csenge Advisory Group
Florida
$794K +$794K +52,962 New
BFPW
307
BOK Financial Private Wealth
Colorado
$786K -$198K -13,230 -20%
RFC
308
Regions Financial Corp
Alabama
$772K +$772K +51,495 New
DTC
309
Davidson Trust Company
Washington
$771K +$137K +9,126 +22%
SFSG
310
Stearns Financial Services Group
North Carolina
$770K -$67K -4,473 -8%
HIM
311
HawsGoodwin Investment Management
Tennessee
$765K -$945 -63 -0.1%
HA
312
Harborview Advisors
Maine
$763K -$63.9K -4,263 -8%
EH
313
Equitable Holdings
New York
$762K +$230K +15,351 +43%
SCA
314
Strategic Capital Advisers
Colorado
$758K +$203K +13,521 +37%
BWL
315
Bogart Wealth LLC
Virginia
$757K +$757K +50,511 New
RWM
316
RKL Wealth Management
Pennsylvania
$749K -$145K -9,690 -16%
VCAM
317
Van Cleef Asset Management
Ohio
$746K -$85.4K -5,700 -10%
GLLW
318
Graves Light Lenhart Wealth
Virginia
$731K +$731K +48,759 New
CWM
319
Centric Wealth Management
Illinois
$730K +$224K +12,699 +44%
JPMorgan Chase & Co
320
JPMorgan Chase & Co
New York
$728K -$11.2K -744 -2%
NFG
321
Next Financial Group
Texas
$724K +$124K +8,289 +21%
SFG
322
StrategIQ Financial Group
Indiana
$717K -$47.2K -3,150 -6%
RWRC
323
R.W. Roge & Company
New York
$715K – – –
PCMC
324
Private Capital Management (Colorado)
Colorado
$710K -$87.7K -5,850 -11%
ASN
325
Advisory Services Network
Georgia
$703K -$8.72K -582 -1%
11 12
13
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