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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 %
SMM
301
Stadion Money Management
Georgia
$977K – – –
PCG
302
Private Capital Group
Connecticut
$975K +$55.4K +3,210 +6%
CA
303
CapWealth Advisors
Tennessee
$963K -$285K -16,509 -23%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$962K -$1.01M -58,755 -51%
MCP
305
Mirador Capital Partners
California
$958K -$136K -7,905 -12%
BFA
306
Beaumont Financial Advisors
Massachusetts
$935K +$249K +14,415 +36%
GCA
307
Genesee Capital Advisors
New York
$930K +$16.1K +933 +2%
GAM
308
Garrison Asset Management
Arkansas
$908K -$607K -35,205 -40%
AWM
309
Adams Wealth Management
Utah
$892K -$287K -16,638 -24%
ACA
310
Atlas Capital Advisors
Wyoming
$884K -$32.1K -1,863 -4%
SFSG
311
Stearns Financial Services Group
North Carolina
$879K -$7.19K -417 -0.8%
RC
312
RegentAtlantic Capital
New Jersey
$867K -$1.97M -114,432 -69%
RWM
313
RKL Wealth Management
Pennsylvania
$863K +$776 +45 +0.1%
SFA
314
Sequoia Financial Advisors
Ohio
$850K +$256K +14,847 +43%
SWRP
315
Summit Wealth & Retirement Planning
California
$849K -$186K -10,770 -18%
SFSIG
316
San Francisco Sentry Investment Group
California
$844K +$81.9K +4,746 +11%
DTC
317
Davidson Trust Company
Washington
$843K -$44.6K -2,586 -5%
NFG
318
Next Financial Group
Texas
$837K +$3.37K +195 +0.4%
SMG
319
Smart Money Group
Texas
$833K +$23.5K +1,362 +3%
SFG
320
StrategIQ Financial Group
Indiana
$825K – – –
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$822K -$167K -9,669 -17%
PCWA
322
Pacific Capital Wealth Advisors
California
$810K +$201K +11,685 +33%
Jane Street
323
Jane Street
New York
$809K +$809K +46,872 New
JPMorgan Chase & Co
324
JPMorgan Chase & Co
New York
$803K -$34.4K -1,992 -4%
WIA
325
World Investment Advisors
California
$797K +$797K +41,496 New
11 12
13
14 15