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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 %
Citadel Advisors
301
Citadel Advisors
Florida
$1.08M +$1.08M +58,821 New
AWMG
302
Alliance Wealth Management Group
New Jersey
$1.08M -$217K -11,793 -17%
TCM
303
Towercrest Capital Management
Pennsylvania
$1.08M -$217K -11,793 -17%
WFG
304
Wills Financial Group
Virginia
$1.08M -$96.7K -5,247 -8%
PWP
305
Principle Wealth Partners
Connecticut
$1.08M -$685K -37,143 -39%
SFS
306
Sowell Financial Services
Arkansas
$1.05M +$809K +43,908 +342%
SMM
307
Stadion Money Management
Georgia
$1.04M – – –
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$1.04M -$30.3K -1,647 -3%
EAM
309
Evanson Asset Management
California
$1.02M -$188K -10,191 -16%
PCG
310
Private Capital Group
Connecticut
$1.02M -$25.1K -1,362 -2%
KOMWMG
311
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M +$157K +8,505 +18%
LWAC
312
Laurel Wealth Advisors (California)
California
$1M +$173K +9,405 +21%
GIA
313
Guyasuta Investment Advisors
Pennsylvania
$1M +$224K +12,135 +29%
AWM
314
Adams Wealth Management
Utah
$983K +$30.2K +1,638 +3%
BFA
315
Beaumont Financial Advisors
Massachusetts
$979K -$19.8K -1,074 -2%
GAM
316
Garrison Asset Management
Arkansas
$970K -$830 -45 -0.1%
RC
317
RegentAtlantic Capital
New Jersey
$963K +$37K +2,007 +4%
GGI
318
GPM Growth Investors
Michigan
$931K -$203K -11,025 -18%
MS
319
Madden Securities
Texas
$930K +$218K +11,823 +31%
SP
320
SWS Partners
Ohio
$924K +$924K +50,151 New
RWM
321
RKL Wealth Management
Pennsylvania
$922K -$664 -36 -0.1%
SFSG
322
Stearns Financial Services Group
North Carolina
$921K -$18.4K -996 -2%
WIA
323
World Investment Advisors
California
$912K +$147K +7,983 +19%
NFG
324
Next Financial Group
Texas
$910K +$15.8K +855 +2%
SWRP
325
Summit Wealth & Retirement Planning
California
$907K -$774 -42 -0.1%
11 12
13
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