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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 %
TFGT
326
TS Financial Group (TSFG)
Illinois
$775K +$14.8K +765 +2%
NFG
327
Next Financial Group
Texas
$773K +$273K +14,157 +55%
ISWM
328
Independent Solutions Wealth Management
New York
$771K +$771K +39,930 New
CAM
329
Concorde Asset Management
Michigan
$770K +$12.5K +648 +2%
BAM
330
Belpointe Asset Management
Nevada
$768K +$268K +13,869 +54%
BFA
331
Beaumont Financial Advisors
Massachusetts
$765K +$208K +10,764 +37%
Chevy Chase Trust
332
Chevy Chase Trust
Maryland
$759K -$85.1K -4,404 -10%
GSIS
333
Global Strategic Investment Solutions
Arizona
$747K +$5.68K +294 +0.8%
WF
334
Welch & Forbes
Massachusetts
$744K – – –
MA
335
MONECO Advisors
Connecticut
$742K +$36.9K +1,875 +5%
HSA
336
HBK Sorce Advisory
Pennsylvania
$734K -$2.38K -123 -0.3%
TFA
337
Teamwork Financial Advisors
Texas
$730K +$730K +37,827 New
YWP
338
YorkBridge Wealth Partners
New York
$728K +$18.3K +945 +3%
CIAS
339
Capital Investment Advisory Services
North Carolina
$719K -$99.4K -5,145 -12%
RWM
340
Rench Wealth Management
Texas
$715K -$60.9K -3,153 -8%
SCA
341
Strategic Capital Advisers
Colorado
$715K +$66.6K +3,450 +10%
CFGS
342
Concourse Financial Group Securities
Alabama
$684K -$14K -726 -2%
MCP
343
Martin Capital Partners
Oregon
$684K +$74.4K +3,855 +12%
EH
344
Equitable Holdings
New York
$684K +$684K +35,451 New
PP
345
Patten & Patten
Tennessee
$672K +$315K +16,320 +88%
MAFM
346
Mid Atlantic Financial Management
Pennsylvania
$670K +$108K +5,580 +19%
HA
347
Hamel Associates
New Jersey
$661K -$38.1K -1,971 -5%
AWM
348
Avior Wealth Management
Nebraska
$653K +$87.1K +4,515 +15%
MWM
349
Meridian Wealth Management
Kentucky
$651K -$11.6K -603 -2%
BFG
350
Bouchey Financial Group
New York
$640K -$2.24M -116,289 -78%
12 13
14
15 16