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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 %
SMG
326
Smart Money Group
Texas
$703K +$89.4K +5,967 +15%
BWAM
327
Boyd Watterson Asset Management
Ohio
$684K -$3.92K -261 -0.6%
TW
328
Transform Wealth
Colorado
$675K +$10.5K +702 +2%
US Bancorp
329
US Bancorp
Minnesota
$675K +$18.5K +1,233 +3%
LWAC
330
Laurel Wealth Advisors (California)
California
$673K -$137K -9,159 -17%
SFSIG
331
San Francisco Sentry Investment Group
California
$663K -$105K -6,966 -14%
CHA
332
Carmichael Hill & Associates
Maryland
$657K +$3.15K +210 +0.5%
Susquehanna International Group
333
Susquehanna International Group
Pennsylvania
$651K +$651K +43,410 New
GVAG
334
Great Valley Advisor Group
Delaware
$643K -$129K -8,634 -17%
MMHP
335
Murphy Middleton Hinkle & Parker
Georgia
$643K – – –
BCWM
336
Bartlett & Co Wealth Management
Ohio
$639K -$4K -267 -0.6%
MWM
337
Meridian Wealth Management
Kentucky
$639K +$134K +8,931 +26%
BC
338
Bartlett & Co
Ohio
$639K +$639K +42,621 New
BCWM
339
Blue Chip Wealth Management
Florida
$625K -$37K -2,466 -6%
WCM
340
WealthBridge Capital Management
Ohio
$624K +$624K +41,586 New
MWP
341
Meridian Wealth Partners
Pennsylvania
$617K -$35.8K -2,391 -5%
MAFM
342
Mid Atlantic Financial Management
Pennsylvania
$615K +$95.1K +6,348 +18%
CAM
343
Concorde Asset Management
Michigan
$604K +$5.72K +381 +1%
AIP
344
Almanack Investment Partners
Pennsylvania
$597K -$540K -36,045 -48%
BFA
345
Beaumont Financial Advisors
Massachusetts
$596K +$1.93K +129 +0.3%
KCPG
346
Kavar Capital Partners Group
Kansas
$594K +$108K +7,200 +22%
CIAS
347
Capital Investment Advisory Services
North Carolina
$590K +$32.2K +2,148 +6%
ACM
348
AlphaStar Capital Management
North Carolina
$588K -$384K -24,081 -39%
ISWM
349
Independent Solutions Wealth Management
New York
$586K -$12.6K -843 -2%
GIA
350
Guyasuta Investment Advisors
Pennsylvania
$585K +$585K +39,000 New
12 13
14
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