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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 %
KOMWMG
326
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$797K +$797K +46,224 New
BWAM
327
Boyd Watterson Asset Management
Ohio
$786K – – –
US Bancorp
328
US Bancorp
Minnesota
$785K +$8.49K +492 +1%
LWAC
329
Laurel Wealth Advisors (California)
California
$775K +$1.91K +111 +0.2%
MWM
330
Meridian Wealth Management
Kentucky
$773K +$38K +2,205 +5%
Millennium Management
331
Millennium Management
New York
$772K +$772K +44,778 New
PPW
332
Pasadena Private Wealth
California
$759K -$128K -7,437 -14%
VCAM
333
Van Cleef Asset Management
Ohio
$742K -$117K -6,777 -14%
MMHP
334
Murphy Middleton Hinkle & Parker
Georgia
$740K – – –
PCMC
335
Private Capital Management (Colorado)
Colorado
$736K -$81.3K -4,710 -10%
GIA
336
Guyasuta Investment Advisors
Pennsylvania
$728K +$55.3K +3,207 +8%
CFGS
337
Concourse Financial Group Securities
Alabama
$719K +$97.7K +5,664 +16%
WCM
338
WealthBridge Capital Management
Ohio
$714K -$3.78K -219 -0.5%
CHA
339
Carmichael Hill & Associates
Maryland
$713K -$42.4K -2,460 -6%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$704K -$31.1K -1,800 -4%
BC
341
Bartlett & Co
Ohio
$704K -$31K -1,800 -4%
CAM
342
Concorde Asset Management
Michigan
$700K +$5.84K +339 +0.8%
PW
343
Price Wealth
Texas
$692K -$1.67M -96,681 -71%
Deutsche Bank
344
Deutsche Bank
Germany
$692K +$692K +40,128 New
MWP
345
Meridian Wealth Partners
Pennsylvania
$689K -$20.7K -1,203 -3%
TW
346
Transform Wealth
Colorado
$688K -$88.6K -5,136 -11%
KCPG
347
Kavar Capital Partners Group
Kansas
$679K -$4.87K -282 -0.7%
CIAS
348
Capital Investment Advisory Services
North Carolina
$672K -$7.46K -432 -1%
BCM
349
Brasada Capital Management
Texas
$669K – – –
MS
350
Madden Securities
Texas
$667K +$667K +38,643 New
12 13
14
15 16