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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 %
WIA
326
Wealthstreet Investment Advisors
Texas
$899K +$899K +48,759 New
TC
327
TAP Consulting
Missouri
$886K +$619K +33,546 +231%
PCWA
328
Pacific Capital Wealth Advisors
California
$866K – – –
SFSIG
329
San Francisco Sentry Investment Group
California
$864K -$38K -2,061 -4%
BJL
330
Brighton Jones LLC
Washington
$864K +$864K +46,848 New
SPIA
331
Steward Partners Investment Advisory
New York
$860K +$354K +19,197 +70%
SFG
332
StrategIQ Financial Group
Indiana
$858K -$23.7K -1,287 -3%
Lido Advisors
333
Lido Advisors
California
$852K +$221K +12,006 +35%
DTC
334
Davidson Trust Company
Washington
$845K -$55.1K -2,994 -6%
BWAM
335
Boyd Watterson Asset Management
Ohio
$840K – – –
CA
336
CapWealth Advisors
Tennessee
$834K -$196K -10,602 -19%
CHA
337
Carmichael Hill & Associates
Maryland
$820K +$57.6K +3,126 +8%
VCAM
338
Van Cleef Asset Management
Ohio
$809K +$16.4K +891 +2%
TFS
339
TrustCore Financial Services
Tennessee
$797K -$268K -14,514 -25%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$791K -$85.8K -4,659 -10%
MMHP
341
Murphy Middleton Hinkle & Parker
Georgia
$791K – – –
LFG
342
LifePlan Financial Group
Ohio
$790K +$146K +7,920 +23%
SMG
343
Smart Money Group
Texas
$781K -$108K -5,880 -12%
BAM
344
Blueshift Asset Management
New Jersey
$777K +$333K +18,093 +75%
WCM
345
WealthBridge Capital Management
Ohio
$769K +$6.8K +369 +0.9%
ACA
346
Atlas Capital Advisors
Wyoming
$766K -$178K -9,669 -19%
CAM
347
Concorde Asset Management
Michigan
$756K +$7.19K +390 +1%
CIAS
348
Capital Investment Advisory Services
North Carolina
$755K +$37.4K +2,031 +5%
BOM
349
Bank of Marin
California
$746K +$77.5K +4,203 +12%
PW
350
Price Wealth
Texas
$739K – – –
12 13
14
15 16