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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
Charles Schwab Investment Advisory
California
$602M
2
WANY
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$369M
5
Ameriprise
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
Manning & Napier Group
New York
$7.54M
2
SMG
Spectrum Management Group
Indiana
$611K
3
JIP
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
351
Thoroughbred Financial Services
Tennessee
$640K +$63.7K +3,300 +11%
TL
352
TrueWealth LLC
Georgia
$638K +$5.79K +300 +0.9%
LWMM
353
Legacy Wealth Management (Mississippi)
Mississippi
$637K +$637K +33,000 New
CMBA
354
C.M. Bidwell & Associates
Hawaii
$633K +$195K +10,119 +45%
KCPG
355
Kavar Capital Partners Group
Kansas
$626K -$290 -15 -0%
RBCM
356
Raub Brock Capital Management
California
$625K +$11.9K +618 +2%
KJWM
357
Kiley Juergens Wealth Management
Washington
$612K +$6.77K +351 +1%
SMG
358
Spectrum Management Group
Indiana
$611K -$3.75M -194,595 -86%
SEI Investments
359
SEI Investments
Pennsylvania
$609K +$42.8K +2,202 +8%
BPA
360
Beacon Pointe Advisors
California
$599K +$128K +6,651 +27%
CP
361
Corbenic Partners
Pennsylvania
$598K +$598K +30,975 New
PCWA
362
Pacific Capital Wealth Advisors
California
$594K +$594K +30,762 New
SS
363
Simplicity Solutions
Minnesota
$590K +$590K +30,561 New
SFA
364
Sequoia Financial Advisors
Ohio
$583K +$5.44K +282 +0.9%
JG
365
Jefferies Group
New York
$575K – – –
JWCA
366
J.W. Cole Advisors
Florida
$573K +$573K +29,655 New
TPWA
367
TRUE Private Wealth Advisors
Oregon
$563K +$58 +3 +0%
CWM
368
Centric Wealth Management
Illinois
$553K -$245K -12,699 -31%
KC
369
Kingfisher Capital
North Carolina
$550K +$265K +13,701 +93%
BPWA
370
Beacon Pointe Wealth Advisors
California
$546K -$61.6K -3,192 -10%
NEGWA
371
New England Guild Wealth Advisors
Connecticut
$544K – – –
JIC
372
Johnson Investment Counsel
Ohio
$541K -$228K -11,820 -30%
BCA
373
Bay Colony Advisors
Massachusetts
$541K +$79.5K +4,026 +17%
PL
374
Plancorp LLC
Missouri
$529K +$3.76K +195 +0.7%
NC
375
NovaPoint Capital
Georgia
$529K +$529K +27,393 New
13 14
15
16 17