SCHD icon

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 %
BCM
351
Brasada Capital Management
Texas
$582K -$377K -25,098 -39%
WF
352
Welch & Forbes
Massachusetts
$578K – – –
LAIC
353
Lederer & Associates Investment Counsel
California
$576K -$35.5K -2,367 -6%
TFGT
354
TS Financial Group (TSFG)
Illinois
$576K -$26.6K -1,770 -4%
DW
355
Domani Wealth
Pennsylvania
$576K +$307K +20,472 +114%
IAS
356
IMA Advisory Services
Colorado
$558K -$81.2K -5,418 -13%
LF
357
LifeSteps Financial
California
$556K +$254K +16,911 +84%
MA
358
MONECO Advisors
Connecticut
$553K -$11.9K -792 -2%
RWM
359
Rench Wealth Management
Texas
$542K -$13.4K -891 -2%
CFGS
360
Concourse Financial Group Securities
Alabama
$540K +$8.95K +597 +2%
MCP
361
Martin Capital Partners
Oregon
$531K -$270 -18 -0.1%
KC
362
Kingfisher Capital
North Carolina
$530K +$103K +6,867 +24%
AWM
363
Avior Wealth Management
Nebraska
$529K +$21.9K +1,461 +4%
PCWA
364
Pacific Capital Wealth Advisors
California
$529K +$67.9K +4,527 +15%
VWA
365
V Wealth Advisors
Kansas
$526K +$526K +35,073 New
EWM
366
Empirical Wealth Management
Washington
$523K +$213K +14,220 +69%
LAS
367
Lloyd Advisory Services
Georgia
$523K +$498K +33,210 +1,987%
CFMC
368
Curbstone Financial Management Corp
New Hampshire
$522K +$137K +9,150 +36%
KA
369
Kovack Advisors
Florida
$521K -$2.03M -135,402 -80%
GHA
370
GW Henssler & Associates
Georgia
$519K -$84.5K -5,637 -14%
FC
371
Fusion Capital
South Carolina
$516K -$298K -19,854 -37%
SFA
372
Sequoia Financial Advisors
Ohio
$516K +$63.3K +4,221 +14%
Lido Advisors
373
Lido Advisors
California
$513K +$108K +7,206 +27%
YWP
374
YorkBridge Wealth Partners
New York
$512K -$53.1K -3,543 -9%
WWM
375
WT Wealth Management
Arizona
$496K -$111K -7,395 -18%
13 14
15
16 17