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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 %
ISWM
351
Independent Solutions Wealth Management
New York
$665K -$9K -522 -1%
WF
352
Welch & Forbes
Massachusetts
$665K – – –
TFGT
353
TS Financial Group (TSFG)
Illinois
$663K +$518 +30 +0.1%
BCWM
354
Blue Chip Wealth Management
Florida
$658K -$60.4K -3,504 -8%
ACM
355
AlphaStar Capital Management
North Carolina
$652K -$4.43K -249 -0.7%
LF
356
LifeSteps Financial
California
$644K +$4.09K +237 +0.6%
MA
357
MONECO Advisors
Connecticut
$642K +$6.21K +360 +1%
LAIC
358
Lederer & Associates Investment Counsel
California
$632K -$31.6K -1,830 -5%
RWM
359
Rench Wealth Management
Texas
$632K +$8.69K +504 +1%
MIAN
360
Mariner Independent Advisor Network
Kansas
$626K -$716K -41,733 -53%
BOM
361
Bank of Marin
California
$626K +$336K +19,464 +116%
KC
362
Kingfisher Capital
North Carolina
$624K +$14.7K +855 +2%
CFMC
363
Curbstone Financial Management Corp
New Hampshire
$611K +$9.84K +570 +2%
HA
364
Harborview Advisors
Maine
$605K -$274K -15,867 -31%
AWM
365
Avior Wealth Management
Nebraska
$605K -$4.24K -246 -0.7%
MAFM
366
Mid Atlantic Financial Management
Pennsylvania
$604K -$104K -6,033 -15%
HI
367
Hudock Inc
Pennsylvania
$603K +$66.5K +3,858 +12%
LFG
368
LifePlan Financial Group
Ohio
$603K +$359K +20,814 +147%
IAS
369
IMA Advisory Services
Colorado
$596K -$46.4K -2,688 -7%
MCP
370
Martin Capital Partners
Oregon
$593K -$17.6K -1,020 -3%
Lido Advisors
371
Lido Advisors
California
$590K +$104 +6 +0%
FC
372
Fusion Capital
South Carolina
$587K -$6.99K -405 -1%
YWP
373
YorkBridge Wealth Partners
New York
$583K -$5.53K -321 -0.9%
CF
374
Centaurus Financial
California
$567K +$163K +9,468 +40%
MCM
375
Maxim Capital Management
California
$564K -$2.37M -131,307 -81%
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