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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 %
PPW
351
Pasadena Private Wealth
California
$737K -$74.5K -4,044 -9%
MWP
352
Meridian Wealth Partners
Pennsylvania
$734K -$2.71K -147 -0.4%
BCWM
353
Bartlett & Co Wealth Management
Ohio
$732K -$20.4K -1,104 -3%
BC
354
Bartlett & Co
Ohio
$732K -$20.3K -1,104 -3%
CWM
355
Centric Wealth Management
Illinois
$730K +$730K +41,337 New
AWM
356
Avior Wealth Management
Nebraska
$729K +$83.3K +4,524 +13%
KC
357
Kingfisher Capital
North Carolina
$725K +$57.5K +3,117 +9%
KCPG
358
Kavar Capital Partners Group
Kansas
$722K -$3.71K -201 -0.5%
RWM
359
Rench Wealth Management
Texas
$720K +$44.1K +2,394 +7%
US Bancorp
360
US Bancorp
Minnesota
$715K -$124K -6,714 -15%
CFGS
361
Concourse Financial Group Securities
Alabama
$714K -$53.9K -2,925 -7%
MIAN
362
Mariner Independent Advisor Network
Kansas
$712K +$39.5K +2,142 +6%
WF
363
Welch & Forbes
Massachusetts
$711K – – –
TFGT
364
TS Financial Group (TSFG)
Illinois
$709K +$553 +30 +0.1%
Jane Street
365
Jane Street
New York
$699K -$165K -8,958 -19%
RF
366
RHS Financial
California
$698K +$698K +37,884 New
PCMC
367
Private Capital Management (Colorado)
Colorado
$693K -$92.6K -5,028 -12%
MA
368
MONECO Advisors
Connecticut
$686K -$443 -24 -0.1%
HI
369
Hudock Inc
Pennsylvania
$686K +$41.6K +2,256 +6%
BCM
370
Brasada Capital Management
Texas
$682K -$32.9K -1,785 -5%
MAFM
371
Mid Atlantic Financial Management
Pennsylvania
$682K -$26.9K -1,326 -4%
LF
372
LifeSteps Financial
California
$677K -$10.6K -576 -2%
CMBA
373
C.M. Bidwell & Associates
Hawaii
$674K +$170K +9,210 +34%
HPWM
374
Highland Private Wealth Management
Washington
$657K -$1.3M -70,329 -66%
Fisher Asset Management
375
Fisher Asset Management
Washington
$652K -$501K -27,165 -43%
13 14
15
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