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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 %
JPLA
376
Joseph P. Lucia & Associates
New York
$523K -$6.37K -330 -1%
IC
377
Intersect Capital
California
$523K – – –
CAN
378
Cetera Advisor Networks
California
$521K -$31.2K -1,620 -6%
Lido Advisors
379
Lido Advisors
California
$521K +$174 +9 +0%
WC
380
Whitnell & Co
Illinois
$513K +$27.5K +1,425 +6%
Cerity Partners
381
Cerity Partners
New York
$510K +$277K +14,343 +119%
GCA
382
Gradient Capital Advisors
California
$507K -$14.7K -762 -3%
BIM
383
Baldwin Investment Management
Pennsylvania
$504K +$43.1K +2,232 +9%
CW
384
CreativeOne Wealth
Kansas
$501K +$34.3K +1,779 +7%
BCI
385
Brinker Capital Investments
Pennsylvania
$496K +$3.59K +186 +0.7%
CFMC
386
Curbstone Financial Management Corp
New Hampshire
$496K +$53.9K +2,790 +12%
Fidelity Investments
387
Fidelity Investments
Massachusetts
$491K +$38.2K +1,977 +8%
B
388
Bailard
California
$486K – – –
IA
389
IFG Advisory
Georgia
$483K +$9.54K +495 +2%
BAM
390
Bellevue Asset Management
Washington
$482K +$482K +24,969 New
NL
391
NWAM LLC
Washington
$479K +$35.8K +1,854 +8%
HL
392
HeadInvest LLC
Maine
$479K +$200K +10,350 +72%
RWA
393
River Wealth Advisors
Pennsylvania
$476K +$62.4K +3,234 +15%
PWA
394
Physician Wealth Advisors
Utah
$475K – – –
CBA
395
Coastal Bridge Advisors
Connecticut
$475K – – –
GLA
396
Good Life Advisors
Pennsylvania
$475K +$11.6K +597 +2%
BAC
397
Boys Arnold & Co
North Carolina
$475K +$106K +5,505 +29%
Millennium Management
398
Millennium Management
New York
$473K -$418K -21,615 -47%
AMM
399
American Money Management
California
$471K -$12K -621 -2%
LRPA
400
L. Roy Papp & Associates
Arizona
$471K +$42K +2,175 +10%
14 15
16
17 18