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 %
TL
376
TrueWealth LLC
Georgia
$495K +$45 +3 +0%
BAAM
377
Baker Avenue Asset Management
California
$491K -$1.47M -98,010 -75%
VCM
378
Vivaldi Capital Management
Illinois
$482K +$482K +32,163 New
Northern Trust
379
Northern Trust
Illinois
$481K +$125K +8,328 +35%
AWM
380
Aprio Wealth Management
Georgia
$474K +$474K +31,623 New
BW
381
Bison Wealth
Georgia
$473K -$386K -25,776 -45%
BFG
382
Bouchey Financial Group
New York
$473K -$24K -1,602 -5%
CW
383
CreativeOne Wealth
Kansas
$473K +$83.5K +5,568 +21%
MFW
384
Meristem Family Wealth
Minnesota
$472K +$472K +31,500 New
HI
385
Hudock Inc
Pennsylvania
$466K +$363K +24,246 +353%
HFBOT
386
Home Federal Bank of Tennessee
Tennessee
$463K +$463K +30,855 New
KF
387
Krilogy Financial
Missouri
$460K +$291K +19,437 +172%
PL
388
Plancorp LLC
Missouri
$457K +$45.7K +3,048 +11%
GWM
389
Gray Wealth Management
Maine
$457K +$457K +30,579 New
JG
390
Jefferies Group
New York
$446K – – –
NNP
391
Nachman Norwood & Parrott
South Carolina
$446K +$446K +29,769 New
BAM
392
Bellevue Asset Management
Washington
$445K +$26.6K +1,587 +6%
RBCM
393
Raub Brock Capital Management
California
$443K -$42.7K -2,847 -9%
BRWA
394
B. Riley Wealth Advisors
Florida
$441K +$99.2K +6,615 +29%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$437K +$90 +6 +0%
BAC
396
Boys Arnold & Co
North Carolina
$429K +$60.5K +4,038 +16%
WPW
397
Waldron Private Wealth
Pennsylvania
$429K +$429K +28,635 New
FRA
398
Front Row Advisors
California
$427K +$203K +12,027 +91%
JPLA
399
Joseph P. Lucia & Associates
New York
$423K +$16.7K +1,116 +4%
NEGWA
400
New England Guild Wealth Advisors
Connecticut
$422K – – –
14 15
16
17 18