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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 %
BFPW
376
BOK Financial Private Wealth
Colorado
$563K -$342K -19,788 -38%
AWM
377
Aprio Wealth Management
Georgia
$561K +$15.5K +900 +3%
PL
378
Plancorp LLC
Missouri
$560K +$34.7K +2,010 +7%
VWA
379
V Wealth Advisors
Kansas
$547K -$58.2K -3,375 -10%
KA
380
Kovack Advisors
Florida
$547K -$53.1K -3,075 -9%
BW
381
Bison Wealth
Georgia
$545K +$672 +39 +0.1%
MFW
382
Meristem Family Wealth
Minnesota
$543K – – –
Northern Trust
383
Northern Trust
Illinois
$542K -$12K -693 -2%
CAN
384
Cetera Advisor Networks
California
$542K +$75.4K +4,377 +16%
HFBOT
385
Home Federal Bank of Tennessee
Tennessee
$532K – – –
JPLA
386
Joseph P. Lucia & Associates
New York
$529K +$42.1K +2,442 +9%
BFG
387
Bouchey Financial Group
New York
$525K -$19.5K -1,131 -4%
GWM
388
Gray Wealth Management
Maine
$522K -$6.48K -375 -1%
BRWA
389
B. Riley Wealth Advisors
Florida
$521K +$13.9K +804 +3%
EWM
390
Empirical Wealth Management
Washington
$519K -$83.4K -4,830 -14%
Renaissance Technologies
391
Renaissance Technologies
New York
$518K -$466K -27,000 -47%
GVAG
392
Great Valley Advisor Group
Delaware
$518K -$223K -12,897 -30%
TPWA
393
TRUE Private Wealth Advisors
Oregon
$503K +$52 +3 +0%
SEI Investments
394
SEI Investments
Pennsylvania
$502K -$659K -38,343 -57%
KF
395
Krilogy Financial
Missouri
$491K -$38.7K -2,241 -7%
NEGWA
396
New England Guild Wealth Advisors
Connecticut
$486K – – –
NNP
397
Nachman Norwood & Parrott
South Carolina
$484K -$30K -1,737 -6%
BCA
398
Bay Colony Advisors
Massachusetts
$481K +$25.8K +1,497 +6%
FRA
399
Front Row Advisors
California
$481K +$44.8K +2,598 +10%
GDP
400
Great Diamond Partners
Maine
$480K +$12K +699 +3%
14 15
16
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