SCHD icon

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 %
MWM
376
Meridian Wealth Management
Kentucky
$651K -$176K -9,528 -21%
HA
377
Harborview Advisors
Maine
$647K +$1.05K +57 +0.2%
JWCA
378
J.W. Cole Advisors
Florida
$635K +$635K +34,440 New
TW
379
Transform Wealth
Colorado
$628K -$107K -5,793 -15%
BCWM
380
Blue Chip Wealth Management
Florida
$625K -$78.5K -4,257 -11%
YWP
381
YorkBridge Wealth Partners
New York
$619K -$4.31K -234 -0.7%
FRA
382
Front Row Advisors
California
$618K +$25.5K +1,203 +4%
BIM
383
Baldwin Investment Management
Pennsylvania
$611K +$108K +5,862 +21%
KWM
384
Kingsview Wealth Management
Oregon
$610K +$229K +12,432 +60%
ISWM
385
Independent Solutions Wealth Management
New York
$602K -$108K -5,880 -15%
OC
386
Oarsman Capital
Wisconsin
$602K +$140K +7,608 +30%
BFPW
387
BOK Financial Private Wealth
Colorado
$601K – – –
MCP
388
Mirador Capital Partners
California
$600K -$424K -22,992 -41%
BRWA
389
B. Riley Wealth Advisors
Florida
$597K +$50.8K +2,808 +9%
NNP
390
Nachman Norwood & Parrott
South Carolina
$590K +$72.9K +3,954 +14%
Fidelity Investments
391
Fidelity Investments
Massachusetts
$588K +$276K +14,985 +89%
JIC
392
Johnson Investment Counsel
Ohio
$586K +$75.7K +4,107 +15%
BW
393
Bison Wealth
Georgia
$585K +$2.21K +120 +0.4%
IAS
394
IMA Advisory Services
Colorado
$583K -$53.5K -2,901 -8%
KA
395
Kovack Advisors
Florida
$583K -$1.38K -75 -0.2%
MFW
396
Meristem Family Wealth
Minnesota
$581K – – –
CAN
397
Cetera Advisor Networks
California
$578K -$1.83K -99 -0.3%
ACM
398
AlphaStar Capital Management
North Carolina
$576K -$133K -6,861 -19%
ERIM
399
Eagle Ridge Investment Management
Connecticut
$576K +$576K +31,251 New
FC
400
Fusion Capital
South Carolina
$574K -$53.3K -2,892 -8%
14 15
16
17 18