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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 %
FWM
401
Frontier Wealth Management
Missouri
$466K -$307K -15,894 -40%
CGL
402
Clarius Group LLC
Washington
$466K – – –
Northern Trust
403
Northern Trust
Illinois
$459K +$459K +23,763 New
RRWA
404
Rainey & Randall Wealth Advisors
Florida
$452K +$3.65K +189 +0.8%
AL
405
Aspiriant LLC
California
$446K – – –
BRWA
406
B. Riley Wealth Advisors
Florida
$440K +$24.2K +1,254 +6%
WCM
407
Windham Capital Management
Massachusetts
$434K – – –
NSAM
408
North Star Asset Management
Wisconsin
$434K – – –
ZIM
409
Zacks Investment Management
Illinois
$434K +$434K +22,488 New
NFG
410
Nadler Financial Group
Illinois
$428K +$26.9K +1,392 +7%
WP
411
WMS Partners
Maryland
$426K +$8.46K +438 +2%
S
412
SignatureFD
Georgia
$426K +$45.2K +2,343 +12%
AC
413
Alley Company
Illinois
$424K +$1.85K +96 +0.4%
WCM
414
Whitener Capital Management
North Carolina
$423K +$11.6K +600 +3%
EWF
415
Epstein & White Financial
California
$421K +$3.01K +156 +0.7%
SB
416
Strategic Blueprint
Georgia
$416K +$34.8K +1,800 +9%
KCM
417
Kanawha Capital Management
Virginia
$415K – – –
PPP
418
Private Portfolio Partners
New Jersey
$415K +$25K +1,296 +6%
PTC
419
Private Trust Company
Ohio
$413K +$413K +21,417 New
TIA
420
Traphagen Investment Advisors
New Jersey
$409K -$19.8K -1,026 -5%
SBH
421
Segall Bryant & Hamill
Illinois
$406K -$19.4K -1,005 -5%
MAS
422
Madden Advisory Services
Florida
$405K – – –
EWM
423
Empirical Wealth Management
Washington
$399K -$139K -7,230 -26%
OWP
424
Obermeyer Wealth Partners
Colorado
$398K -$40.2K -2,082 -9%
AA
425
Ancora Advisors
Ohio
$394K -$13.6K -705 -3%
15 16
17
18 19