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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 %
JIC
401
Johnson Investment Counsel
Ohio
$418K -$2.88K -192 -0.7%
SAM
402
Sawgrass Asset Management
Florida
$412K +$138K +9,225 +51%
GDP
403
Great Diamond Partners
Maine
$407K -$244K -16,320 -38%
IC
404
Intersect Capital
California
$406K – – –
CAN
405
Cetera Advisor Networks
California
$406K +$180 +12 +0%
MSA
406
Marino Stram & Associates
Massachusetts
$404K +$169K +11,232 +72%
EFS
407
Essex Financial Services
Connecticut
$402K +$402K +26,793 New
SA
408
Strategic Advisors
New York
$395K -$301K -18,708 -43%
BCA
409
Bay Colony Advisors
Massachusetts
$395K -$15.5K -1,032 -4%
BIM
410
Baldwin Investment Management
Pennsylvania
$391K +$135 +9 +0%
WP
411
WMS Partners
Maryland
$390K +$59.5K +3,972 +18%
SHWM
412
Silicon Hills Wealth Management
Texas
$390K +$385K +25,653 +7,567%
SFM
413
Signet Financial Management
New Jersey
$384K +$384K +23,175 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$382K -$639K -42,624 -63%
S
415
SignatureFD
Georgia
$377K +$45.8K +3,051 +14%
CBA
416
Coastal Bridge Advisors
Connecticut
$369K – – –
LRPA
417
L. Roy Papp & Associates
Arizona
$366K – – –
PP
418
Patten & Patten
Tennessee
$364K -$157K -10,503 -30%
AWM
419
Argent Wealth Management
Massachusetts
$362K -$298K -19,095 -45%
FM
420
Foster & Motley
Ohio
$361K +$88.2K +5,889 +32%
GCA
421
Gradient Capital Advisors
California
$357K -$36.2K -2,415 -9%
RRWA
422
Rainey & Randall Wealth Advisors
Florida
$353K +$1.8K +120 +0.5%
CF
423
Centaurus Financial
California
$351K -$473K -31,545 -57%
FNC
424
First National Corp
Massachusetts
$350K -$48.4K -59,022 -12%
Cerity Partners
425
Cerity Partners
New York
$350K -$46.8K -3,117 -12%
15 16
17
18 19