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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 %
JIC
401
Johnson Investment Counsel
Ohio
$478K -$2.54K -147 -0.5%
SAM
402
Sawgrass Asset Management
Florida
$474K – – –
SPIA
403
Steward Partners Investment Advisory
New York
$473K +$381K +22,119 +415%
CMBA
404
C.M. Bidwell & Associates
Hawaii
$472K +$213K +12,345 +82%
BIM
405
Baldwin Investment Management
Pennsylvania
$471K +$20.8K +1,206 +5%
S
406
SignatureFD
Georgia
$469K +$35.8K +2,076 +8%
IC
407
Intersect Capital
California
$467K – – –
MSA
408
Marino Stram & Associates
Massachusetts
$464K – – –
PTC
409
Private Trust Company
Ohio
$463K +$94.3K +5,475 +26%
WLIM
410
White Lighthouse Investment Management
Massachusetts
$458K +$458K +26,526 New
WP
411
WMS Partners
Maryland
$450K +$880 +51 +0.2%
CAM
412
Cresset Asset Management
Illinois
$450K +$450K +26,079 New
BAM
413
Bellevue Asset Management
Washington
$449K -$9.48K -549 -2%
SHWM
414
Silicon Hills Wealth Management
Texas
$448K -$518 -30 -0.1%
AWM
415
Argent Wealth Management
Massachusetts
$442K – – –
NFG
416
Nadler Financial Group
Illinois
$442K +$50.3K +2,916 +13%
DFG
417
Demars Financial Group
Washington
$439K +$439K +25,437 New
OC
418
Oarsman Capital
Wisconsin
$432K +$432K +25,038 New
SFM
419
Signet Financial Management
New Jersey
$431K -$9.12K -480 -2%
LRPA
420
L. Roy Papp & Associates
Arizona
$421K – – –
WWM
421
WT Wealth Management
Arizona
$420K -$151K -8,775 -26%
PP
422
Patten & Patten
Tennessee
$419K – – –
BAM
423
Blueshift Asset Management
New Jersey
$415K +$415K +24,063 New
RWRC
424
R.W. Roge & Company
New York
$411K -$412K -23,892 -50%
GCA
425
Gradient Capital Advisors
California
$409K -$2.75K -159 -0.7%
15 16
17
18 19