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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 %
HFBOT
401
Home Federal Bank of Tennessee
Tennessee
$569K – – –
GWM
402
Gray Wealth Management
Maine
$567K +$8K +432 +1%
PL
403
Plancorp LLC
Missouri
$565K -$33.1K -1,794 -6%
DAS
404
Dynamic Advisor Solutions
Arizona
$565K +$565K +30,672 New
TP
405
Tranquility Partners
Tennessee
$560K +$194K +10,524 +53%
BFG
406
Bouchey Financial Group
New York
$557K -$3.98K -216 -0.7%
KF
407
Krilogy Financial
Missouri
$557K +$32.2K +1,746 +6%
JPLA
408
Joseph P. Lucia & Associates
New York
$548K -$17K -921 -3%
MCP
409
Martin Capital Partners
Oregon
$540K -$93.7K -5,085 -15%
BAM
410
Bellevue Asset Management
Washington
$534K +$54.3K +2,946 +11%
SAM
411
Sawgrass Asset Management
Florida
$524K +$17.2K +930 +3%
NEGWA
412
New England Guild Wealth Advisors
Connecticut
$519K – – –
TPWA
413
TRUE Private Wealth Advisors
Oregon
$517K -$20.6K -1,119 -4%
BCA
414
Bay Colony Advisors
Massachusetts
$514K -$55 -3 -0%
DFG
415
Demars Financial Group
Washington
$510K +$41.4K +2,247 +9%
MSA
416
Marino Stram & Associates
Massachusetts
$503K +$7.18K +390 +1%
IC
417
Intersect Capital
California
$501K +$2.21K +120 +0.4%
PTC
418
Private Trust Company
Ohio
$495K – – –
GDP
419
Great Diamond Partners
Maine
$493K -$20.5K -1,113 -4%
WP
420
WMS Partners
Maryland
$482K +$1.11K +60 +0.2%
CAM
421
Cresset Asset Management
Illinois
$481K – – –
AWM
422
Aprio Wealth Management
Georgia
$475K -$124K -6,735 -21%
EIA
423
Eldridge Investment Advisors
New Hampshire
$471K +$36.1K +1,959 +8%
GCA
424
Gradient Capital Advisors
California
$468K +$31.5K +1,710 +7%
EWM
425
Empirical Wealth Management
Washington
$461K -$93.6K -5,076 -17%
15 16
17
18 19