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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 %
BC
426
Brio Consultants
California
$392K +$3.65K +189 +0.9%
SLA
427
Silver Lake Advisory
Utah
$390K -$822K -42,543 -68%
BAM
428
Barrett Asset Management
New York
$390K – – –
HIC
429
Holderness Investments Company
North Carolina
$389K -$27.9K -1,446 -7%
LF
430
LifeSteps Financial
California
$389K +$389K +20,169 New
KWM
431
Kingsview Wealth Management
Oregon
$386K -$82K -4,248 -18%
BFC
432
Bedel Financial Consulting
Indiana
$386K – – –
Cetera Investment Advisers
433
Cetera Investment Advisers
Illinois
$384K +$42.4K +2,193 +12%
SWM
434
Segment Wealth Management
Texas
$381K +$579 +30 +0.2%
NEPWA
435
New England Private Wealth Advisors
Massachusetts
$376K -$13.8K -714 -4%
CAMG
436
CWA Asset Management Group
Florida
$374K +$5.74K +297 +2%
OCM
437
Orser Capital Management
Texas
$373K – – –
MSR
438
Main Street Research
Connecticut
$373K +$373K +19,299 New
CCP
439
Clarkston Capital Partners
Michigan
$365K -$20.2K -1,047 -5%
SAM
440
SignalPoint Asset Management
Missouri
$361K +$11.2K +582 +3%
SL
441
Salomon & Ludwin
Virginia
$359K – – –
SAM
442
Sawgrass Asset Management
Florida
$352K -$167K -8,685 -32%
FM
443
Foster & Motley
Ohio
$351K -$9.83K -510 -3%
QAM
444
QCI Asset Management
New York
$348K – – –
DW
445
Domani Wealth
Pennsylvania
$346K +$346K +17,925 New
3C
446
361 Capital
Colorado
$343K -$117K -6,048 -25%
CONA
447
Capital One National Association
New York
$343K +$343K +17,787 New
DSC
448
Duncker Streett & Co
Missouri
$337K -$319K -16,521 -49%
TP
449
Tranquility Partners
Tennessee
$334K – – –
RG
450
Rikoon Group
New Mexico
$331K – – –
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18
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