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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 %
NFG
426
Nations Financial Group
Iowa
$347K +$159K +10,590 +84%
IA
427
IFG Advisory
Georgia
$343K -$31.6K -2,115 -8%
NFG
428
Nadler Financial Group
Illinois
$340K +$7.46K +498 +2%
KCM
429
Kanawha Capital Management
Virginia
$338K +$15.7K +1,047 +5%
WCM
430
Windham Capital Management
Massachusetts
$337K – – –
TP
431
Tranquility Partners
Tennessee
$336K +$76.1K +5,073 +29%
EIA
432
Eldridge Investment Advisors
New Hampshire
$331K +$331K +22,080 New
EWF
433
Epstein & White Financial
California
$329K +$3.14K +210 +1%
AL
434
Aspiriant LLC
California
$327K -$19.1K -1,278 -6%
WCM
435
Whitener Capital Management
North Carolina
$327K -$2.02K -135 -0.6%
KWM
436
Kingsview Wealth Management
Oregon
$326K +$25.8K +1,716 +9%
SAM
437
SignalPoint Asset Management
Missouri
$326K +$45.8K +3,051 +16%
SB
438
Strategic Blueprint
Georgia
$323K – – –
PTC
439
Private Trust Company
Ohio
$321K – – –
PAS
440
Partnervest Advisory Services
California
$320K +$320K +21,342 New
TWM
441
Triton Wealth Management
Arizona
$319K +$319K +19,098 New
SBH
442
Segall Bryant & Hamill
Illinois
$316K – – –
RWA
443
River Wealth Advisors
Pennsylvania
$315K -$54.3K -3,627 -15%
EWM
444
EPG Wealth Management
Georgia
$315K +$286K +19,068 +999%
MAS
445
Madden Advisory Services
Florida
$314K – – –
OWP
446
Obermeyer Wealth Partners
Colorado
$309K – – –
AA
447
Ancora Advisors
Ohio
$306K +$494 +33 +0.2%
AIC
448
Ameritas Investment Company
Nebraska
$306K +$150K +10,041 +96%
AFG
449
Arkansas Financial Group
Arkansas
$306K +$306K +20,457 New
Fidelity Investments
450
Fidelity Investments
Massachusetts
$303K -$78.2K -5,217 -21%
16 17
18
19 20