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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 %
RRWA
426
Rainey & Randall Wealth Advisors
Florida
$408K +$1.87K +108 +0.5%
EIA
427
Eldridge Investment Advisors
New Hampshire
$407K +$26.4K +1,530 +7%
BCP
428
Blue Chip Partners
Michigan
$406K +$406K +23,550 New
NFG
429
Nations Financial Group
Iowa
$400K – – –
HA
430
Hamel Associates
New Jersey
$399K +$95.8K +5,550 +32%
FWP
431
FAS Wealth Partners
Kansas
$399K +$399K +23,151 New
PAS
432
Partnervest Advisory Services
California
$397K +$28.5K +1,653 +8%
IA
433
IFG Advisory
Georgia
$395K – – –
WCM
434
Windham Capital Management
Massachusetts
$388K – – –
SB
435
Sunflower Bank
Texas
$385K +$385K +22,371 New
CW
436
CreativeOne Wealth
Kansas
$383K -$162K -9,372 -30%
PB
437
Pinnacle Bancorp
Nebraska
$380K +$280K +16,254 +281%
AA
438
Ancora Advisors
Ohio
$379K +$26.4K +1,530 +7%
WCM
439
Whitener Capital Management
North Carolina
$378K +$2.02K +117 +0.5%
AL
440
Aspiriant LLC
California
$377K – – –
CCG
441
Cypress Capital Group
Florida
$375K +$37K +2,145 +11%
SB
442
Strategic Blueprint
Georgia
$371K – – –
GHA
443
GW Henssler & Associates
Georgia
$368K -$229K -13,290 -38%
EWF
444
Epstein & White Financial
California
$368K -$12.5K -726 -3%
EWM
445
EPG Wealth Management
Georgia
$363K +$777 +45 +0.2%
MAS
446
Madden Advisory Services
Florida
$362K – – –
HIM
447
HawsGoodwin Investment Management
Tennessee
$361K -$519K -30,066 -59%
DSC
448
Duncker Streett & Co
Missouri
$358K +$27.4K +1,593 +8%
KWM
449
Kingsview Wealth Management
Oregon
$356K -$18.6K -1,077 -5%
OWP
450
Obermeyer Wealth Partners
Colorado
$356K – – –
16 17
18
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