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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 %
BCP
426
Blue Chip Partners
Michigan
$460K +$25.4K +1,377 +6%
PB
427
Pinnacle Bancorp
Nebraska
$456K +$50.1K +2,718 +12%
SHWM
428
Silicon Hills Wealth Management
Texas
$455K -$23.8K -1,293 -5%
PAS
429
Partnervest Advisory Services
California
$451K +$27K +1,464 +6%
GVAG
430
Great Valley Advisor Group
Delaware
$441K -$114K -6,150 -20%
WCFA
431
Walkner Condon Financial Advisors
Wisconsin
$440K +$440K +23,856 New
RRWA
432
Rainey & Randall Wealth Advisors
Florida
$437K +$2.32K +126 +0.5%
IA
433
IFG Advisory
Georgia
$437K +$14.7K +801 +3%
RWRC
434
R.W. Roge & Company
New York
$436K -$31.3K -1,593 -7%
FWP
435
FAS Wealth Partners
Kansas
$431K +$4.15K +225 +1%
S
436
SignatureFD
Georgia
$428K -$73.6K -3,990 -15%
NFG
437
Nadler Financial Group
Illinois
$424K -$47.5K -2,580 -10%
SFM
438
Signet Financial Management
New Jersey
$420K -$11.3K -597 -3%
SB
439
Strategic Blueprint
Georgia
$419K +$22.3K +1,209 +6%
JG
440
Jefferies Group
New York
$417K -$55.6K -3,021 -12%
HA
441
Hamel Associates
New Jersey
$417K -$8.96K -486 -2%
NFG
442
Nations Financial Group
Iowa
$416K -$11.1K -600 -3%
HIM
443
HawsGoodwin Investment Management
Tennessee
$416K +$30.1K +1,635 +8%
WCM
444
Windham Capital Management
Massachusetts
$415K – – –
KCM
445
Kanawha Capital Management
Virginia
$415K +$160K +8,658 +63%
RRC
446
Relaxing Retirement Coach
Massachusetts
$412K +$412K +22,392 New
PP
447
Patten & Patten
Tennessee
$409K -$39.3K -2,130 -9%
AA
448
Ancora Advisors
Ohio
$405K +$608 +33 +0.2%
Mirae Asset Global Investments
449
Mirae Asset Global Investments
South Korea
$404K +$404K +21,900 New
AL
450
Aspiriant LLC
California
$402K – – –
16 17
18
19 20