SCHD icon

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 %
SW
451
SVB Wealth
Massachusetts
$330K -$55.4K -2,865 -14%
Betterment LLC
452
Betterment LLC
New York
$326K +$43K +2,232 +15%
TFA
453
Toth Financial Advisory
Virginia
$325K -$4.52K -234 -1%
CCA
454
Cobblestone Capital Advisors
New York
$321K +$1.74K +90 +0.5%
AF
455
Alerus Financial
North Dakota
$318K – – –
RPGK
456
Retirement Planning Group (Kansas)
Kansas
$318K – – –
DI
457
DFPG Investments
Utah
$318K +$58 +3 +0%
AWM
458
Apollon Wealth Management
South Carolina
$315K +$1.58K +81 +0.5%
RA
459
RFG Advisory
Alabama
$314K -$23.1K -1,197 -7%
EVM
460
Eaton Vance Management
Massachusetts
$314K +$314K +16,239 New
EI
461
Ellevest Inc
New York
$313K -$146K -7,563 -32%
MCM
462
Mengis Capital Management
Oregon
$313K -$14.8K -768 -5%
SWA
463
Stratos Wealth Advisors
Ohio
$312K +$312K +16,149 New
SWMG
464
Sanchez Wealth Management Group
Florida
$306K – – –
MSA
465
Marino Stram & Associates
Massachusetts
$303K -$1.85K -96 -0.6%
SP
466
Successful Portfolios
Florida
$302K -$39.5K -2,043 -12%
PNC Financial Services Group
467
PNC Financial Services Group
Pennsylvania
$299K – – –
PFC
468
Phocas Financial Corp
California
$297K -$232K – –
DT
469
Diversified Trust
Tennessee
$294K +$32.1K +1,662 +12%
GI
470
Gradient Investments
Minnesota
$293K +$18.5K +960 +7%
SBIA
471
Sheaff Brock Investment Advisors
Indiana
$292K -$60K -3,108 -17%
WCM
472
Weik Capital Management
Pennsylvania
$290K +$24K +1,245 +9%
FFC
473
First Financial Corp
Indiana
$285K – – –
FHC
474
First Heartland Consultants
Missouri
$283K +$34K +1,761 +14%
CFG
475
CMC Financial Group
Georgia
$282K +$282K +14,583 New
17 18
19
20 21