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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 %
AMM
451
American Money Management
California
$302K -$64.2K -4,281 -18%
BC
452
Brio Consultants
California
$300K -$4.32K -288 -1%
BFC
453
Bedel Financial Consulting
Indiana
$300K – – –
CCG
454
Cypress Capital Group
Florida
$294K +$294K +19,590 New
CAMG
455
CWA Asset Management Group
Florida
$293K +$2.52K +168 +0.9%
OCM
456
Orser Capital Management
Texas
$291K – – –
AC
457
Alley Company
Illinois
$290K -$39.7K -2,643 -12%
SWM
458
Segment Wealth Management
Texas
$290K -$6.53K -435 -2%
TI
459
Trexquant Investment
Connecticut
$289K +$289K +19,263 New
TIA
460
Traphagen Investment Advisors
New Jersey
$288K -$29.5K -1,965 -9%
CCP
461
Clarkston Capital Partners
Michigan
$288K +$4.68K +312 +2%
DSC
462
Duncker Streett & Co
Missouri
$288K +$25.8K +1,722 +10%
PTC
463
Philadelphia Trust Company
Pennsylvania
$284K +$284K +18,930 New
BCM
464
Bayesian Capital Management
New York
$283K +$283K +18,849 New
FSA
465
Financial Sense Advisors
California
$280K -$1.16M -77,013 -80%
SL
466
Salomon & Ludwin
Virginia
$279K – – –
SLA
467
Silver Lake Advisory
Utah
$278K -$24.6K -1,641 -8%
QAM
468
QCI Asset Management
New York
$270K – – –
DI
469
DFPG Investments
Utah
$268K +$5.65K +351 +2%
GWM
470
Geneos Wealth Management
Colorado
$267K -$8.15M -550,416 -97%
SW
471
SkyOak Wealth
Michigan
$267K +$61.4K +4,098 +30%
SP
472
Successful Portfolios
Florida
$266K +$31.7K +2,118 +14%
BSW
473
Buckingham Strategic Wealth
Missouri
$265K +$91.1K +6,084 +52%
HA
474
Hamel Associates
New Jersey
$263K -$249K -16,650 -49%
COF
475
Capital One Financial
Virginia
$260K +$260K +17,334 New
17 18
19
20 21