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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 %
SW
451
SkyOak Wealth
Michigan
$356K +$48.9K +2,838 +16%
QC
452
QCM Cayman
Texas
$356K +$356K +20,658 New
PWMAG
453
Pinnacle Wealth Management Advisory Group
New Jersey
$354K +$113K +6,531 +47%
FFC
454
First Financial Corp
Indiana
$350K +$95.1K +5,511 +37%
TWM
455
Triton Wealth Management
Arizona
$348K +$3.36K +186 +1%
SAM
456
SignalPoint Asset Management
Missouri
$347K -$27.7K -1,605 -7%
BFC
457
Bedel Financial Consulting
Indiana
$345K – – –
FSA
458
Financial Sense Advisors
California
$344K +$21.8K +1,263 +7%
TP
459
Tranquility Partners
Tennessee
$342K -$43.8K -2,541 -11%
CAMG
460
CWA Asset Management Group
Florida
$340K +$2.64K +153 +0.8%
ZIM
461
Zacks Investment Management
Illinois
$338K +$338K +19,611 New
OCG
462
Opus Capital Group
Ohio
$338K +$338K +19,620 New
CAAS
463
Capital Asset Advisory Services
Michigan
$331K +$151K +7,896 +83%
TIA
464
Traphagen Investment Advisors
New Jersey
$330K -$1.55K -90 -0.5%
PTC
465
Philadelphia Trust Company
Pennsylvania
$327K – – –
SLA
466
Silver Lake Advisory
Utah
$323K +$3.36K +195 +1%
SL
467
Salomon & Ludwin
Virginia
$321K – – –
FM
468
Foster & Motley
Ohio
$315K -$101K -5,838 -24%
RWA
469
River Wealth Advisors
Pennsylvania
$313K -$49.4K -2,865 -14%
QAM
470
QCI Asset Management
New York
$311K – – –
SP
471
Successful Portfolios
Florida
$307K +$466 +27 +0.2%
Cerity Partners
472
Cerity Partners
New York
$306K -$95.9K -5,562 -24%
FHA
473
Flagship Harbor Advisors
Massachusetts
$303K -$136K -7,917 -31%
AC
474
Alley Company
Illinois
$303K -$30.2K -1,752 -9%
CCP
475
Clarkston Capital Partners
Michigan
$303K -$28.4K -1,644 -9%
17 18
19
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