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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 %
LRPA
451
L. Roy Papp & Associates
Arizona
$395K -$54.1K -2,940 -12%
FFC
452
First Financial Corp
Indiana
$393K +$19.6K +1,065 +5%
SAM
453
SignalPoint Asset Management
Missouri
$393K +$21.9K +1,188 +6%
EWM
454
EPG Wealth Management
Georgia
$388K +$939 +51 +0.2%
DSC
455
Duncker Streett & Co
Missouri
$383K +$111 +6 +0%
BFC
456
Bedel Financial Consulting
Indiana
$379K +$9.8K +531 +3%
TWM
457
Triton Wealth Management
Arizona
$368K +$4.75K +252 +1%
LAIC
458
Lederer & Associates Investment Counsel
California
$366K -$309K -16,767 -46%
CAMG
459
CWA Asset Management Group
Florida
$366K +$3.26K +177 +0.9%
OC
460
Oppenheimer & Co
New York
$364K +$100K +5,418 +38%
WCM
461
Whitener Capital Management
North Carolina
$363K -$40.9K -2,220 -10%
ZIM
462
Zacks Investment Management
Illinois
$363K +$1.16K +63 +0.3%
AIM
463
Anchor Investment Management
South Carolina
$358K +$160K +8,694 +81%
MWM
464
Mission Wealth Management
California
$356K +$356K +19,311 New
CW
465
CreativeOne Wealth
Kansas
$354K -$54.8K -2,973 -13%
Prudential Financial
466
Prudential Financial
New Jersey
$354K +$354K +19,230 New
IIC
467
Ironwood Investment Counsel
Arizona
$352K +$117K +6,384 +50%
PTC
468
Philadelphia Trust Company
Pennsylvania
$349K – – –
Nomura Asset Management
469
Nomura Asset Management
Japan
$348K +$348K +18,900 New
SLA
470
Silver Lake Advisory
Utah
$345K -$111 -6 -0%
SL
471
Salomon & Ludwin
Virginia
$343K – – –
BWA
472
Beam Wealth Advisors
Louisiana
$343K +$81.6K +4,422 +31%
FSA
473
Financial Sense Advisors
California
$332K -$34.9K -1,896 -10%
QAM
474
QCI Asset Management
New York
$332K – – –
GHA
475
GW Henssler & Associates
Georgia
$331K -$61.9K -3,360 -16%
17 18
19
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