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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.

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
1
Charles Schwab Investment Advisory
California
$602M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
3
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$369M
5
Ameriprise
5
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$7.54M
2
SMG
2
Spectrum Management Group
Indiana
$611K
3
JIP
3
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
4
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
Summit Asset Management
Tennessee
$26.6M 1,377,960 +9,240 +0.7%
KeyBank National Association
27
KeyBank National Association
Ohio
$25.6M 1,324,662 -60,504 -4%
DCM
28
Davidson Capital Management
Texas
$25.5M 1,319,514 +1,319,514 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$24.7M 1,278,480 -32,379 -2%
CG
30
Colony Group
Massachusetts
$22.3M 1,155,873 -6,075 -0.5%
CTC
31
Central Trust Company
Missouri
$21.5M 1,115,301 +182,247 +20%
FCA
32
FLC Capital Advisors
California
$20.5M 1,061,121 +18,876 +2%
HCM
33
Hengehold Capital Management
Ohio
$20.1M 1,041,903 -58,482 -5%
AG
34
Advisor Group
Arizona
$19.8M 1,024,842 -51,117 -5%
EFSCE
35
Enterprise Financial Services Corp (EFSC)
Missouri
$19M 982,842 +229,800 +31%
PMG
36
ProVise Management Group
Florida
$17.7M 917,910 +14,412 +2%
TF
37
TimeScale Financial
Massachusetts
$16.8M 868,767 +83,796 +11%
MAM
38
Madison Asset Management
Wisconsin
$15.9M 825,651 +825,651 New
RCA
39
Reitz Capital Advisors
Michigan
$15.9M 821,388 -4,038 -0.5%
HB
40
Homrich & Berg
Georgia
$15.8M 820,845 -20,988 -2%
HFS
41
Howard Financial Services
Texas
$15.7M 814,854 +183,699 +29%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$15.3M 791,958 +24,015 +3%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14.3M 567,843 – –
WIC
44
Whitegate Investment Counselors
New Hampshire
$14M 724,164 +7,941 +1%
WAM
45
Wealthspire Advisors (Maryland)
Maryland
$14M 724,032 +706,665 +4,069%
UWM
46
USAdvisors Wealth Management
Minnesota
$13.9M 720,939 +327 +0%
VA
47
Valmark Advisers
Ohio
$13.8M 716,991 -26,340 -4%
APW
48
Aurora Private Wealth
New Jersey
$13.8M 715,587 +715,587 New
NA
49
NewEdge Advisors
Louisiana
$13.6M 706,902 -18,435 -3%
OIM
50
Opus Investment Management
Massachusetts
$13.5M 699,900 – –
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