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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.

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
1
Wealthfront Advisers
California
$366M
2
WANY
2
Wealthspire Advisors (New York)
New York
$56M
3
CSIA
3
Charles Schwab Investment Advisory
California
$494M
4
OWM
4
Orgel Wealth Management
Wisconsin
$19.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$54.7M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$43K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
3
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$22.8M +$2.96M +197,127 +15%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$21.2M +$2.02M +134,634 +11%
SAM
28
Summit Asset Management
Tennessee
$21M +$348K +23,181 +2%
CTC
29
Central Trust Company
Missouri
$21M +$4.23M +282,093 +25%
KFP
30
Keystone Financial Planning
Ohio
$19.5M +$10.3M +689,901 +112%
OWM
31
Orgel Wealth Management
Wisconsin
$19.4M +$19.4M +1,295,484 New
FMT
32
First Mercantile Trust
Tennessee
$18.6M +$18.6M +1,237,815 New
APW
33
Aurora Private Wealth
New Jersey
$18.3M +$7.58M +505,755 +71%
HFS
34
Howard Financial Services
Texas
$17M +$4.83M +322,140 +40%
CG
35
Colony Group
Massachusetts
$16.4M -$944K -62,958 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$16.4M -$10.4M -692,409 -39%
GKWIM
37
Gerber Kawasaki Wealth & Investment Management
California
$15.3M +$15.3M +1,021,743 New
EFSCE
38
Enterprise Financial Services Corp (EFSC)
Missouri
$14.7M +$10.7K +711 +0.1%
FCA
39
FLC Capital Advisors
California
$14.7M -$1.1M -73,812 -7%
AWM
40
AE Wealth Management
Kansas
$14.5M +$12.1M +806,172 +511%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$14.3M – – –
MAM
42
Madison Asset Management
Wisconsin
$14.1M +$1.72M +114,690 +14%
JWM
43
Janiczek Wealth Management
Colorado
$13.5M +$3.14M +209,559 +30%
RCA
44
Reitz Capital Advisors
Michigan
$13.1M +$783K +52,221 +6%
PMG
45
ProVise Management Group
Florida
$12.9M -$856K -57,084 -6%
VA
46
Valmark Advisers
Ohio
$12.7M +$2M +133,287 +19%
SFA
47
Souders Financial Advisors
Ohio
$12.3M +$12.3M +818,577 New
HB
48
Homrich & Berg
Georgia
$11.9M -$364K -24,246 -3%
HCM
49
Hengehold Capital Management
Ohio
$11.9M -$3.69M -246,141 -24%
PRS
50
Pinkerton Retirement Specialists
Idaho
$11.8M -$13M -870,333 -53%
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