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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.

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
1
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
UBS Group
3
UBS Group
Switzerland
$153M
4
Bank of America
4
Bank of America
North Carolina
$93.2M
5
MAP
5
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$64.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$319M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
26
Pinkerton Retirement Specialists
Idaho
$24.6M +$11M +637,620 +81%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$24.5M +$95.4K +5,532 +0.4%
SAM
28
Summit Asset Management
Tennessee
$24.3M +$80.6K +4,674 +0.3%
ETS
29
ESL Trust Services
New York
$21.8M +$21.8M +1,265,250 New
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$20.1M +$2.49M +144,393 +14%
HFS
31
Howard Financial Services
Texas
$19M -$634K -36,759 -3%
CG
32
Colony Group
Massachusetts
$18.4M -$424K -24,564 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$18.2M -$650K -37,677 -3%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$18M +$1.02M +59,130 +6%
CTC
35
Central Trust Company
Missouri
$17.4M -$6.68M -386,964 -28%
OWM
36
Orgel Wealth Management
Wisconsin
$17.3M -$5M -290,007 -22%
FMT
37
First Mercantile Trust
Tennessee
$17.3M -$4.1M -237,021 -19%
MAP
38
Milestone Advisory Partners
North Carolina
$16.7M +$16.7M +970,488 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$4.61M +267,417 +42%
PMG
40
ProVise Management Group
Florida
$14.9M +$89.2K +5,169 +0.6%
VA
41
Valmark Advisers
Ohio
$14.8M +$179K +10,350 +1%
JFA
42
JNBA Financial Advisors
Minnesota
$14.3M +$3.25M +188,280 +29%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$14.3M – – –
AWM
44
AE Wealth Management
Kansas
$14.2M -$2.46M -142,461 -15%
HCM
45
Hengehold Capital Management
Ohio
$14.2M +$437K +25,338 +3%
JWM
46
Janiczek Wealth Management
Colorado
$13.9M -$1.66M -96,504 -11%
KFP
47
Keystone Financial Planning
Ohio
$13.8M -$8.71M -504,789 -39%
SL
48
Systelligence LLC
Minnesota
$13.6M +$12.3M +711,615 +930%
HB
49
Homrich & Berg
Georgia
$13.5M -$215K -12,489 -2%
CPA
50
Clear Perspective Advisors
Illinois
$13.3M +$333K +19,299 +3%
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