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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
1
Orgel Wealth Management
Wisconsin
$120M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
KFP
4
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
1
JBJ Investment Partners
South Carolina
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$428M
4
MNG
4
Manning & Napier Group
New York
$9.28M
5
PA
5
Planning Alternatives
Michigan
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
26
Legacy Financial Strategies
Kansas
$29.8M -$3.19M -172,980 -10%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$26.6M +$469K +25,437 +2%
SAM
28
Summit Asset Management
Tennessee
$25.8M -$114K -6,168 -0.4%
PRS
29
Pinkerton Retirement Specialists
Idaho
$23.9M -$2.35M -127,542 -9%
ETS
30
ESL Trust Services
New York
$23.4M +$63.6K +3,450 +0.3%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$21.7M +$10.1M +548,511 +87%
EFSCE
32
Enterprise Financial Services Corp (EFSC)
Missouri
$20.7M +$1.53M +82,962 +8%
HFS
33
Howard Financial Services
Texas
$20.4M +$124K +6,753 +0.6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$19.5M +$46K +2,496 +0.2%
CG
35
Colony Group
Massachusetts
$19.4M -$279K -15,129 -1%
CTC
36
Central Trust Company
Missouri
$18.9M +$267K +14,463 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$18.9M +$2.13M +115,377 +13%
APW
38
Aurora Private Wealth
New Jersey
$18.8M +$5.68M +308,079 +43%
FMT
39
First Mercantile Trust
Tennessee
$18.4M -$1.83M -90,549 -9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17.9M +$7.28M +394,776 +68%
JFA
41
JNBA Financial Advisors
Minnesota
$17.8M +$2.46M +133,494 +16%
MAP
42
Milestone Advisory Partners
North Carolina
$17.4M -$444K -24,078 -2%
VA
43
Valmark Advisers
Ohio
$17.3M +$1.44M +78,279 +9%
RCA
44
Reitz Capital Advisors
Michigan
$17.3M +$3.55M +192,729 +26%
HCM
45
Hengehold Capital Management
Ohio
$17M +$1.86M +101,172 +12%
MML Investors Services
46
MML Investors Services
Massachusetts
$16.5M +$4.28M +232,176 +35%
UCFA
47
United Capital Financial Advisors
Texas
$14.8M +$4.03M +218,706 +38%
HB
48
Homrich & Berg
Georgia
$14.7M +$198K +10,752 +1%
PMG
49
ProVise Management Group
Florida
$14.3M -$1.64M -88,965 -10%
MAM
50
Madison Asset Management
Wisconsin
$14.3M +$398K +21,582 +3%
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