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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
+$44.5M
2
WANY
Wealthspire Advisors (New York)
New York
+$27.5M
3
Bank of America
Bank of America
North Carolina
+$26.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$17.3M
5
Ameriprise
Ameriprise
Minnesota
+$16.8M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$7.83M
2
SMG
Spectrum Management Group
Indiana
-$3.75M
3
JIP
JBJ Investment Partners
South Carolina
-$2.35M
4
BFG
Bouchey Financial Group
New York
-$2.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
476
Confluence Wealth Management
Oregon
$278K +$4.69K +243 +2%
LBC
477
Lowe Brockenbrough & Co
Virginia
$272K – – –
TPA
478
Trivium Point Advisory
Connecticut
$271K +$271K +14,055 New
LFG
479
LifePlan Financial Group
Ohio
$269K – – –
BFEC
480
Benjamin F. Edwards & Company
Missouri
$268K +$1.45K +75 +0.5%
SWA
481
Sutton Wealth Advisors
Florida
$268K – – –
OC
482
Oppenheimer & Co
New York
$265K -$96.6K -4,995 -27%
SW
483
SkyOak Wealth
Michigan
$265K +$265K +13,716 New
FCIM
484
Fairview Capital Investment Management
California
$263K +$263K +13,635 New
WWM
485
Windsor Wealth Management
Indiana
$262K +$174 +9 +0.1%
BB
486
Busey Bank
Illinois
$262K +$2.95K +153 +1%
RRC
487
Relaxing Retirement Coach
Massachusetts
$259K – – –
BWA
488
Beam Wealth Advisors
Louisiana
$259K +$259K +13,413 New
FRA
489
Front Row Advisors
California
$256K +$58 +3 +0%
Citadel Advisors
490
Citadel Advisors
Florida
$254K +$254K +13,158 New
AFAS
491
Acorn Financial Advisory Services
Virginia
$252K +$252K +13,050 New
TFA
492
Tobias Financial Advisors
Florida
$252K +$252K +13,080 New
IIC
493
Ironwood Investment Counsel
Arizona
$249K -$26.8K -1,386 -10%
HWA
494
Heritage Wealth Advisors
Virginia
$246K – – –
BCMO
495
Buckingham Capital Management (Ohio)
Ohio
$244K -$58.4K -3,024 -19%
Federated Hermes
496
Federated Hermes
Pennsylvania
$243K +$243K +12,573 New
NFG
497
Nations Financial Group
Iowa
$243K +$243K +12,579 New
TI
498
tru Independence
Oregon
$243K +$243K +16,227 New
CL
499
Cabana LLC
Arkansas
$242K +$28.8K +1,488 +13%
CWM
500
Chicago Wealth Management
Illinois
$242K +$242K +12,555 New
18 19
20
21 22