SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
+$79.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$34.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.5M
4
OWM
Orgel Wealth Management
Wisconsin
+$19.4M
5
Morgan Stanley
Morgan Stanley
New York
+$18.9M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$19.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13M
3
JIP
JBJ Investment Partners
South Carolina
-$11.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$8.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
476
Rikoon Group
New Mexico
$257K – – –
EVM
477
Eaton Vance Management
Massachusetts
$254K +$10.5K +702 +4%
WSTAM
478
Wilbanks Smith & Thomas Asset Management
Virginia
$253K +$66K +4,398 +35%
BWA
479
Beam Wealth Advisors
Louisiana
$252K +$50.7K +3,375 +25%
BOM
480
Bank of Marin
California
$252K +$252K +16,800 New
MCM
481
Mengis Capital Management
Oregon
$250K +$6.84K +456 +3%
AF
482
Alerus Financial
North Dakota
$247K – – –
GI
483
Gradient Investments
Minnesota
$245K +$17.6K +1,176 +8%
FHC
484
First Heartland Consultants
Missouri
$245K +$25.1K +1,671 +11%
DT
485
Diversified Trust
Tennessee
$244K +$15.3K +1,017 +7%
RA
486
RFG Advisory
Alabama
$242K -$2.16K -144 -0.9%
BSAM
487
Blue Sky Asset Management
Colorado
$242K +$242K +16,167 New
FA
488
FDx Advisors
Illinois
$238K +$238K +15,870 New
EWM
489
Edge Wealth Management
New York
$237K -$384K -25,416 -62%
SWMG
490
Sanchez Wealth Management Group
Florida
$237K – – –
MSS
491
Mitchell Sinkler & Starr
Pennsylvania
$235K +$56.2K +3,750 +31%
MWA
492
Meridian Wealth Advisors
Texas
$233K +$76.3K +5,100 +49%
ABC
493
Associated Banc-Corp
Wisconsin
$232K +$232K +15,453 New
IIC
494
Ironwood Investment Counsel
Arizona
$230K +$36.9K +2,469 +19%
SBIA
495
Sheaff Brock Investment Advisors
Indiana
$229K +$2.21K +147 +1%
CCA
496
Cobblestone Capital Advisors
New York
$227K -$21.7K -1,449 -9%
SPA
497
Sentinel Pension Advisors
Massachusetts
$226K +$226K +15,081 New
CMBA
498
C.M. Bidwell & Associates
Hawaii
$225K -$266K -17,736 -54%
FFC
499
First Financial Corp
Indiana
$222K – – –
CWM
500
Confluence Wealth Management
Oregon
$218K +$2.07K +138 +1%
18 19
20
21 22