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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.

New
Increased
Maintained
Reduced
Closed
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
ESL Trust Services
New York
+$21.8M
2
Morgan Stanley
Morgan Stanley
New York
+$20.5M
3
UBS Group
UBS Group
Switzerland
+$18.5M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
MAP
Milestone Advisory Partners
North Carolina
+$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$311M
2
CSIA
Charles Schwab Investment Advisory
California
-$159M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$103M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$66.1M
5
WANY
Wealthspire Advisors (New York)
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
476
Vanguard Capital Wealth Advisors
Colorado
$297K +$297K +17,253 New
RG
477
Rikoon Group
New Mexico
$295K – – –
Fidelity Investments
478
Fidelity Investments
Massachusetts
$292K -$57.1K -3,306 -16%
MCM
479
Mengis Capital Management
Oregon
$292K +$5.01K +291 +2%
WSTAM
480
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$672 +39 +0.2%
DI
481
DFPG Investments
Utah
$290K +$4.22K +246 +1%
FHC
482
First Heartland Consultants
Missouri
$282K +$827 +48 +0.3%
RA
483
RFG Advisory
Alabama
$278K +$103 +6 +0%
GI
484
Gradient Investments
Minnesota
$276K -$5.95K -345 -2%
VPIM
485
Vanguard Personalized Indexing Management
California
$275K +$275K +15,954 New
SWMG
486
Sanchez Wealth Management Group
Florida
$273K – – –
NL
487
NWAM LLC
Washington
$272K +$272K +15,798 New
GLA
488
Good Life Advisors
Pennsylvania
$271K +$271K +15,666 New
SNBOSD
489
Security National Bank of So Dak
Iowa
$271K +$271K +15,693 New
MSS
490
Mitchell Sinkler & Starr
Pennsylvania
$270K – – –
SBIA
491
Sheaff Brock Investment Advisors
Indiana
$266K +$2.28K +132 +0.9%
HWMG
492
Hurlow Wealth Management Group
Indiana
$265K -$1.04M -60,519 -80%
CAI
493
Capital Advisors Inc
Oklahoma
$263K +$263K +14,214 New
CCA
494
Cobblestone Capital Advisors
New York
$262K +$827 +48 +0.3%
SPA
495
Sentinel Pension Advisors
Massachusetts
$260K – – –
CCA
496
Checchi Capital Advisers
California
$259K +$259K +15,000 New
CWM
497
Confluence Wealth Management
Oregon
$253K +$2.18K +126 +0.9%
AP
498
Appleton Partners
Massachusetts
$250K – – –
TC
499
TAP Consulting
Missouri
$250K +$250K +14,502 New
EIP
500
Ellis Investment Partners
Pennsylvania
$248K +$248K +14,556 New
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