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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
Orgel Wealth Management
Wisconsin
+$102M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
+$54.8M
3
Ameriprise
Ameriprise
Minnesota
+$43.5M
4
KFP
Keystone Financial Planning
Ohio
+$36.4M
5
Morgan Stanley
Morgan Stanley
New York
+$23.2M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
-$74.4M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$20.1M
3
CSIA
Charles Schwab Investment Advisory
California
-$9.15M
4
MNG
Manning & Napier Group
New York
-$7.92M
5
PA
Planning Alternatives
Michigan
-$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
476
Alley Company
Illinois
$330K +$6.3K +342 +2%
GI
477
Gradient Investments
Minnesota
$329K +$34.1K +1,851 +12%
IIC
478
Integrated Investment Consultants
Michigan
$328K +$328K +17,769 New
RWA
479
River Wealth Advisors
Pennsylvania
$326K -$9.14K -495 -3%
CCP
480
Clarkston Capital Partners
Michigan
$325K +$1.16K +63 +0.4%
OCG
481
Opus Capital Group
Ohio
$324K -$38K -2,061 -11%
MCM
482
Mengis Capital Management
Oregon
$323K +$11.1K +603 +4%
CAAS
483
Capital Asset Advisory Services
Michigan
$320K – – –
EWF
484
Epstein & White Financial
California
$319K -$73.9K -4,008 -19%
RG
485
Rikoon Group
New Mexico
$316K – – –
SP
486
Successful Portfolios
Florida
$313K -$15.2K -822 -5%
GAM
487
Grandview Asset Management
Pennsylvania
$312K +$312K +16,914 New
MAS
488
Madden Advisory Services
Florida
$310K -$76.6K -4,158 -20%
Cerity Partners
489
Cerity Partners
New York
$310K -$17.1K -930 -5%
WWM
490
Windsor Wealth Management
Indiana
$308K +$308K +16,119 New
FHA
491
Flagship Harbor Advisors
Massachusetts
$307K -$16K -873 -5%
IRC
492
Investors Research Corp
Georgia
$297K +$297K +16,137 New
MSS
493
Mitchell Sinkler & Starr
Pennsylvania
$296K +$6.92K +375 +2%
VPIM
494
Vanguard Personalized Indexing Management
California
$294K – – –
RA
495
RFG Advisory
Alabama
$292K -$5.42K -294 -2%
SWMG
496
Sanchez Wealth Management Group
Florida
$292K – – –
SNBOSD
497
Security National Bank of So Dak
Iowa
$289K – – –
GLA
498
Good Life Advisors
Pennsylvania
$289K +$166 +9 +0.1%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$288K +$202K +10,935 +234%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$287K +$2.77K +150 +1%
18 19
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