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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
$602M
2
WANY
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$369M
5
Ameriprise
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
Manning & Napier Group
New York
$7.54M
2
SMG
Spectrum Management Group
Indiana
$611K
3
JIP
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
501
Wilbanks Smith & Thomas Asset Management
Virginia
$241K – – –
Prudential Financial
502
Prudential Financial
New Jersey
$241K +$241K +12,495 New
ZCA
503
Zeke Capital Advisors
Pennsylvania
$240K – – –
RCM
504
Rain Capital Management
Oregon
$240K +$4K +207 +2%
PWM
505
Paulson Wealth Management
Illinois
$239K – – –
PFM
506
Parsec Financial Management
North Carolina
$239K +$239K +12,396 New
SNBOSD
507
Security National Bank of So Dak
Iowa
$237K – – –
WIA
508
World Investment Advisors
California
$237K +$237K +12,255 New
JA
509
JVL Associates
Michigan
$236K – – –
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$236K +$1.97K +102 +0.8%
AP
511
Appleton Partners
Massachusetts
$236K +$10.4K +540 +5%
FHA
512
First Horizon Advisors
Tennessee
$233K – – –
FPCG
513
Fort Pitt Capital Group
Pennsylvania
$232K -$5.79K -300 -2%
CWM
514
Concentric Wealth Management
California
$232K +$232K +12,015 New
KFGK
515
Keystone Financial Group (Kentucky)
Kentucky
$231K -$220K -11,364 -49%
MSS
516
Mitchell Sinkler & Starr
Pennsylvania
$230K +$230K +11,925 New
DAM
517
Delta Asset Management
Tennessee
$229K +$8.74K +453 +4%
CAL
518
Capital Analysts LLC
Pennsylvania
$228K +$6.95K +360 +3%
TNB
519
TCF National Bank
South Dakota
$228K +$228K +11,799 New
EWM
520
Evermay Wealth Management
Virginia
$228K +$228K +11,805 New
TSWM
521
Triangle Securities Wealth Management
North Carolina
$225K +$225K +11,676 New
BSW
522
Buckingham Strategic Wealth
Missouri
$224K +$224K +11,622 New
RP
523
Rowlandmiller & Partners
Georgia
$222K +$222K +11,475 New
CC
524
Cadinha & Co
Hawaii
$220K – – –
CWM
525
Cornerstone Wealth Management
Missouri
$219K +$6.32K +327 +3%
19 20
21
22 23