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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 %
AP
501
Appleton Partners
Massachusetts
$218K +$34.3K +2,286 +19%
BAM
502
Barrett Asset Management
New York
$215K -$87.8K -5,850 -29%
LFG
503
LifePlan Financial Group
Ohio
$212K +$3.06K +204 +1%
LBC
504
Lowe Brockenbrough & Co
Virginia
$211K – – –
PWMAG
505
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$210K +14,001 New
SWA
506
Sutton Wealth Advisors
Florida
$208K – – –
CFG
507
CMC Financial Group
Georgia
$206K -$12.7K -846 -6%
HA
508
HC Advisors
Georgia
$206K +$206K +13,737 New
EI
509
Ellevest Inc
New York
$205K -$37.3K -2,493 -15%
OC
510
Oppenheimer & Co
New York
$205K – – –
NEPWA
511
New England Private Wealth Advisors
Massachusetts
$204K -$89.8K -5,955 -31%
IAA
512
Independent Advisor Alliance
North Carolina
$203K -$5.85M -391,248 -97%
Wolverine Trading
513
Wolverine Trading
Illinois
$203K +$203K +13,293 New
RRC
514
Relaxing Retirement Coach
Massachusetts
$201K – – –
WCWM
515
Wooster Corthell Wealth Management
Connecticut
$200K +$200K +13,326 New
TWA
516
TCI Wealth Advisors
Arizona
$197K +$140K +9,348 +247%
HWA
517
Heritage Wealth Advisors
Virginia
$191K – – –
FHA
518
First Horizon Advisors
Tennessee
$181K – – –
CS
519
Capital Square
Tennessee
$181K +$181K +12,051 New
DAM
520
Delta Asset Management
Tennessee
$171K -$6.69K -447 -4%
RCM
521
Rain Capital Management
Oregon
$166K +$1.59K +120 +1%
DI
522
Disciplined Investments
Oklahoma
$156K +$136K +9,033 +675%
CAAS
523
Capital Asset Advisory Services
Michigan
$154K +$80.7K +4,956 +110%
Simplex Trading
524
Simplex Trading
Illinois
$154K +$152K +10,221 +9,464%
AIM
525
Anchor Investment Management
South Carolina
$148K +$36.3K +2,418 +33%
19 20
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