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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 %
BWA
501
Beam Wealth Advisors
Louisiana
$247K -$45.7K -2,619 -16%
BAM
502
Barrett Asset Management
New York
$247K – – –
OC
503
Oppenheimer & Co
New York
$247K +$10.4K +603 +4%
MGIA
504
Moneta Group Investment Advisors
Missouri
$241K +$241K +13,971 New
COF
505
Capital One Financial
Virginia
$240K -$59.1K -3,423 -20%
HIC
506
Holderness Investments Company
North Carolina
$240K +$240K +13,929 New
HTC
507
Haverford Trust Company
Pennsylvania
$240K +$240K +13,932 New
SWA
508
Sutton Wealth Advisors
Florida
$240K +$518 +30 +0.2%
KCM
509
Kanawha Capital Management
Virginia
$239K -$151K -8,727 -39%
WCM
510
Weik Capital Management
Pennsylvania
$234K -$1.11M -64,230 -83%
EI
511
Ellevest Inc
New York
$233K -$3.63K -210 -2%
EWM
512
Edge Wealth Management
New York
$232K -$38.1K -2,211 -14%
LBC
513
Lowe Brockenbrough & Co
Virginia
$232K -$10.3K -600 -4%
WCWM
514
Wooster Corthell Wealth Management
Connecticut
$230K – – –
FFA
515
First Foundation Advisors
California
$230K +$230K +13,329 New
AIC
516
Ameritas Investment Company
Nebraska
$226K -$128K -7,413 -36%
AFAS
517
Acorn Financial Advisory Services
Virginia
$226K +$226K +13,053 New
SFS
518
Sowell Financial Services
Arkansas
$222K +$155K +8,949 +229%
HWA
519
Heritage Wealth Advisors
Virginia
$220K – – –
IIC
520
Ironwood Investment Counsel
Arizona
$219K -$45K -2,619 -17%
JA
521
JVL Associates
Michigan
$219K +$219K +12,723 New
RCM
522
Rain Capital Management
Oregon
$218K +$1.86K +108 +0.9%
KFGK
523
Keystone Financial Group (Kentucky)
Kentucky
$218K +$218K +12,615 New
FPCG
524
Fort Pitt Capital Group
Pennsylvania
$217K +$217K +12,555 New
GRP
525
Global Retirement Partners
California
$215K +$215K +12,462 New
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