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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
$120M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
Ameriprise
Minnesota
$114M
4
KFP
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
Charles Schwab Investment Advisory
California
$428M
4
MNG
Manning & Napier Group
New York
$9.28M
5
PA
Planning Alternatives
Michigan
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
501
DDD Partners
Washington
$285K +$285K +15,480 New
GRP
502
Global Retirement Partners
California
$282K +$52.2K +2,832 +23%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$281K -$30.2K -1,641 -10%
CCA
504
Cobblestone Capital Advisors
New York
$281K +$994 +54 +0.4%
SAG
505
Spotlight Asset Group
Illinois
$281K +$281K +15,252 New
BAM
506
Barrett Asset Management
New York
$279K +$15.2K +825 +6%
SPA
507
Sentinel Pension Advisors
Massachusetts
$278K – – –
CCA
508
Checchi Capital Advisers
California
$277K – – –
JA
509
JVL Associates
Michigan
$277K +$42.1K +2,280 +18%
SBH
510
Segall Bryant & Hamill
Illinois
$276K +$276K +14,946 New
EI
511
Ellevest Inc
New York
$273K +$24.5K +1,329 +10%
FWSM
512
First Wilshire Securities Management
California
$272K +$272K +14,775 New
EIP
513
Ellis Investment Partners
Pennsylvania
$271K +$2.71K +147 +1%
AP
514
Appleton Partners
Massachusetts
$268K – – –
MGIA
515
Moneta Group Investment Advisors
Missouri
$268K +$10.5K +567 +4%
CAI
516
Capital Advisors Inc
Oklahoma
$263K +$1.27K +69 +0.5%
CWM
517
Confluence Wealth Management
Oregon
$258K -$9.25K -507 -3%
HTC
518
Haverford Trust Company
Pennsylvania
$258K +$831 +45 +0.3%
TI
519
tru Independence
Oregon
$258K +$258K +13,959 New
HIC
520
Holderness Investments Company
North Carolina
$257K +$607 +33 +0.2%
SWA
521
Sutton Wealth Advisors
Florida
$256K – – –
IFWM
522
Institute for Wealth Management
Colorado
$251K +$35.5K +1,923 +16%
GIA
523
Gladstone Institutional Advisory
Florida
$251K +$251K +13,620 New
CIC
524
Carnegie Investment Counsel
Ohio
$249K +$249K +13,482 New
LBC
525
Lowe Brockenbrough & Co
Virginia
$248K – – –
19 20
21
22 23