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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
+$44.5M
2
WANY
Wealthspire Advisors (New York)
New York
+$27.5M
3
Bank of America
Bank of America
North Carolina
+$26.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$17.3M
5
Ameriprise
Ameriprise
Minnesota
+$16.8M

Top Sellers

1
MNG
Manning & Napier Group
New York
-$7.83M
2
SMG
Spectrum Management Group
Indiana
-$3.75M
3
JIP
JBJ Investment Partners
South Carolina
-$2.35M
4
BFG
Bouchey Financial Group
New York
-$2.24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
526
RNC Capital Management
California
$219K +$219K +11,361 New
BBA
527
BLB&B Advisors
Pennsylvania
$218K – – –
KF
528
Krilogy Financial
Missouri
$218K +$1.34K +69 +0.6%
TC
529
Tatro Capital
Kentucky
$218K +$218K +11,286 New
PAM
530
Peak Asset Management
Colorado
$217K +$348 +18 +0.2%
LIM
531
Loudon Investment Management
New Hampshire
$217K +$217K +11,250 New
NFG
532
NewFocus Financial Group
Washington
$216K +$216K +11,196 New
FC
533
Fulcrum Capital
Washington
$215K – – –
FPTW
534
Franklin, Parlapiano, Turner & Welch
Texas
$214K – – –
AP
535
Adero Partners
California
$214K +$214K +11,094 New
FWSM
536
First Wilshire Securities Management
California
$213K – – –
GC
537
Grimes & Company
Massachusetts
$210K +$210K +10,875 New
MA
538
MUFG Americas
New York
$204K -$105K -5,430 -34%
AIC
539
Ameritas Investment Company
Nebraska
$202K +$11.5K +597 +6%
MGIA
540
Moneta Group Investment Advisors
Missouri
$202K +$202K +10,464 New
MWA
541
Meridian Wealth Advisors
Texas
$202K +$202K +10,473 New
AFA
542
American Financial Advisors
Georgia
$202K +$202K +11,097 New
MWP
543
MYCIO Wealth Partners
Pennsylvania
$198K -$364K -18,840 -65%
IWA
544
Intercontinental Wealth Advisors
Texas
$194K -$23.5K -1,200 -11%
MWA
545
Moser Wealth Advisors
Washington
$191K +$191K +9,885 New
IFWM
546
Institute for Wealth Management
Colorado
$190K +$190K +9,828 New
Bank of Montreal
547
Bank of Montreal
Ontario, Canada
$189K +$1.91K +99 +1%
PA
548
Parallel Advisors
California
$184K -$8.29K -429 -4%
SPIA
549
Steward Partners Investment Advisory
New York
$173K – – –
LWA
550
Lenox Wealth Advisors
New York
$170K +$23.6K +1,224 +16%
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