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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 %
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$213K +$213K +12,324 New
AFA
527
American Financial Advisors
Georgia
$211K +$211K +11,766 New
BSW
528
Buckingham Strategic Wealth
Missouri
$210K -$95.7K -5,544 -31%
BB
529
Busey Bank
Illinois
$210K +$210K +12,180 New
FHA
530
First Horizon Advisors
Tennessee
$208K – – –
SC
531
SouthState Corp
Florida
$207K +$207K +12,000 New
LWA
532
LWS Wealth Advisors
New Jersey
$204K +$204K +11,844 New
IFWM
533
Institute for Wealth Management
Colorado
$202K +$202K +11,691 New
GT
534
Glenmede Trust
Pennsylvania
$198K +$146K +8,517 +282%
DAM
535
Delta Asset Management
Tennessee
$197K – – –
AIM
536
Anchor Investment Management
South Carolina
$186K +$15.8K +915 +9%
CL
537
Cabana LLC
Arkansas
$183K +$183K +10,635 New
GWM
538
Geneos Wealth Management
Colorado
$181K -$119K -7,146 -40%
DI
539
Disciplined Investments
Oklahoma
$180K +$1.5K +87 +0.8%
PP
540
PDS Planning
Ohio
$175K +$175K +10,122 New
LWANC
541
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$77.4K +4,500 +87%
AWM
542
Apollon Wealth Management
South Carolina
$162K +$162K +9,381 New
MHR
543
Matthew Hamilton Rosenberg
$158K +$158K +9,171 New
JCM
544
Jacobi Capital Management
Pennsylvania
$156K +$8.26K +480 +6%
CAL
545
Capital Analysts LLC
Pennsylvania
$156K +$21.6K +1,254 +16%
ABC
546
Associated Banc-Corp
Wisconsin
$142K -$124K -7,218 -47%
LWA
547
Lenox Wealth Advisors
New York
$131K – – –
CAL
548
Capital Advisors Ltd
Ohio
$128K – – –
EW
549
Element Wealth
Mississippi
$111K – – –
FPFS
550
First Personal Financial Services
North Carolina
$111K – – –
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