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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 %
OWP
526
Obermeyer Wealth Partners
Colorado
$247K -$132K -7,200 -35%
CHJWM
527
Carlton Hofferkamp & Jenks Wealth Management
Texas
$247K +$247K +12,045 New
FFA
528
First Foundation Advisors
California
$246K +$552 +30 +0.2%
WP
529
WealthShield Partners
North Carolina
$243K +$243K +13,158 New
AFAS
530
Acorn Financial Advisory Services
Virginia
$241K +$55 +3 +0%
WCM
531
Weik Capital Management
Pennsylvania
$240K -$9.97K -540 -4%
RCM
532
Rain Capital Management
Oregon
$236K +$2.33K +126 +1%
HWA
533
Heritage Wealth Advisors
Virginia
$235K – – –
GT
534
Glenmede Trust
Pennsylvania
$230K +$18.1K +984 +9%
CS
535
Capital Square
Tennessee
$230K +$230K +12,528 New
FM
536
Foster & Motley
Ohio
$228K -$109K -5,892 -32%
KFGK
537
Keystone Financial Group (Kentucky)
Kentucky
$227K -$5.47K -297 -2%
AIC
538
Ameritas Investment Company
Nebraska
$226K – – –
EVM
539
Eaton Vance Management
Massachusetts
$225K +$225K +12,216 New
FHA
540
First Horizon Advisors
Tennessee
$222K – – –
LWA
541
LWS Wealth Advisors
New Jersey
$221K +$2.22K +120 +1%
FT
542
Fiduciary Trust
Massachusetts
$218K +$218K +11,823 New
PFM
543
Parsec Financial Management
North Carolina
$214K +$214K +11,610 New
OFG
544
Omega Financial Group
California
$212K +$212K +11,523 New
BB
545
Busey Bank
Illinois
$211K -$13.3K -720 -6%
DAM
546
Delta Asset Management
Tennessee
$210K – – –
TNB
547
TCF National Bank
South Dakota
$208K +$208K +11,259 New
Betterment LLC
548
Betterment LLC
New York
$208K +$208K +11,271 New
CG
549
Corundum Group
Colorado
$207K +$207K +11,214 New
HWMG
550
Hurlow Wealth Management Group
Indiana
$206K -$77.9K -4,227 -27%
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