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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 %
JCM
551
Jacobi Capital Management
Pennsylvania
$158K +$56.4K +2,913 +55%
HFS
552
HBC Financial Services
Washington
$155K +$155K +8,058 New
PWP
553
Personal Wealth Partners
Minnesota
$152K – – –
AIM
554
Anchor Investment Management
South Carolina
$143K +$15.9K +822 +12%
CFD
555
Creative Financial Designs
Indiana
$140K +$50.2K +2,586 +56%
HI
556
Hudock Inc
Pennsylvania
$132K +$1.04K +54 +0.8%
ACM
557
Allred Capital Management
Texas
$128K +$128K +6,609 New
SBSB
558
Sullivan, Bruyette, Speros & Blaney
Virginia
$127K +$579 +30 +0.5%
EW
559
Element Wealth
Mississippi
$125K +$125K +6,450 New
FPFS
560
First Personal Financial Services
North Carolina
$124K – – –
CCMW
561
Cypress Capital Management (Wyoming)
Wyoming
$121K – – –
VFA
562
Valeo Financial Advisors
Indiana
$115K +$24.1K +1,251 +27%
DOA
563
D'Orazio & Associates
Virginia
$113K -$1.62K -84 -1%
BAMG
564
Brand Asset Management Group
Missouri
$112K -$10.1K -525 -8%
PW
565
Price Wealth
Texas
$112K – – –
TCWM
566
Total Clarity Wealth Management
Illinois
$109K +$109K +5,664 New
PK
567
Pflug Koory
Nebraska
$107K +$8.71K +450 +9%
SIAS
568
Shine Investment Advisory Services
Colorado
$104K – – –
SSB
569
Sandy Spring Bank
Maryland
$104K – – –
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$99K +$99K +5,109 New
SIC
571
Salem Investment Counselors
North Carolina
$94K – – –
CAAS
572
Capital Asset Advisory Services
Michigan
$89K +$89K +4,506 New
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K -$6.37K -330 -7%
LFA
574
Lighthouse Financial Advisors
Maryland
$83K +$83K +4,323 New
PWMG
575
Prestige Wealth Management Group
New Jersey
$80K – – –
21 22
23
24 25