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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

644 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 268 increasing their positions, 209 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-21
Holders Change %
-3.16%
% of All Funds
14.23%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.61%
New
84
Increased
268
Reduced
209
Closed
97
Calls
$3.18M
Puts
$5.41M
Net Calls
-$2.23M
Net Calls Change
-$2.81M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$79.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$34.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.5M
4
OWM
Orgel Wealth Management
Wisconsin
+$19.4M
5
Morgan Stanley
Morgan Stanley
New York
+$18.9M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$19.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13M
3
JIP
JBJ Investment Partners
South Carolina
-$11.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$8.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
551
Claraphi Advisory Network
United States
$72K +$72K +4,794 New
FMP
552
Financial Management Professionals
Texas
$68K +$14.5K +972 +27%
OPS
553
Orion Portfolio Solutions
Nebraska
$67K +$40.5K +2,685 +153%
GAM
554
Gemmer Asset Management
California
$65K +$55.9K +3,705 +618%
PWMG
555
Prestige Wealth Management Group
New Jersey
$62K – – –
EWM
556
Elmwood Wealth Management
California
$60K +$60K +3,669 New
SFS
557
Sowell Financial Services
Arkansas
$59K -$1.71M -113,298 -97%
GT
558
Glenmede Trust
Pennsylvania
$58K – – –
Bank of Montreal
559
Bank of Montreal
Ontario, Canada
$55K -$91.9K -6,123 -63%
RBC
560
Roble Belko & Company
Pennsylvania
$54K -$3.21K -213 -6%
OAM
561
Oppenheimer Asset Management
New York
$53K -$4.92K -327 -8%
BA
562
Ballast Advisors
Minnesota
$53K – – –
SQA
563
Simon Quick Advisors
New Jersey
$53K +$53K +3,564 New
PA
564
Parallel Advisors
California
$50K -$92K -6,174 -65%
GWMIA
565
Global Wealth Management Investment Advisory
Florida
$44K +$44K +2,958 New
DCM
566
Davidson Capital Management
Texas
$43K -$19.7M -1,316,643 -100%
WEC
567
Winslow Evans & Crocker
Massachusetts
$42K – – –
VCP
568
Verus Capital Partners
Arizona
$40K -$1.72K -114 -4%
PIP
569
Peachtree Investment Partners
Florida
$36K +$351 +24 +1%
LWM
570
Liberty Wealth Management
California
$35K – – –
PO
571
Private Ocean
California
$33K +$33K +2,250 New
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$31K +$26.5K +1,785 +589%
PCIA
573
Prime Capital Investment Advisors
Kansas
$30K +$8.57K +570 +40%
LIA
574
LS Investment Advisors
Michigan
$29K – – –
HPC
575
HM Payson & Co
Maine
$28K – – –
21 22
23
24 25