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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
$83.4M
3
UBS Group
UBS Group
Switzerland
$153M
4
Bank of America
Bank of America
North Carolina
$93.2M
5
MAP
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$64.9M
2
CSIA
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
Wealthfront Advisers
California
$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
WANY
Wealthspire Advisors (New York)
New York
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$109K -$28.6K -1,659 -21%
HFS
552
HBC Financial Services
Washington
$106K -$36.7K -2,073 -26%
VFA
553
Valeo Financial Advisors
Indiana
$103K +$412 +24 +0.4%
PK
554
Pflug Koory
Nebraska
$103K +$3.38K +195 +3%
CCMW
555
Cypress Capital Management (Wyoming)
Wyoming
$101K – – –
BAMG
556
Brand Asset Management Group
Missouri
$100K – – –
SIAS
557
Shine Investment Advisory Services
Colorado
$93K – – –
SSB
558
Sandy Spring Bank
Maryland
$93K – – –
SIC
559
Salem Investment Counselors
North Carolina
$84K – – –
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$80K +$80K +4,665 New
FMP
561
Financial Management Professionals
Texas
$79K +$363 +21 +0.5%
GAM
562
Gemmer Asset Management
California
$75K +$571 +33 +0.8%
PWMG
563
Prestige Wealth Management Group
New Jersey
$71K – – –
TWA
564
TCI Wealth Advisors
Arizona
$64K -$164K -9,447 -72%
MA
565
MUFG Americas
New York
$64K -$52.9K -3,078 -45%
Bank of Montreal
566
Bank of Montreal
Ontario, Canada
$62K – – –
BA
567
Ballast Advisors
Minnesota
$61K – – –
PA
568
Parallel Advisors
California
$61K +$3.98K +234 +7%
HFA
569
Hoover Financial Advisors
Pennsylvania
$61K +$61K +3,531 New
SQA
570
Simon Quick Advisors
New Jersey
$59K -$2.43K -141 -4%
OPS
571
Orion Portfolio Solutions
Nebraska
$53K -$24.3K -1,395 -31%
PCIA
572
Prime Capital Investment Advisors
Kansas
$52K +$17.6K +1,023 +51%
EWP
573
Engrave Wealth Partners
Texas
$50K +$35.8K +2,100 +253%
CFB
574
Cullen/Frost Bankers
Texas
$47K +$47K +2,700 New
WEC
575
Winslow Evans & Crocker
Massachusetts
$46K -$51 -3 -0.1%
21 22
23
24 25