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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 %
JCM
551
Jacobi Capital Management
Pennsylvania
$206K +$38.7K +2,094 +23%
CWM
552
Cornerstone Wealth Management
Missouri
$206K +$206K +11,181 New
FPCG
553
Fort Pitt Capital Group
Pennsylvania
$205K -$26.1K -1,419 -11%
RWB
554
RMR Wealth Builders
New Jersey
$204K +$204K +11,058 New
BBA
555
BLB&B Advisors
Pennsylvania
$204K +$204K +11,070 New
AP
556
Adero Partners
California
$204K +$204K +11,094 New
AFA
557
American Financial Advisors
Georgia
$201K -$15.9K -861 -7%
QC
558
QCM Cayman
Texas
$200K -$180K -9,789 -47%
FHC
559
First Heartland Consultants
Missouri
$200K -$101K -5,502 -34%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$200K -$27.3K -1,482 -12%
DI
561
Disciplined Investments
Oklahoma
$195K +$1.94K +105 +1%
PS
562
Planned Solutions
California
$186K +$186K +10,107 New
LWANC
563
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K – – –
MHR
564
Matthew Hamilton Rosenberg
$171K +$2.1K +114 +1%
ABC
565
Associated Banc-Corp
Wisconsin
$167K +$15.2K +825 +10%
PP
566
PDS Planning
Ohio
$161K -$25.7K -1,395 -14%
LWA
567
Lenox Wealth Advisors
New York
$140K – – –
CAL
568
Capital Advisors Ltd
Ohio
$137K – – –
BFEC
569
Benjamin F. Edwards & Company
Missouri
$126K +$9.05K +489 +8%
CFB
570
Cullen/Frost Bankers
Texas
$122K +$72.3K +3,927 +145%
FNC
571
First National Corp
Massachusetts
$122K +$2.74K +10,497 +2%
HFS
572
HBC Financial Services
Washington
$121K – – –
EW
573
Element Wealth
Mississippi
$119K – – –
FPFS
574
First Personal Financial Services
North Carolina
$118K – – –
CCMW
575
Cypress Capital Management (Wyoming)
Wyoming
$114K – – –
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23
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