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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
$602M
2
WANY
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
Wealthfront Advisers
California
$369M
5
Ameriprise
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
Manning & Napier Group
New York
$7.54M
2
SMG
Spectrum Management Group
Indiana
$611K
3
JIP
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
576
Pinnacle Bancorp
Nebraska
$77K – – –
OAM
577
Oppenheimer Asset Management
New York
$74K -$8.77K -456 -11%
PA
578
PSI Advisors
Florida
$74K +$74K +3,858 New
RBC
579
Roble Belko & Company
Pennsylvania
$73K -$17.8K -924 -20%
TWA
580
TCI Wealth Advisors
Arizona
$73K +$2.71K +141 +4%
FMP
581
Financial Management Professionals
Texas
$69K +$5.27K +273 +8%
BA
582
Ballast Advisors
Minnesota
$69K +$69K +3,561 New
IIA
583
ICW Investment Advisors
Arizona
$69K +$69K +3,570 New
GT
584
Glenmede Trust
Pennsylvania
$58K +$11.5K +600 +25%
LC
585
Lindbrook Capital
California
$56K +$56K +2,910 New
VCP
586
Verus Capital Partners
Arizona
$53K +$53K +2,763 New
WEC
587
Winslow Evans & Crocker
Massachusetts
$52K – – –
AC
588
AlphaCore Capital
California
$52K +$52K +2,700 New
CWC
589
Carolinas Wealth Consulting
North Carolina
$48K +$48K +2,496 New
MCWS
590
McKinley Carter Wealth Services
West Virginia
$47K +$47K +2,409 New
PIP
591
Peachtree Investment Partners
Florida
$47K +$47K +2,436 New
AWM
592
Atticus Wealth Management
Florida
$46K +$46K +2,406 New
LWM
593
Liberty Wealth Management
California
$45K – – –
BlackRock
594
BlackRock
New York
$42K +$9.67K +504 +30%
William Blair & Company
595
William Blair & Company
Illinois
$42K +$35K +1,833 +501%
LIA
596
LS Investment Advisors
Michigan
$37K – – –
EWM
597
EPG Wealth Management
Georgia
$37K +$37K +1,908 New
HPC
598
HM Payson & Co
Maine
$36K -$17.4K -888 -33%
EP
599
Eudaimonia Partners
Tennessee
$35K +$35K +1,800 New
OPS
600
Orion Portfolio Solutions
Nebraska
$34K +$34K +1,755 New
22 23
24
25 26