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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
$366M
2
WANY
Wealthspire Advisors (New York)
New York
$56M
3
CSIA
Charles Schwab Investment Advisory
California
$494M
4
OWM
Orgel Wealth Management
Wisconsin
$19.4M
5
Morgan Stanley
Morgan Stanley
New York
$54.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43K
2
PRS
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
576
BlackRock
New York
$27K -$5.42K -366 -17%
EP
577
Eudaimonia Partners
Tennessee
$27K – – –
PA
578
Procyon Advisors
Connecticut
$26K +$7.75K +522 +42%
WCM
579
Wealthcare Capital Management
Virginia
$25K +$25K +1,695 New
CFD
580
Creative Financial Designs
Indiana
$24K -$84.1K -5,613 -78%
MF
581
Manchester Financial
California
$24K -$222 -15 -0.9%
SIM
582
Sonora Investment Management
Arizona
$24K +$9.14K +600 +62%
HIA
583
Harbor Investment Advisory
Maryland
$24K +$20.8K +1,389 +643%
SF
584
Synovus Financial
Georgia
$24K +$24K +1,629 New
Fifth Third Bancorp
585
Fifth Third Bancorp
Ohio
$23K -$55.2K -3,606 -71%
GCM
586
Gables Capital Management
Florida
$22K +$22K +1,500 New
FA
587
Faithward Advisors
Pennsylvania
$20K – – –
BCA
588
Berman Capital Advisors
Georgia
$20K +$174 +12 +0.9%
CCA
589
Column Capital Advisors
Indiana
$20K +$1.12K +75 +6%
CAC
590
Certified Advisory Corp
Florida
$19K +$178 +12 +0.9%
RCA
591
Rowland Carmichael Advisors
Arizona
$18K – – –
VRM
592
Vectors Research Management
New York
$18K – – –
CFFP
593
Center for Financial Planning
Michigan
$18K – – –
AA
594
Advisory Alpha
Michigan
$17.5K – – –
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
WC
596
Westwind Capital
New Mexico
$17K – – –
AW
597
Avion Wealth
Texas
$17K +$17K +1,161 New
BWA
598
Burt Wealth Advisors
Maryland
$16K – – –
FCM
599
Firestone Capital Management
Florida
$16K +$16K +1,050 New
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
22 23
24
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