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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 %
VFA
576
Valeo Financial Advisors
Indiana
$111K +$663 +36 +0.6%
PK
577
Pflug Koory
Nebraska
$110K – – –
BAMG
578
Brand Asset Management Group
Missouri
$107K – – –
SIAS
579
Shine Investment Advisory Services
Colorado
$100K – – –
SSB
580
Sandy Spring Bank
Maryland
$99K – – –
William Blair & Company
581
William Blair & Company
Illinois
$95K -$1.04M -56,742 -92%
WOC
582
West Oak Capital
California
$92K +$52.6K +2,850 +133%
SIC
583
Salem Investment Counselors
North Carolina
$90K – – –
GAM
584
Gemmer Asset Management
California
$86K +$6.23K +339 +8%
FMP
585
Financial Management Professionals
Texas
$85K +$389 +21 +0.5%
TC
586
Trust Company
Kansas
$82K +$49.9K +2,712 +155%
PA
587
Parallel Advisors
California
$76K +$10.2K +558 +16%
PWMG
588
Prestige Wealth Management Group
New Jersey
$74K -$1.87K -102 -2%
Bank of Montreal
589
Bank of Montreal
Ontario, Canada
$69K – – –
MA
590
MUFG Americas
New York
$69K – – –
TWA
591
TCI Wealth Advisors
Arizona
$68K +$55 +3 +0.1%
BA
592
Ballast Advisors
Minnesota
$66K – – –
HFA
593
Hoover Financial Advisors
Pennsylvania
$65K +$110 +6 +0.2%
SQA
594
Simon Quick Advisors
New Jersey
$63K – – –
NFSG
595
Newbridge Financial Services Group
Florida
$60K +$60K +3,234 New
Deutsche Bank
596
Deutsche Bank
Germany
$59K -$683K -36,939 -92%
AWA
597
Arkadios Wealth Advisors
Georgia
$51.7K +$42.9K +2,193 +491%
PCIA
598
Prime Capital Investment Advisors
Kansas
$51K -$4.89K -264 -9%
WEC
599
Winslow Evans & Crocker
Massachusetts
$49K – – –
SIM
600
Sonora Investment Management
Arizona
$46K +$27.9K +1,500 +154%
22 23
24
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