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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 %
MSFP
601
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
FCA
602
FinTrust Capital Advisors
South Carolina
$15K +$185 +12 +1%
PMFA
603
Plante Moran Financial Advisors
Michigan
$14K -$6.56K -447 -32%
HWA
604
HCR Wealth Advisors
California
$14K – – –
FP
605
Financial Perspectives
Minnesota
$13.1K +$9.68K +645 +283%
SFG
606
Sowa Financial Group
Rhode Island
$13K – – –
OC
607
Oakworth Capital
Alabama
$13K – – –
WT
608
Whittier Trust
California
$13K – – –
WT
609
Washington Trust
Rhode Island
$13K +$13K +900 New
HNB
610
Huntington National Bank
Ohio
$12K -$16K – –
WP
611
WealthShield Partners
North Carolina
$12K – – –
EWP
612
Engrave Wealth Partners
Texas
$12K – – –
WB
613
West Bancorporation
Iowa
$12K – – –
OIA
614
Optimum Investment Advisors
Illinois
$12K +$91 +6 +0.8%
1IA
615
1834 Investment Advisors
Wisconsin
$11K – – –
Rockefeller Capital Management
616
Rockefeller Capital Management
New York
$11K +$11K +756 New
MWM
617
MBE Wealth Management
Wisconsin
$10K +$10K +675 New
JGIA
618
Jackson Grant Investment Advisers
Connecticut
$9K +$86 +6 +1%
KFI
619
Key Financial Inc
Pennsylvania
$9K +$9K +597 New
PCA
620
Providence Capital Advisors
North Carolina
$7K +$7K +456 New
AWA
621
Arkadios Wealth Advisors
Georgia
$6.7K – – –
RIA
622
RPG Investment Advisory
California
$6K – – –
ZB
623
Zions Bancorporation
Utah
$6K +$6K +414 New
QCMC
624
Quantum Capital Management (California)
California
$5K – – –
HFA
625
HC Financial Advisors
California
$5K +$5K +303 New
23 24
25
26 27