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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 %
WT
626
Whittier Trust
California
$17K – – –
SFG
627
Sowa Financial Group
Rhode Island
$17K +$17K +867 New
HNB
628
Huntington National Bank
Ohio
$16K -$38K – –
EWP
629
Engrave Wealth Partners
Texas
$16K +$16K +831 New
TRCT
630
Tower Research Capital (TRC)
New York
$16K +$16K +849 New
WP
631
WealthShield Partners
North Carolina
$15K – – –
OIA
632
Optimum Investment Advisors
Illinois
$15K +$115 +6 +0.8%
IF
633
Ironwood Financial
Arizona
$15K +$291 +15 +2%
WB
634
West Bancorporation
Iowa
$15K +$15K +768 New
RFA
635
Reilly Financial Advisors
California
$14K -$9.53K -486 -41%
1IA
636
1834 Investment Advisors
Wisconsin
$14K – – –
WQ
637
Wealth Quarterback
New Jersey
$13.8K +$13.8K +3,249 New
NDSI
638
Newman Dignan & Sheerar Inc
Rhode Island
$12.4K -$2.46K -127,491 -17%
GAM
639
Gemmer Asset Management
California
$12K – – –
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$12K +$174 +9 +1%
AWA
641
Arkadios Wealth Advisors
Georgia
$8.78K +$8.78K +447 New
GFPC
642
Global Financial Private Client
Florida
$8.69K +$8.69K +450 New
RIA
643
RPG Investment Advisory
California
$8K – – –
CAL
644
Capital Advisors Ltd
Ohio
$8K +$8K +396 New
LS
645
Leelyn Smith
Illinois
$7.92K +$7.92K +410,880 New
AIP
646
Ameritas Investment Partners
Nebraska
$6K -$818 -45 -12%
QCMC
647
Quantum Capital Management (California)
California
$6K – – –
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +303 New
IFAM
649
Institutional & Family Asset Management
Colorado
$5K – – –
FP
650
Financial Perspectives
Minnesota
$4.42K +$4.42K +228 New
24 25
26
27 28