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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 %
AIP
626
Ameritas Investment Partners
Nebraska
$4K – – –
IFAM
627
Institutional & Family Asset Management
Colorado
$4K – – –
NG
628
NWK Group
California
$4K +$4K +261 New
LB
629
Legacy Bridge
Iowa
$4K +$4K +300 New
SIS
630
Sound Income Strategies
Florida
$3K – – –
IWP
631
IAG Wealth Partners
Wisconsin
$3K – – –
TFA
632
Toth Financial Advisory
Virginia
$2K -$278K -16,698 -99%
BWP
633
Baldwin Wealth Partners
Massachusetts
$2K – – –
CG
634
Cutler Group
California
$2K – – –
GWS
635
Glassman Wealth Services
Virginia
$2K – – –
WA
636
WBH Advisory
Maryland
$1.21K -$16 -1,062 -1%
DTIM
637
Danda Trouve Investment Management
Kansas
$1K -$686K -55,596 -100%
CP
638
Corbenic Partners
Pennsylvania
$1K -$515K -30,915 -100%
WOC
639
West Oak Capital
California
$1K – – –
ANBT
640
American National Bank & Trust
Texas
$1K – – –
JWA
641
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
642
Tortoise Investment Management
New York
$1K – – –
EK
643
Evensky & Katz
Florida
$1K – – –
MWA
644
MFA Wealth Advisors
Pennsylvania
– -$7.84M -406,128 Closed
Jane Street
645
Jane Street
New York
– -$6.71M -347,550 Closed
JFA
646
Johanson Financial Advisors
California
– -$1.55M -269,946 Closed
MCA
647
Magnolia Capital Advisors
Mississippi
– -$5.09M -263,787 Closed
EGWAG
648
Elwood & Goetz Wealth Advisory Group
Georgia
– -$3.92M -202,923 Closed
PD
649
Planning Directions
Pennsylvania
– -$3.59M -185,865 Closed
KM
650
Kalos Management
Georgia
– -$3.31M -168,207 Closed
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