SCHD icon

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 %
GKIM
626
GW&K Investment Management
Massachusetts
$21K +$21K +1,125 New
ACA
627
Aptus Capital Advisors
Alabama
$18K – – –
HWA
628
HCR Wealth Advisors
California
$18K – – –
OC
629
Oakworth Capital
Alabama
$17K – – –
SFG
630
Sowa Financial Group
Rhode Island
$16K – – –
WT
631
Whittier Trust
California
$16K – – –
OIA
632
Optimum Investment Advisors
Illinois
$15K +$113 +6 +0.8%
MFT
633
Moisand Fitzgerald Tamayo
Florida
$15K +$15K +792 New
CFD
634
Creative Financial Designs
Indiana
$14K -$15.5K -849 -53%
WB
635
West Bancorporation
Iowa
$14K -$569 -30 -4%
RCA
636
Rowland Carmichael Advisors
Arizona
$14K – – –
Rockefeller Capital Management
637
Rockefeller Capital Management
New York
$14K +$109 +6 +0.8%
LFG
638
Larson Financial Group
Missouri
$13K -$3.19K -168 -20%
1IA
639
1834 Investment Advisors
Wisconsin
$13K – – –
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$12K +$113 +6 +0.9%
PFS
641
Prospera Financial Services
Texas
$12K +$12K +672 New
UWM
642
USAdvisors Wealth Management
Minnesota
$11.1K +$73 +3,966 +0.7%
FPB
643
First PREMIER Bank
South Dakota
$11K +$11K +600 New
Koshinski Asset Management
644
Koshinski Asset Management
Illinois
$10.5K +$530 +27,024 +5%
WAS
645
Winch Advisory Services
Wisconsin
$9K +$9K +474 New
AA
646
AlphaMark Advisors
Kentucky
$9K +$9K +510 New
RIA
647
RPG Investment Advisory
California
$8K – – –
FA
648
Faithward Advisors
Pennsylvania
$8K – – –
EWM
649
Edge Wealth Management
New York
$6K -$228K -13,122 -97%
Bessemer Group
650
Bessemer Group
New Jersey
$6K – – –
24 25
26
27 28