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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 %
SIS
651
Sound Income Strategies
Florida
$4K – – –
CFG
652
Citizens Financial Group
Rhode Island
$4K +$4K +183 New
IWP
653
IAG Wealth Partners
Wisconsin
$4K +$4K +198 New
HIA
654
Harbor Investment Advisory
Maryland
$4K +$4K +216 New
LWM
655
Lionsbridge Wealth Management
Florida
$4K +$4K +219 New
BWP
656
Baldwin Wealth Partners
Massachusetts
$3K – – –
CCM
657
Covington Capital Management
California
$3K +$3K +171 New
CG
658
Cutler Group
California
$3K +$3K +186 New
Simplex Trading
659
Simplex Trading
Illinois
$2K -$37.4K -2,022 -95%
TIM
660
Tortoise Investment Management
New York
$2K – – –
GWS
661
Glassman Wealth Services
Virginia
$2K – – –
EK
662
Evensky & Katz
Florida
$1K -$15.9K -666 -94%
AIS
663
Accurate Investment Solutions
Pennsylvania
$1K – – –
WOC
664
West Oak Capital
California
$1K – – –
NC
665
NewSquare Capital
Pennsylvania
$1K – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$1K – – –
KPW
667
Kore Private Wealth
New York
$1K +$1K +30 New
ANBT
668
American National Bank & Trust
Texas
$1K +$1K +75 New
SHWM
669
Silicon Hills Wealth Management
Texas
$492 +$492 +339 New
BIA
670
BHK Investment Advisors
Alabama
– -$1.84M -100,500 Closed
BCM
671
Barometer Capital Management
Ontario, Canada
– -$1.42M -78,000 Closed
HR
672
Hayden Royal
North Carolina
– -$1.41M -76,755 Closed
TIM
673
Total Investment Management
Arizona
– -$654K -35,826 Closed
Susquehanna International Group
674
Susquehanna International Group
Pennsylvania
– -$641K -35,130 Closed
GM
675
GeoWealth Management
Illinois
– -$316K -17,325 Closed
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