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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 %
JIC
651
JRM Investment Counsel
Nebraska
– -$3.06M -158,586 Closed
AI
652
Atria Investments
North Carolina
– -$2.17M -112,314 Closed
CS
653
Credit Suisse
Switzerland
– -$2.07M -106,995 Closed
Goldman Sachs
654
Goldman Sachs
New York
– -$1.76M -90,960 Closed
Fisher Asset Management
655
Fisher Asset Management
Washington
– -$1.1M -57,162 Closed
ACA
656
Ackerman Capital Advisors
Texas
– -$1.07M -55,188 Closed
EE
657
EWG Elevate
California
– -$941K -48,765 Closed
Chevy Chase Trust
658
Chevy Chase Trust
Maryland
– -$759K -39,285 Closed
LWMM
659
Legacy Wealth Management (Mississippi)
Mississippi
– -$637K -33,000 Closed
JWCA
660
J.W. Cole Advisors
Florida
– -$573K -29,655 Closed
NC
661
NovaPoint Capital
Georgia
– -$529K -27,393 Closed
BCI
662
Brinker Capital Investments
Pennsylvania
– -$496K -25,674 Closed
B
663
Bailard
California
– -$486K -25,179 Closed
NL
664
NWAM LLC
Washington
– -$479K -24,825 Closed
GLA
665
Good Life Advisors
Pennsylvania
– -$475K -24,513 Closed
Millennium Management
666
Millennium Management
New York
– -$473K -24,483 Closed
PWA
667
Physician Wealth Advisors
Utah
– -$475K -24,393 Closed
CGL
668
Clarius Group LLC
Washington
– -$466K -23,886 Closed
ZIM
669
Zacks Investment Management
Illinois
– -$434K -22,488 Closed
NSAM
670
North Star Asset Management
Wisconsin
– -$434K -22,485 Closed
HIC
671
Holderness Investments Company
North Carolina
– -$389K -20,172 Closed
Cetera Investment Advisers
672
Cetera Investment Advisers
Illinois
– -$384K -19,878 Closed
MSR
673
Main Street Research
Connecticut
– -$373K -19,299 Closed
3C
674
361 Capital
Colorado
– -$343K -17,739 Closed
SW
675
SVB Wealth
Massachusetts
– -$330K -17,076 Closed
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