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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

646 hedge funds and large institutions have $3.72B invested in Schwab US Dividend Equity ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
13.28%
Holding in Top 10
76
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.11%
% of All Funds
1.56%
New
72
Increased
255
Reduced
230
Closed
67
Calls
$8.83M
Puts
$4.99M
Net Calls
+$3.85M
Net Calls Change
+$6.07M

Top Buyers

1
ETS
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
Morgan Stanley
New York
$83.4M
3
UBS Group
UBS Group
Switzerland
$153M
4
Bank of America
Bank of America
North Carolina
$93.2M
5
MAP
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$64.9M
2
CSIA
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
Wealthfront Advisers
California
$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
WANY
Wealthspire Advisors (New York)
New York
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
651
Pennsylvania Capital Management
Pennsylvania
– -$3.28M -221,769 Closed
DLCIG
652
D.L. Carlson Investment Group
New Hampshire
– -$2.62M -174,489 Closed
GPFA
653
Game Plan Financial Advisors
Ohio
– -$1.43M -96,186 Closed
TF
654
Trek Financial
Arizona
– -$1.32M -87,858 Closed
CWP
655
Capital Wealth Planning
Florida
– -$1.07M -71,073 Closed
Charles Schwab
656
Charles Schwab
California
– -$1.03M -68,976 Closed
SP
657
SWS Partners
Ohio
– -$842K -56,160 Closed
RFC
658
Regions Financial Corp
Alabama
– -$772K -51,495 Closed
SCA
659
Strategic Capital Advisers
Colorado
– -$758K -50,538 Closed
Susquehanna International Group
660
Susquehanna International Group
Pennsylvania
– -$651K -43,410 Closed
CWM
661
Centric Wealth Management
Illinois
– -$730K -41,337 Closed
DW
662
Domani Wealth
Pennsylvania
– -$576K -38,397 Closed
VCM
663
Vivaldi Capital Management
Illinois
– -$482K -32,163 Closed
RBCM
664
Raub Brock Capital Management
California
– -$443K -29,535 Closed
BAC
665
Boys Arnold & Co
North Carolina
– -$429K -28,641 Closed
WPW
666
Waldron Private Wealth
Pennsylvania
– -$429K -28,635 Closed
CBA
667
Coastal Bridge Advisors
Connecticut
– -$369K -24,579 Closed
SA
668
Strategic Advisors
New York
– -$395K -24,552 Closed
SBH
669
Segall Bryant & Hamill
Illinois
– -$316K -21,078 Closed
AFG
670
Arkansas Financial Group
Arkansas
– -$306K -20,457 Closed
AMM
671
American Money Management
California
– -$302K -20,130 Closed
BC
672
Brio Consultants
California
– -$300K -20,016 Closed
OCM
673
Orser Capital Management
Texas
– -$291K -19,383 Closed
SWM
674
Segment Wealth Management
Texas
– -$290K -19,317 Closed
TI
675
Trexquant Investment
Connecticut
– -$289K -19,263 Closed
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