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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
1
Orgel Wealth Management
Wisconsin
$120M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
KFP
4
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
1
JBJ Investment Partners
South Carolina
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$428M
4
MNG
4
Manning & Napier Group
New York
$9.28M
5
PA
5
Planning Alternatives
Michigan
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
651
Ameritas Investment Partners
Nebraska
$6K – – –
LB
652
Legacy Bridge
Iowa
$6K – – –
CAM
653
Costello Asset Management
Pennsylvania
$6K +$6K +300 New
NG
654
NWK Group
California
$5K – – –
QCMC
655
Quantum Capital Management (California)
California
$5K – – –
MA
656
MCF Advisors
Kentucky
$5K – – –
IFAM
657
Institutional & Family Asset Management
Colorado
$5K – – –
TIM
658
Tortoise Investment Management
New York
$5K +$3.32K +177 +197%
SIS
659
Sound Income Strategies
Florida
$4K – – –
IWP
660
IAG Wealth Partners
Wisconsin
$4K – – –
PO
661
Private Ocean
California
$3K – – –
BWP
662
Baldwin Wealth Partners
Massachusetts
$3K – – –
CP
663
Corbenic Partners
Pennsylvania
$3K +$3K +180 New
JSC
664
Jackson Square Capital
California
$3K +$3K +189 New
DOA
665
D'Orazio & Associates
Virginia
$2K – – –
DTIM
666
Danda Trouve Investment Management
Kansas
$2K – – –
TFM
667
TFC Financial Management
Massachusetts
$2K +$2K +117 New
EK
668
Evensky & Katz
Florida
$1K -$400 -12 -29%
NC
669
NewSquare Capital
Pennsylvania
$1K – – –
JWA
670
JFS Wealth Advisors
Pennsylvania
$1K – – –
SJIM
671
St. Johns Investment Management
Florida
$1K +$1K +54 New
CPW
672
Catalyst Private Wealth
California
$1K +$1K +78 New
Millennium Management
673
Millennium Management
New York
$879 +$54 +2,904 +6%
FCH
674
Freestone Capital Holdings
Washington
$337 +$337 +18 New
CPA
675
Clear Perspective Advisors
Illinois
$209 -$5 -17,844 -2%
25 26
27
28 29