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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 %
BCM
676
Bayesian Capital Management
New York
– -$283K -18,849 Closed
EVM
677
Eaton Vance Management
Massachusetts
– -$254K -16,941 Closed
AF
678
Alerus Financial
North Dakota
– -$247K -16,494 Closed
DT
679
Diversified Trust
Tennessee
– -$244K -16,254 Closed
BSAM
680
Blue Sky Asset Management
Colorado
– -$242K -16,167 Closed
FA
681
FDx Advisors
Illinois
– -$238K -15,870 Closed
MWA
682
Meridian Wealth Advisors
Texas
– -$233K -15,573 Closed
CFG
683
CMC Financial Group
Georgia
– -$206K -13,737 Closed
IAA
684
Independent Advisor Alliance
North Carolina
– -$203K -13,572 Closed
NEPWA
685
New England Private Wealth Advisors
Massachusetts
– -$204K -13,527 Closed
RRC
686
Relaxing Retirement Coach
Massachusetts
– -$201K -13,440 Closed
Wolverine Trading
687
Wolverine Trading
Illinois
– -$203K -13,293 Closed
CS
688
Capital Square
Tennessee
– -$181K -12,051 Closed
Simplex Trading
689
Simplex Trading
Illinois
– -$154K -10,329 Closed
TC
690
Tatro Capital
Kentucky
– -$109K -7,251 Closed
SWA
691
Stratos Wealth Advisors
Ohio
– -$85K -5,658 Closed
CAN
692
Claraphi Advisory Network
United States
– -$72K -4,794 Closed
EWM
693
Elmwood Wealth Management
California
– -$60K -3,669 Closed
OAM
694
Oppenheimer Asset Management
New York
– -$53K -3,522 Closed
GWMIA
695
Global Wealth Management Investment Advisory
Florida
– -$44K -2,958 Closed
DCM
696
Davidson Capital Management
Texas
– -$43K -2,871 Closed
LWM
697
Liberty Wealth Management
California
– -$35K -2,352 Closed
WAP
698
Wealthcare Advisory Partners
Pennsylvania
– -$31K -2,088 Closed
WCM
699
Wealthcare Capital Management
Virginia
– -$25K -1,695 Closed
SF
700
Synovus Financial
Georgia
– -$24K -1,629 Closed
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