SCHD icon

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 %
FCA
676
FinTrust Capital Advisors
South Carolina
$77 +$31 +1,698 +69%
JIP
677
JBJ Investment Partners
South Carolina
– -$74.4M -4,311,777 Closed
GKWIM
678
Gerber Kawasaki Wealth & Investment Management
California
– -$20.1M -1,166,136 Closed
PP
679
Paloma Partners
Connecticut
– -$5.61M -325,098 Closed
OMC
680
Old Mission Capital
Illinois
– -$4.05M -234,771 Closed
CAG
681
Csenge Advisory Group
Florida
– -$1.5M -86,982 Closed
CWS
682
Cypress Wealth Services
California
– -$1.21M -70,119 Closed
RCA
683
Resonant Capital Advisors
Wisconsin
– -$1.12M -65,166 Closed
VWA
684
V Wealth Advisors
Kansas
– -$547K -31,698 Closed
Renaissance Technologies
685
Renaissance Technologies
New York
– -$518K -30,000 Closed
WWM
686
WT Wealth Management
Arizona
– -$420K -24,351 Closed
SB
687
Sunflower Bank
Texas
– -$385K -22,371 Closed
CCG
688
Cypress Capital Group
Florida
– -$375K -21,735 Closed
SW
689
SkyOak Wealth
Michigan
– -$356K -20,652 Closed
TIA
690
Traphagen Investment Advisors
New Jersey
– -$330K -19,131 Closed
DI
691
DFPG Investments
Utah
– -$290K -16,911 Closed
NL
692
NWAM LLC
Washington
– -$272K -15,798 Closed
COF
693
Capital One Financial
Virginia
– -$240K -13,911 Closed
WCWM
694
Wooster Corthell Wealth Management
Connecticut
– -$230K -13,326 Closed
BSW
695
Buckingham Strategic Wealth
Missouri
– -$210K -12,162 Closed
SC
696
SouthState Corp
Florida
– -$207K -12,000 Closed
AWM
697
Apollon Wealth Management
South Carolina
– -$162K -9,381 Closed
OPS
698
Orion Portfolio Solutions
Nebraska
– -$53K -3,045 Closed
EWP
699
Engrave Wealth Partners
Texas
– -$50K -2,931 Closed
PA
700
Procyon Advisors
Connecticut
– -$46K -2,682 Closed
25 26 27
28
29