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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 %
EWM
701
Evermay Wealth Management
Virginia
– -$228K -11,805 Closed
TNB
702
TCF National Bank
South Dakota
– -$228K -11,799 Closed
TSWM
703
Triangle Securities Wealth Management
North Carolina
– -$225K -11,676 Closed
RP
704
Rowlandmiller & Partners
Georgia
– -$222K -11,475 Closed
CC
705
Cadinha & Co
Hawaii
– -$220K -11,400 Closed
RCM
706
RNC Capital Management
California
– -$219K -11,361 Closed
CWM
707
Cornerstone Wealth Management
Missouri
– -$219K -11,337 Closed
BBA
708
BLB&B Advisors
Pennsylvania
– -$218K -11,295 Closed
LIM
709
Loudon Investment Management
New Hampshire
– -$217K -11,250 Closed
PAM
710
Peak Asset Management
Colorado
– -$217K -11,229 Closed
FC
711
Fulcrum Capital
Washington
– -$215K -11,130 Closed
FPTW
712
Franklin, Parlapiano, Turner & Welch
Texas
– -$214K -11,100 Closed
AFA
713
American Financial Advisors
Georgia
– -$202K -11,097 Closed
AP
714
Adero Partners
California
– -$214K -11,094 Closed
FWSM
715
First Wilshire Securities Management
California
– -$213K -11,025 Closed
GC
716
Grimes & Company
Massachusetts
– -$210K -10,875 Closed
MGIA
717
Moneta Group Investment Advisors
Missouri
– -$202K -10,464 Closed
MWP
718
MYCIO Wealth Partners
Pennsylvania
– -$198K -10,248 Closed
IWA
719
Intercontinental Wealth Advisors
Texas
– -$194K -9,900 Closed
MWA
720
Moser Wealth Advisors
Washington
– -$191K -9,885 Closed
IFWM
721
Institute for Wealth Management
Colorado
– -$190K -9,828 Closed
PWP
722
Personal Wealth Partners
Minnesota
– -$152K -7,884 Closed
ACM
723
Allred Capital Management
Texas
– -$128K -6,609 Closed
SBSB
724
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$127K -6,576 Closed
TCWM
725
Total Clarity Wealth Management
Illinois
– -$109K -5,664 Closed
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