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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

665 hedge funds and large institutions have $3.95B invested in Schwab US Dividend Equity ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 272 increasing their positions, 156 reducing their positions, and 22 closing their positions.

Holders
665
Holders Change
+122
Holders Change %
+22.47%
% of All Funds
13.13%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.36%
New
152
Increased
272
Reduced
156
Closed
22
Calls
$4.78M
Puts
$4.2M
Net Calls
+$582K
Net Calls Change
-$1.64M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$602M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28M
3
Bank of America
3
Bank of America
North Carolina
$78.9M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$369M
5
Ameriprise
5
Ameriprise
Minnesota
$65M

Top Sellers

1
MNG
1
Manning & Napier Group
New York
$7.54M
2
SMG
2
Spectrum Management Group
Indiana
$611K
3
JIP
3
JBJ Investment Partners
South Carolina
$96.1M
4
BFG
4
Bouchey Financial Group
New York
$640K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
51
Wellesley Investment Partners
Massachusetts
$13.5M -$261K -13,536 -2%
JWM
52
Janiczek Wealth Management
Colorado
$13.3M +$576K +29,820 +5%
CA
53
Capital Advantage
California
$13.1M +$627K +31,947 +5%
EWA
54
Evolution Wealth Advisors
Florida
$13M +$13M +672,765 New
KFP
55
Keystone Financial Planning
Ohio
$11.8M +$630K +32,631 +6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$11.7M +$5.49M +284,376 +88%
SIM
57
Stratos Investment Management
Ohio
$11.5M -$595K -30,825 -5%
Citigroup
58
Citigroup
New York
$11.5M -$290 -15 -0%
ICM
59
Islay Capital Management
Texas
$11.2M +$11.2M +580,200 New
RM
60
Resource Management
Louisiana
$11.1M +$2.02M +104,802 +22%
GWM
61
Geneos Wealth Management
Colorado
$11M +$454K +23,418 +4%
KIA
62
KCM Investment Advisors
California
$10.7M +$53.1K +2,751 +0.5%
MML Investors Services
63
MML Investors Services
Massachusetts
$10.3M +$1.69M +87,669 +20%
PA
64
Planning Alternatives
Michigan
$10.3M +$544K +28,158 +6%
CST
65
Charles Schwab Trust
Nevada
$9.93M -$489K -25,341 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$9.88M +$759K +39,417 +8%
CWM
67
CCG Wealth Management
California
$9.74M +$1.23M +63,639 +14%
FI
68
FormulaFolio Investments
Michigan
$9.62M +$8.89M +460,725 +1,228%
FNC
69
First National Corp
Massachusetts
$9.38M +$58.4K +3,027 +0.6%
FCAS
70
First Command Advisory Services
Texas
$9.34M +$254K +13,104 +3%
CFO
71
CVA Family Office
Colorado
$9.15M +$9.15M +474,021 New
FFWA
72
FRG Family Wealth Advisors
Washington
$8.98M +$2.58M +133,485 +40%
JFA
73
JNBA Financial Advisors
Minnesota
$8.96M +$3.38M +175,254 +61%
PAI
74
Pittenger & Anderson Inc
Nebraska
$8.64M +$397K +20,544 +5%
AWA
75
Acorn Wealth Advisors
Michigan
$8.15M -$104K -5,430 -1%
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