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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.

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
1
Wealthfront Advisers
California
$366M
2
WANY
2
Wealthspire Advisors (New York)
New York
$56M
3
CSIA
3
Charles Schwab Investment Advisory
California
$494M
4
OWM
4
Orgel Wealth Management
Wisconsin
$19.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$54.7M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$43K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
3
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$11.6M 773,472 +742,911 +2,431%
CA
52
Capital Advantage
California
$11.3M 679,242 +11,229 +2%
CPA
53
Clear Perspective Advisors
Illinois
$11.2M 749,331 +557,676 +291%
WIC
54
Whitegate Investment Counselors
New Hampshire
$10.9M 728,691 +4,527 +0.6%
RM
55
Resource Management
Louisiana
$10.9M 728,334 +155,085 +27%
NA
56
NewEdge Advisors
Louisiana
$10.8M 721,212 +14,310 +2%
OIM
57
Opus Investment Management
Massachusetts
$10.5M 699,900 – –
WIP
58
Wellesley Investment Partners
Massachusetts
$10.5M 698,826 -1,047 -0.1%
NDSI
59
Newman Dignan & Sheerar Inc
Rhode Island
$10.4M 647,214 +3,810 +0.6%
UWM
60
USAdvisors Wealth Management
Minnesota
$10.1M 675,054 -45,885 -6%
JFA
61
JNBA Financial Advisors
Minnesota
$9.64M 642,825 +178,980 +39%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$9.6M 640,131 +344,988 +117%
MML Investors Services
63
MML Investors Services
Massachusetts
$9.4M 627,159 +91,302 +17%
PA
64
Planning Alternatives
Michigan
$8.99M 599,301 +65,445 +12%
SIM
65
Stratos Investment Management
Ohio
$8.8M 586,953 -11,031 -2%
EWA
66
Evolution Wealth Advisors
Florida
$8.73M 581,901 -90,864 -14%
FAAS
67
First Allied Advisory Services
California
$8.14M 542,544 +290,817 +116%
FCAS
68
First Command Advisory Services
Texas
$7.67M 511,044 +28,878 +6%
SHJ
69
Sharkey, Howes & Javer
Colorado
$7.62M 507,936 +234,348 +86%
SCP
70
Shorepoint Capital Partners
Massachusetts
$7.57M 504,888 +121,827 +32%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$7.41M 494,040 -114,225 -19%
VDI
72
Vaughan David Investments
Illinois
$7.23M 482,403 +62,949 +15%
MNG
73
Manning & Napier Group
New York
– – – –
AWA
74
Acorn Wealth Advisors
Michigan
$7.11M 461,148 +36,363 +9%
SFG
75
Sunburst Financial Group
Alabama
$7.11M 474,063 +221,598 +88%
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