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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.

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
1
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
UBS Group
3
UBS Group
Switzerland
$153M
4
Bank of America
4
Bank of America
North Carolina
$93.2M
5
MAP
5
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$64.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$319M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$41.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
51
Madison Asset Management
Wisconsin
$13M 755,007 -185,334 -20%
RCA
52
Reitz Capital Advisors
Michigan
$12.8M 743,103 -130,506 -15%
WIC
53
Whitegate Investment Counselors
New Hampshire
$12.5M 723,393 -5,298 -0.7%
APW
54
Aurora Private Wealth
New Jersey
$12.3M 711,966 -509,376 -42%
NA
55
NewEdge Advisors
Louisiana
$12.2M 706,443 -14,769 -2%
RM
56
Resource Management
Louisiana
$12M 697,005 -31,329 -4%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$11.9M 655,047 +7,833 +1%
OIM
58
Opus Investment Management
Massachusetts
$11.8M 682,500 -17,400 -2%
WIP
59
Wellesley Investment Partners
Massachusetts
$11.6M 670,380 -28,446 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$11.4M 660,834 +33,675 +5%
CA
61
Capital Advantage
California
$11.3M 657,357 -21,885 -3%
SFA
62
Souders Financial Advisors
Ohio
$11.1M 645,969 -172,608 -21%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$10.9M 630,681 +322,035 +104%
PA
64
Planning Alternatives
Michigan
$10.7M 623,148 +23,847 +4%
SS
65
Simplicity Solutions
Minnesota
$10.7M 622,776 -150,696 -19%
HighTower Advisors
66
HighTower Advisors
Illinois
$10.4M 605,349 +131,586 +28%
UWM
67
USAdvisors Wealth Management
Minnesota
$10.3M 599,814 -75,240 -11%
SIM
68
Stratos Investment Management
Ohio
$10.3M 596,130 +9,177 +2%
UCFA
69
United Capital Financial Advisors
Texas
$10M 582,417 +216,156 +59%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$9.98M 578,355 +84,315 +17%
VWA
71
Visionary Wealth Advisors
Illinois
$9.67M 560,646 +142,962 +34%
VDI
72
Vaughan David Investments
Illinois
$9.05M 524,418 +42,015 +9%
SCP
73
Shorepoint Capital Partners
Massachusetts
$8.84M 512,199 +7,311 +1%
SFG
74
Sunburst Financial Group
Alabama
$8.77M 508,569 +34,506 +7%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$8.77M 508,383 +67,020 +15%
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