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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$14.3M 567,843 – –
SL
52
Systelligence LLC
Minnesota
$14.1M 767,244 -20,886 -3%
SFA
53
Souders Financial Advisors
Ohio
$13.9M 676,773 +30,804 +5%
WIC
54
Whitegate Investment Counselors
New Hampshire
$13.7M 743,925 +20,532 +3%
JWM
55
Janiczek Wealth Management
Colorado
$13.5M 733,242 -70,773 -9%
AAS
56
Avantax Advisory Services
Texas
$13.3M 721,227 +639,828 +786%
AWM
57
AE Wealth Management
Kansas
$13.1M 710,403 -111,045 -14%
NA
58
NewEdge Advisors
Louisiana
$13M 704,154 -2,289 -0.3%
RM
59
Resource Management
Louisiana
$12.7M 688,458 -8,547 -1%
OIM
60
Opus Investment Management
Massachusetts
$12.6M 682,500 – –
WIP
61
Wellesley Investment Partners
Massachusetts
$12.5M 676,101 +5,721 +0.9%
NDSI
62
Newman Dignan & Sheerar Inc
Rhode Island
$12.3M 669,594 +14,547 +2%
CA
63
Capital Advantage
California
$12.2M 634,704 -22,653 -3%
MAM
64
Marquette Asset Management
Minnesota
$11.5M 622,680 +457,575 +277%
GWM
65
Geneos Wealth Management
Colorado
$11.4M 632,196 +621,303 +5,704%
SIM
66
Stratos Investment Management
Ohio
$10.9M 593,469 -2,661 -0.4%
VDI
67
Vaughan David Investments
Illinois
$10.8M 586,236 +61,818 +12%
VWA
68
Visionary Wealth Advisors
Illinois
$10.4M 564,423 +3,777 +0.7%
LA
69
LVW Advisors
New York
$10.4M 561,729 +127,146 +29%
IAN
70
Integrated Advisors Network
Texas
$10.2M 555,138 +334,977 +152%
SFG
71
Sunburst Financial Group
Alabama
$10M 545,016 +36,447 +7%
CST
72
Charles Schwab Trust
Nevada
$9.93M 538,824 +32,391 +6%
HighTower Advisors
73
HighTower Advisors
Illinois
$9.62M 522,552 -82,797 -14%
RJA
74
Raymond James & Associates
Florida
$9.51M 515,952 +42,747 +9%
SS
75
Simplicity Solutions
Minnesota
$9.45M 512,670 -110,106 -18%
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