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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 Market Value Shares Shares
Change 		Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$8.1M 419,454 +64,446 +18%
KBFS
77
Kohmann Bosshard Financial Services
Ohio
$7.96M 412,071 +6,795 +2%
WP
78
WealthPLAN Partners
Nebraska
$7.95M 403,515 -10,791 -3%
MWA
79
MFA Wealth Advisors
Pennsylvania
$7.84M 406,128 +22,881 +6%
IAA
80
Independent Advisor Alliance
North Carolina
$7.82M 404,820 +388,398 +2,365%
UCFA
81
United Capital Financial Advisors
Texas
$7.66M 396,963 -6,795 -2%
MNG
82
Manning & Napier Group
New York
– – – –
ACWM
83
Adams Chetwood Wealth Management
North Carolina
$7.51M 389,205 +389,205 New
SWM
84
SVA Wealth Management
Wisconsin
$7.51M 388,908 -1,848 -0.5%
CMP
85
Courage Miller Partners
Virginia
$7.51M 388,917 +624 +0.2%
SCP
86
Shorepoint Capital Partners
Massachusetts
$7.4M 383,061 -19,671 -5%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$7.3M 379,080 +146,541 +63%
MA
88
Modus Advisors
Minnesota
$7.29M 377,565 +377,565 New
LIM
89
Leavell Investment Management
Alabama
$7.22M 374,055 +28,128 +8%
VWA
90
Visionary Wealth Advisors
Illinois
$7.18M 372,090 +372,090 New
RIA
91
Regal Investment Advisors
Michigan
$6.98M 361,716 -1,950 -0.5%
SL
92
Systelligence LLC
Minnesota
$6.85M 354,987 +354,987 New
DP
93
Denver PWM
Colorado
$6.74M 347,982 +6,810 +2%
VNA
94
Valley National Advisers
Pennsylvania
$6.72M 347,991 +35,376 +11%
Jane Street
95
Jane Street
New York
$6.71M 347,550 +21,702 +7%
RC
96
Rovin Capital
Arizona
$6.46M 334,539 +334,539 New
BWM
97
BCS Wealth Management
Tennessee
$6.38M 330,201 +330,201 New
BC
98
Barnett & Company
Tennessee
$6.21M 321,732 -18,981 -6%
CCP
99
Cardan Capital Partners
Colorado
$6.18M 320,154 -978 -0.3%
AT
100
Arden Trust
Delaware
$6.1M 316,080 +96,045 +44%
2 3
4
5 6