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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 %
HighTower Advisors
76
HighTower Advisors
Illinois
$7.09M 473,763 -39,297 -8%
SIA
77
Soltis Investment Advisors
Utah
$7.04M 469,746 +192,291 +69%
PAI
78
Pittenger & Anderson Inc
Nebraska
$6.83M 455,607 +7,896 +2%
LS
79
Leelyn Smith
Illinois
$6.82M 454,668 +43,788 +11%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$6.62M 441,363 +62,283 +16%
ACWM
81
Adams Chetwood Wealth Management
North Carolina
$6.53M 385,569 -3,636 -0.9%
FFWA
82
FRG Family Wealth Advisors
Washington
$6.51M 434,085 -31,125 -7%
WAG
83
Winthrop Advisory Group
Massachusetts
$6.47M 431,775 +431,775 New
LA
84
LVW Advisors
New York
$6.32M 421,554 +135,945 +48%
VWA
85
Visionary Wealth Advisors
Illinois
$6.26M 417,684 +45,594 +12%
WP
86
WealthPLAN Partners
Nebraska
$6.23M 377,658 -25,857 -6%
CFO
87
CVA Family Office
Colorado
$6.12M 408,231 -65,790 -14%
BWM
88
BCS Wealth Management
Tennessee
$6.1M 406,845 +76,644 +23%
NFG
89
NewFocus Financial Group
Washington
$6.01M 400,713 +389,517 +3,479%
BC
90
Burleson & Co
California
$6M 354,507 +64,533 +22%
BC
91
Barnett & Company
Tennessee
$5.96M 397,719 +75,987 +24%
CMP
92
Courage Miller Partners
Virginia
$5.79M 386,475 -2,442 -0.6%
ICM
93
Islay Capital Management
Texas
$5.77M 384,777 -195,423 -34%
RIA
94
Regal Investment Advisors
Michigan
$5.75M 383,205 +21,489 +6%
MA
95
Modus Advisors
Minnesota
$5.63M 375,702 -1,863 -0.5%
LIM
96
Leavell Investment Management
Alabama
$5.56M 370,524 -3,531 -0.9%
UCFA
97
United Capital Financial Advisors
Texas
$5.49M 366,261 -30,702 -8%
KBFS
98
Kohmann Bosshard Financial Services
Ohio
$5.16M 344,124 -67,947 -16%
CWM
99
CCG Wealth Management
California
$4.96M 330,582 -173,811 -34%
V
100
Veritable
Delaware
$4.91M 327,261 +327,261 New
2 3
4
5 6