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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 Holding Trade Value Shares
Change 		Shares
Change %
CST
76
Charles Schwab Trust
Nevada
$8.73M +$4.33M +251,334 +99%
FCAS
77
First Command Advisory Services
Texas
$8.64M -$175K -10,158 -2%
LS
78
Leelyn Smith
Illinois
$8.37M +$524K +30,354 +7%
CFO
79
CVA Family Office
Colorado
$8.27M +$1.23M +71,208 +17%
RJA
80
Raymond James & Associates
Florida
$8.16M +$4.31M +249,876 +112%
KBFS
81
Kohmann Bosshard Financial Services
Ohio
$8.1M +$2.16M +125,439 +36%
FCA
82
FLC Capital Advisors
California
$8.09M -$9.09M -522,453 -53%
AWA
83
Acorn Wealth Advisors
Michigan
$8.02M +$69.5K +4,029 +0.9%
MNG
84
Manning & Napier Group
New York
$7.92M -$7.17M – –
FNC
85
First National Corp
Massachusetts
$7.87M +$508K +29,424 +7%
ACWM
86
Adams Chetwood Wealth Management
North Carolina
$7.84M +$1.19M +68,760 +18%
WAG
87
Winthrop Advisory Group
Massachusetts
$7.56M +$187K +10,920 +3%
LA
88
LVW Advisors
New York
$7.5M +$225K +13,029 +3%
SIA
89
Soltis Investment Advisors
Utah
$7.4M -$707K -41,001 -9%
PAI
90
Pittenger & Anderson Inc
Nebraska
$7.28M -$582K -33,714 -7%
BWM
91
BCS Wealth Management
Tennessee
$7.24M +$223K +12,951 +3%
ICM
92
Islay Capital Management
Texas
$7.16M +$526K +30,492 +8%
WP
93
WealthPLAN Partners
Nebraska
$7.05M -$150K -7,890 -2%
FFWA
94
FRG Family Wealth Advisors
Washington
$6.97M -$515K -29,880 -7%
CMP
95
Courage Miller Partners
Virginia
$6.9M +$235K +13,629 +4%
RIA
96
Regal Investment Advisors
Michigan
$6.77M +$161K +9,351 +2%
BC
97
Barnett & Company
Tennessee
$6.73M -$128K -7,437 -2%
BC
98
Burleson & Co
California
$6.62M -$26K -1,386 -0.4%
EVC
99
Eidelman Virant Capital
Missouri
$6.48M +$4.29M +248,673 +196%
LIM
100
Leavell Investment Management
Alabama
$6.45M +$59.1K +3,426 +0.9%
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4
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