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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FCAS
76
First Command Advisory Services
Texas
$9.44M +$233K +12,666 +3%
MNG
77
Manning & Napier Group
New York
$9.28M -$7.92M – –
SCP
78
Shorepoint Capital Partners
Massachusetts
$9.16M -$279K -15,159 -3%
LS
79
Leelyn Smith
Illinois
$9.16M +$218K +11,820 +2%
CFO
80
CVA Family Office
Colorado
$9.13M +$294K +15,942 +3%
Creative Planning
81
Creative Planning
Kansas
$9.08M +$4.88M +264,798 +116%
AIP
82
Almanack Investment Partners
Pennsylvania
$9.08M +$7.88M +384,648 +654%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$8.99M +$338K +18,354 +4%
LB
84
Leo Brokerage
Texas
$8.83M +$8.83M +511,908 New
AWA
85
Acorn Wealth Advisors
Michigan
$8.67M +$95K +5,154 +1%
ACWM
86
Adams Chetwood Wealth Management
North Carolina
$8.66M +$283K +15,366 +3%
MMA
87
Miracle Mile Advisors
California
$8.51M +$6.55M +355,539 +336%
ICM
88
Islay Capital Management
Texas
$8.17M +$511K +27,741 +7%
FANJ
89
Financial Architects (New Jersey)
New Jersey
$8.03M +$1.32M +71,391 +20%
AF
90
Advisornet Financial
Minnesota
$8.03M +$1.9M +103,026 +31%
BWM
91
BCS Wealth Management
Tennessee
$7.97M +$236K +12,780 +3%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$7.87M +$6.85M +371,391 +666%
PA
93
Pinnacle Associates
New York
$7.87M +$4.74M +256,950 +151%
WAG
94
Winthrop Advisory Group
Massachusetts
$7.65M -$534K -28,860 -7%
FI
95
FormulaFolio Investments
Michigan
$7.4M +$1.71M +92,502 +30%
CWC
96
Carolinas Wealth Consulting
North Carolina
$7.29M +$1.88M +101,793 +35%
BC
97
Burleson & Co
California
$7.21M +$383K +19,803 +6%
RIA
98
Regal Investment Advisors
Michigan
$7.14M -$93.3K -5,061 -1%
SIA
99
Soltis Investment Advisors
Utah
$7M -$901K -48,891 -11%
LIM
100
Leavell Investment Management
Alabama
$6.97M +$74K +4,014 +1%
2 3
4
5 6