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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 %
LPT
101
Legacy Private Trust
Wisconsin
$6.05M 313,206 -2,244 -0.7%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$5.89M 305,106 +40,830 +15%
BC
103
Burleson & Co
California
$5.72M 289,974 +103,602 +56%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$5.7M 295,143 +51,333 +21%
AWS
105
AJ Wealth Strategies
New York
$5.53M 286,461 +4,401 +2%
LA
106
LVW Advisors
New York
$5.51M 285,609 +64,677 +29%
NB
107
NBT Bank
New York
$5.46M 282,534 +11,829 +4%
HCP
108
Holt Capital Partners
Texas
$5.45M 282,015 +2,730 +1%
SIA
109
Soltis Investment Advisors
Utah
$5.36M 277,455 +277,455 New
SHJ
110
Sharkey, Howes & Javer
Colorado
$5.28M 273,588 -6,897 -2%
ST
111
Smithfield Trust
Pennsylvania
$5.23M 270,753 -477 -0.2%
CFS
112
CRA Financial Services
New Jersey
$5.2M 269,217 +7,560 +3%
PIMG
113
Patriot Investment Management Group
Tennessee
$5.13M 265,668 -993 -0.4%
MCA
114
Magnolia Capital Advisors
Mississippi
$5.09M 263,787 +263,787 New
PAG
115
Private Advisor Group
New Jersey
$5M 258,810 +34,449 +15%
SAM
116
Smithbridge Asset Management
Pennsylvania
$4.88M 252,522 +7,644 +3%
SFG
117
Sunburst Financial Group
Alabama
$4.87M 252,465 +252,465 New
FAAS
118
First Allied Advisory Services
California
$4.87M 251,727 +17,454 +7%
CAG
119
Curtis Advisory Group
California
$4.81M 249,306 +249,306 New
RG
120
Retirement Group
California
$4.76M 246,726 +246,726 New
Brown Advisory
121
Brown Advisory
Maryland
$4.76M 246,477 +9,630 +4%
PCM
122
Pennsylvania Capital Management
Pennsylvania
$4.56M 236,307 +236,307 New
BWM
123
Baystate Wealth Management
Massachusetts
$4.56M 236,178 -1,272 -0.5%
OIA
124
OneDigital Investment Advisors
Kansas
$4.53M 234,774 +2,892 +1%
IAN
125
Integrated Advisors Network
Texas
$4.5M 233,127 +233,127 New
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5
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