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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 %
SWM
101
SVA Wealth Management
Wisconsin
$4.75M 316,680 -72,228 -19%
VNA
102
Valley National Advisers
Pennsylvania
$4.74M 315,945 -32,046 -9%
LPT
103
Legacy Private Trust
Wisconsin
$4.72M 314,952 +1,746 +0.6%
AssetMark Inc
104
AssetMark Inc
California
$4.69M 312,711 +312,711 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$4.63M 308,646 +111,948 +57%
NB
106
NBT Bank
New York
$4.56M 303,801 +21,267 +8%
AT
107
Arden Trust
Delaware
$4.46M 297,357 -18,723 -6%
CM
108
Columbus Macro
Pennsylvania
$4.39M 292,530 +292,530 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$4.31M 287,310 -17,796 -6%
KIA
110
KCM Investment Advisors
California
$4.26M 284,163 -269,784 -49%
DP
111
Denver PWM
Colorado
$4.26M 292,134 -55,848 -16%
CFS
112
CRA Financial Services
New Jersey
$4.26M 283,842 +14,625 +5%
HCP
113
Holt Capital Partners
Texas
$4.22M 281,175 -840 -0.3%
IAN
114
Integrated Advisors Network
Texas
$4.17M 277,926 +44,799 +19%
SSWM
115
Sheets Smith Wealth Management
North Carolina
$4.12M 274,737 +198,255 +259%
PIMG
116
Patriot Investment Management Group
Tennessee
$4.03M 268,818 +3,150 +1%
SFG
117
SevenBridge Financial Group
Pennsylvania
$4M 266,838 +34,056 +15%
SAM
118
Smithbridge Asset Management
Pennsylvania
$3.94M 263,031 +10,509 +4%
Truist Financial
119
Truist Financial
North Carolina
$3.94M 262,869 +65,274 +33%
FI
120
FormulaFolio Investments
Michigan
$3.86M 257,664 -240,570 -48%
CST
121
Charles Schwab Trust
Nevada
$3.83M 255,099 -259,398 -50%
PAG
122
Private Advisor Group
New Jersey
$3.66M 243,861 -14,949 -6%
CAG
123
Curtis Advisory Group
California
$3.65M 243,693 -5,613 -2%
MCCP
124
Mission Creek Capital Partners
California
$3.62M 241,548 +241,548 New
PA
125
PFG Advisors
Arizona
$3.62M 221,775 +12,207 +6%
3 4
5
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