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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 %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$6.28M +$3.06M +177,354 +95%
SWM
102
SVA Wealth Management
Wisconsin
$5.94M +$473K +27,423 +9%
V
103
Veritable
Delaware
$5.91M +$263K +15,270 +5%
AF
104
Advisornet Financial
Minnesota
$5.74M +$3.37M +195,099 +142%
NB
105
NBT Bank
New York
$5.67M +$433K +25,107 +8%
PP
106
Paloma Partners
Connecticut
$5.61M +$5.61M +325,098 New
FI
107
FormulaFolio Investments
Michigan
$5.33M +$884K +51,255 +20%
LPT
108
Legacy Private Trust
Wisconsin
$5.3M -$131K -7,611 -2%
DP
109
Denver PWM
Colorado
$5.3M +$258K +14,952 +5%
CWM
110
CCG Wealth Management
California
$5.27M -$437K -25,341 -8%
CFS
111
CRA Financial Services
New Jersey
$5.24M +$344K +19,938 +7%
CWC
112
Carolinas Wealth Consulting
North Carolina
$5.07M +$4.05M +234,702 +398%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$5.01M +$52K +3,015 +1%
MWA
114
MFA Wealth Advisors
Pennsylvania
$4.93M +$4.93M +285,624 New
HCP
115
Holt Capital Partners
Texas
$4.86M +$10.4K +600 +0.2%
SFG
116
SevenBridge Financial Group
Pennsylvania
$4.81M +$211K +12,210 +5%
PD
117
Planning Directions
Pennsylvania
$4.76M +$4.76M +275,922 New
PIMG
118
Patriot Investment Management Group
Tennessee
$4.71M +$75K +4,350 +2%
RG
119
Retirement Group
California
$4.66M +$4.66M +270,399 New
Truist Financial
120
Truist Financial
North Carolina
$4.65M +$119K +6,897 +3%
SAM
121
Smithbridge Asset Management
Pennsylvania
$4.61M +$72.5K +4,200 +2%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$4.57M -$172K -9,975 -4%
JPMPWA
123
J.P. Morgan Private Wealth Advisors
California
$4.54M +$431K +24,963 +10%
FCI
124
Financial Counselors Inc
Kansas
$4.48M +$4.48M +259,926 New
AssetMark Inc
125
AssetMark Inc
California
$4.47M -$923K -53,499 -17%
3 4
5
6 7