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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.

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 %
CMP
101
Courage Miller Partners
Virginia
$6.9M +$52 +3 +0%
SWM
102
SVA Wealth Management
Wisconsin
$6.8M +$454K +24,630 +7%
KAS
103
Kestra Advisory Services
Texas
$6.78M +$6.78M +365,223 New
BC
104
Barnett & Company
Tennessee
$6.72M -$473K -25,653 -7%
NB
105
NBT Bank
New York
$6.59M +$524K +28,449 +9%
FFWA
106
FRG Family Wealth Advisors
Washington
$6.57M -$880K -47,760 -12%
FCI
107
Financial Counselors Inc
Kansas
$6.54M +$1.75M +94,797 +36%
AssetMark Inc
108
AssetMark Inc
California
$6.39M +$1.61M +87,609 +34%
AFP
109
Ausdal Financial Partners
Iowa
$6.04M +$2.16M +117,054 +56%
CFS
110
CRA Financial Services
New Jersey
$5.88M +$284K +15,396 +5%
DP
111
Denver PWM
Colorado
$5.79M +$130K +7,029 +2%
PD
112
Planning Directions
Pennsylvania
$5.72M +$636K +34,494 +13%
FCA
113
FLC Capital Advisors
California
$5.56M -$3.45M -178,026 -38%
SFG
114
SevenBridge Financial Group
Pennsylvania
$5.33M +$189K +10,233 +4%
PAI
115
Pittenger & Anderson Inc
Nebraska
$5.3M -$2.47M -134,178 -32%
Truist Financial
116
Truist Financial
North Carolina
$5.3M +$323K +17,541 +7%
SPC
117
Sigma Planning Corp
Michigan
$5.26M +$654K +35,493 +14%
HCP
118
Holt Capital Partners
Texas
$5.21M +$18K +975 +0.3%
MWA
119
MFA Wealth Advisors
Pennsylvania
$5.18M -$88.6K -4,806 -2%
V
120
Veritable
Delaware
$5.16M -$1.16M -62,895 -18%
NFG
121
NewFocus Financial Group
Washington
$5.15M +$881K +47,811 +21%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$5.15M -$207K -11,235 -4%
PAG
123
Private Advisor Group
New Jersey
$5.14M +$392K +21,255 +8%
SAM
124
Smithbridge Asset Management
Pennsylvania
$5.13M +$207K +11,217 +4%
CWM
125
CCG Wealth Management
California
$5.12M -$511K -27,726 -9%
3 4
5
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