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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
SevenBridge Financial Group
Pennsylvania
$4.49M -$43.3K -2,244 -1%
NFG
127
Noven Financial Group
Colorado
$4.48M -$225K -11,634 -5%
RDWM
128
Red Door Wealth Management
Tennessee
$4.48M +$4.48M +230,160 New
AOWM
129
Alpha Omega Wealth Management
Virginia
$4.45M +$204K +10,545 +5%
BWM
130
Benchmark Wealth Management
Connecticut
$4.09M +$4.09M +212,061 New
SFWC
131
Strategic Family Wealth Counselors
New Jersey
$4.09M +$118K +6,117 +3%
DBRC
132
D.B. Root & Company
Pennsylvania
$4.08M +$89.6K +4,641 +2%
PA
133
PFG Advisors
Arizona
$4.04M +$308K +15,969 +8%
NG
134
Northstar Group
New York
$3.95M -$58.4K -3,027 -1%
IA
135
IFP Advisors
Florida
$3.92M -$486K -25,056 -11%
EGWAG
136
Elwood & Goetz Wealth Advisory Group
Georgia
$3.92M -$27.5K -1,422 -0.7%
Truist Financial
137
Truist Financial
North Carolina
$3.82M +$3.82M +197,595 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$3.8M +$3.8M +196,698 New
NWS
139
Newport Wealth Strategies
California
$3.76M +$82.1K +4,281 +2%
SFG
140
SNS Financial Group
Minnesota
$3.75M -$70K -3,624 -2%
NIC
141
Northwest Investment Counselors
Oregon
$3.73M +$213K +11,025 +6%
CPA
142
Clear Perspective Advisors
Illinois
$3.7M +$1.08M +56,088 +41%
APA
143
American Portfolios Advisors
New York
$3.64M +$127K +6,591 +4%
PD
144
Planning Directions
Pennsylvania
$3.59M -$96.9K -5,019 -3%
FMC
145
First Merchants Corp
Indiana
$3.47M -$115K -5,970 -3%
SPC
146
Sigma Planning Corp
Michigan
$3.41M +$177K +9,144 +5%
SIA
147
Starfire Investment Advisers
Michigan
$3.4M +$463K +23,997 +16%
FAIM
148
Financial Advocates Investment Management
Washington
$3.39M +$197K +10,221 +6%
BCM
149
Breiter Capital Management
Florida
$3.36M -$239K -12,375 -7%
KM
150
Kalos Management
Georgia
$3.31M +$265K +13,461 +9%
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