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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.

New
Increased
Maintained
Reduced
Closed
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
Wealthfront Advisers
California
$366M
2
WANY
Wealthspire Advisors (New York)
New York
$56M
3
CSIA
Charles Schwab Investment Advisory
California
$494M
4
OWM
Orgel Wealth Management
Wisconsin
$19.4M
5
Morgan Stanley
Morgan Stanley
New York
$54.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43K
2
PRS
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
126
Strategic Family Wealth Counselors
New Jersey
$3.59M +$414K +27,624 +13%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$3.57M -$8.31M -554,043 -70%
CCP
128
Cardan Capital Partners
Colorado
$3.52M -$1.28M -85,356 -27%
Brown Advisory
129
Brown Advisory
Maryland
$3.49M -$209K -13,944 -6%
GSIS
130
Global Strategic Investment Solutions
Arizona
$3.47M +$2.89M +192,846 +498%
AWS
131
AJ Wealth Strategies
New York
$3.46M -$837K -55,842 -19%
NIC
132
Northwest Investment Counselors
Oregon
$3.45M +$554K +36,966 +19%
ST
133
Smithfield Trust
Pennsylvania
$3.45M -$612K -40,815 -15%
TCM
134
Towercrest Capital Management
Pennsylvania
$3.45M +$2.55M +170,205 +285%
AWMG
135
Alliance Wealth Management Group
New Jersey
$3.45M +$2.55M +170,208 +285%
RDWM
136
Red Door Wealth Management
Tennessee
$3.41M -$38.5K -2,565 -1%
JWS
137
Juncture Wealth Strategies
Arizona
$3.37M +$983K +65,586 +41%
RJA
138
Raymond James & Associates
Florida
$3.35M +$1.69M +112,593 +102%
AOWM
139
Alpha Omega Wealth Management
Virginia
$3.34M -$118K -7,857 -3%
PCM
140
Pennsylvania Capital Management
Pennsylvania
$3.28M -$215K -14,538 -6%
BWM
141
BerganKDV Wealth Management
Minnesota
$3.27M +$700K +46,674 +27%
Creative Planning
142
Creative Planning
Kansas
$3.26M +$1.06M +70,848 +48%
AAP
143
Arax Advisory Partners
Colorado
$3.25M +$3.22M +214,983 +14,685%
NFG
144
Noven Financial Group
Colorado
$3.22M -$258K -17,229 -7%
TW
145
TrinityPoint Wealth
Connecticut
$3.18M +$3.18M +212,115 New
SPC
146
Sigma Planning Corp
Michigan
$3.18M +$533K +35,556 +20%
BWM
147
Benchmark Wealth Management
Connecticut
$3.13M -$50.6K -3,375 -2%
SFG
148
SNS Financial Group
Minnesota
$3.1M +$190K +12,669 +7%
DBRC
149
D.B. Root & Company
Pennsylvania
$3.07M -$98.5K -6,570 -3%
IA
150
IFP Advisors
Florida
$3.02M -$43.3K -2,862 -1%
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