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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.

New
Increased
Maintained
Reduced
Closed
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 %
PAG
126
Private Advisor Group
New Jersey
$4.44M +$235K +13,635 +6%
GSIS
127
Global Strategic Investment Solutions
Arizona
$4.43M +$434K +25,152 +11%
KIA
128
KCM Investment Advisors
California
$4.38M -$525K -30,441 -11%
TW
129
TrinityPoint Wealth
Connecticut
$4.34M +$683K +39,570 +19%
SPC
130
Sigma Planning Corp
Michigan
$4.31M +$655K +37,941 +18%
SFWC
131
Strategic Family Wealth Counselors
New Jersey
$4.12M -$13.3K -771 -0.3%
VNA
132
Valley National Advisers
Pennsylvania
$4.1M -$1.35M -78,516 -25%
OMC
133
Old Mission Capital
Illinois
$4.05M +$4.05M +234,771 New
NFG
134
NewFocus Financial Group
Washington
$3.99M -$2.92M -169,347 -42%
AWS
135
AJ Wealth Strategies
New York
$3.98M -$52 -3 -0%
CWM
136
Cedar Wealth Management
California
$3.97M +$821K +47,598 +26%
HSA
137
HBK Sorce Advisory
Pennsylvania
$3.97M +$2.38M +138,051 +150%
Creative Planning
138
Creative Planning
Kansas
$3.93M +$177K +10,239 +5%
NIC
139
Northwest Investment Counselors
Oregon
$3.86M -$110K -6,402 -3%
ST
140
Smithfield Trust
Pennsylvania
$3.86M -$109K -6,318 -3%
IAN
141
Integrated Advisors Network
Texas
$3.8M -$997K -57,765 -21%
MAG
142
Mayfair Advisory Group
Alabama
$3.73M +$605K +35,058 +19%
SHJ
143
Sharkey, Howes & Javer
Colorado
$3.72M -$5.05M -292,545 -58%
GLLW
144
Graves Light Lenhart Wealth
Virginia
$3.71M +$2.86M +166,077 +341%
CCMD
145
Cypress Capital Management (Delaware)
Delaware
$3.71M +$655K +37,980 +21%
AOWM
146
Alpha Omega Wealth Management
Virginia
$3.69M -$150K -8,718 -4%
MA
147
Modus Advisors
Minnesota
$3.68M -$2.8M -162,555 -43%
MCCP
148
Mission Creek Capital Partners
California
$3.64M -$532K -30,843 -13%
AFP
149
Ausdal Financial Partners
Iowa
$3.63M +$613K +35,514 +20%
RDWM
150
Red Door Wealth Management
Tennessee
$3.63M -$298K -17,298 -8%
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