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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.

New
Increased
Maintained
Reduced
Closed
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 %
LPT
126
Legacy Private Trust
Wisconsin
$5.09M -$574K -31,164 -10%
PA
127
Planning Alternatives
Michigan
$5.03M -$6.46M -350,325 -56%
PIMG
128
Patriot Investment Management Group
Tennessee
$5.02M -$10.5K -570 -0.2%
AWS
129
AJ Wealth Strategies
New York
$4.99M +$735K +39,876 +17%
SBL
130
Sargent Bickham Lagudis
Colorado
$4.95M +$1.99M +108,180 +68%
RG
131
Retirement Group
California
$4.94M -$46.9K -2,547 -0.9%
GSIS
132
Global Strategic Investment Solutions
Arizona
$4.9M +$171K +9,288 +4%
JPMPWA
133
J.P. Morgan Private Wealth Advisors
California
$4.75M -$98.1K -5,322 -2%
TW
134
TrinityPoint Wealth
Connecticut
$4.73M +$89.4K +4,848 +2%
GB
135
Gunma Bank
Japan
$4.73M +$4.73M +256,500 New
SFWC
136
Strategic Family Wealth Counselors
New Jersey
$4.58M +$179K +9,699 +4%
EVC
137
Eidelman Virant Capital
Missouri
$4.47M -$2.44M -132,705 -35%
SSWM
138
Sheets Smith Wealth Management
North Carolina
$4.45M -$433K -23,499 -9%
HSA
139
HBK Sorce Advisory
Pennsylvania
$4.43M +$182K +9,864 +4%
NIC
140
Northwest Investment Counselors
Oregon
$4.42M +$291K +15,801 +7%
GLLW
141
Graves Light Lenhart Wealth
Virginia
$4.32M +$359K +19,461 +9%
MCA
142
Magnolia Capital Advisors
Mississippi
$4.25M +$801K +43,455 +23%
CWM
143
Cedar Wealth Management
California
$4.17M -$75.8K -4,113 -2%
JWS
144
Juncture Wealth Strategies
Arizona
$4.15M +$332K +18,033 +9%
PA
145
PFG Advisors
Arizona
$4.07M +$173K +9,015 +4%
MAG
146
Mayfair Advisory Group
Alabama
$4.07M +$80.6K +4,374 +2%
ST
147
Smithfield Trust
Pennsylvania
$3.98M -$138K -7,506 -3%
AOWM
148
Alpha Omega Wealth Management
Virginia
$3.98M +$36.1K +1,956 +0.9%
MCCP
149
Mission Creek Capital Partners
California
$3.94M +$54K +2,928 +1%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$3.92M +$3.92M +16,629 New
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