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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 %
ODCM
151
Old Dominion Capital Management
Virginia
$3.31M +$229K +11,850 +7%
BWM
152
BerganKDV Wealth Management
Minnesota
$3.31M +$3.29M +170,307 +19,989%
RC
153
RegentAtlantic Capital
New Jersey
$3.29M +$2.61K +135 +0.1%
KA
154
Kovack Advisors
Florida
$3.29M +$2.65M +137,052 +414%
RC
155
Roundview Capital
New Jersey
$3.27M +$60.3K +3,126 +2%
SWM
156
Stockman Wealth Management
Montana
$3.17M +$32K +1,656 +1%
DLCIG
157
D.L. Carlson Investment Group
New Hampshire
$3.16M +$323K +16,710 +11%
AF
158
Advisornet Financial
Minnesota
$3.15M -$163K -8,421 -5%
SAS
159
Sage Advisory Services
Texas
$3.15M +$3.15M +163,116 New
PAMG
160
Patton Albertson Miller Group
Tennessee
$3.1M +$21.1K +1,092 +0.7%
JWS
161
Juncture Wealth Strategies
Arizona
$3.08M +$505K +26,166 +20%
REMPR
162
Roof Eidam Maycock Peralta (REMP)
California
$3.07M -$3.19K -165 -0.1%
SBL
163
Sargent Bickham Lagudis
Colorado
$3.07M +$500K +25,899 +19%
JIC
164
JRM Investment Counsel
Nebraska
$3.06M -$283K -14,658 -8%
AWM
165
AE Wealth Management
Kansas
$3.05M +$1.39M +72,255 +85%
JSL
166
JT Stratford LLC
Georgia
$3.03M +$105K +5,424 +4%
FA
167
Fagan Associates
New York
$3.02M -$73.7K -3,819 -2%
AFP
168
Ausdal Financial Partners
Iowa
$2.91M +$195K +10,119 +7%
OPA
169
Old Port Advisors
Maine
$2.9M -$94.5K -4,917 -3%
Creative Planning
170
Creative Planning
Kansas
$2.84M +$966K +50,007 +52%
FIM
171
Frontier Investment Management
Texas
$2.75M +$305K +15,795 +12%
VFM
172
Vivid Financial Management
California
$2.74M +$2.74M +140,742 New
SWM
173
SeaCrest Wealth Management
New York
$2.69M +$312K +16,164 +13%
CCMD
174
Cypress Capital Management (Delaware)
Delaware
$2.67M +$390K +20,190 +17%
SFWA
175
Summit Financial Wealth Advisors
Louisiana
$2.64M +$5.92K +306 +0.2%
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