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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 %
AAP
151
Arax Advisory Partners
Colorado
$3.59M -$147K -8,541 -4%
CCP
152
Cardan Capital Partners
Colorado
$3.57M -$483K -27,975 -12%
JWS
153
Juncture Wealth Strategies
Arizona
$3.57M -$314K -18,183 -8%
BWM
154
Benchmark Wealth Management
Connecticut
$3.53M -$70.5K -4,086 -2%
DBRC
155
D.B. Root & Company
Pennsylvania
$3.5M -$34.6K -2,004 -1%
PA
156
PFG Advisors
Arizona
$3.49M -$314K -18,273 -8%
CAM
157
Cozad Asset Management
Illinois
$3.42M +$3.42M +198,255 New
FAIM
158
Financial Advocates Investment Management
Washington
$3.38M +$372K +21,543 +12%
AT
159
Arden Trust
Delaware
$3.35M -$1.78M -103,191 -35%
SFG
160
SNS Financial Group
Minnesota
$3.34M -$230K -13,329 -6%
PEA
161
Pacific Edge Advisors
California
$3.33M +$1.2M +69,600 +56%
FAAS
162
First Allied Advisory Services
California
$3.33M -$6.03M -349,653 -64%
CWA
163
Core Wealth Advisors
Florida
$3.29M +$3.19M +185,148 +3,300%
NG
164
Northstar Group
New York
$3.28M -$75.4K -4,374 -2%
FMC
165
First Merchants Corp
Indiana
$3.27M -$91.7K -5,313 -3%
MCA
166
Magnolia Capital Advisors
Mississippi
$3.23M +$3.23M +187,302 New
SMG
167
Spectrum Management Group
Indiana
$3.14M – – –
SVWAG
168
Sound View Wealth Advisors Group
Georgia
$3.12M +$315K +18,255 +11%
ODCM
169
Old Dominion Capital Management
Virginia
$3.12M +$13.5K +780 +0.4%
SCA
170
Snowden Capital Advisors
New York
$3.09M +$12.7K +738 +0.4%
OIA
171
OneDigital Investment Advisors
Kansas
$3.08M -$46.4K -2,688 -1%
BWM
172
BerganKDV Wealth Management
Minnesota
$3.06M -$701K -40,653 -19%
SAS
173
Sage Advisory Services
Texas
$3.03M +$193K +11,205 +7%
IA
174
IFP Advisors
Florida
$2.98M -$419K -24,594 -12%
REMPR
175
Roof Eidam Maycock Peralta (REMP)
California
$2.94M +$87K +5,043 +3%
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