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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 %
VNA
151
Valley National Advisers
Pennsylvania
$3.92M -$460K -24,942 -11%
CAM
152
Cozad Asset Management
Illinois
$3.88M +$229K +12,414 +6%
CWA
153
Core Wealth Advisors
Florida
$3.85M +$338K +18,312 +10%
SEI Investments
154
SEI Investments
Pennsylvania
$3.82M +$3.28M +177,945 +609%
APA
155
American Portfolios Advisors
New York
$3.8M +$684K +37,080 +22%
BWM
156
Benchmark Wealth Management
Connecticut
$3.79M +$22.2K +1,206 +0.6%
DBRC
157
D.B. Root & Company
Pennsylvania
$3.79M +$51.6K +2,799 +1%
FAIM
158
Financial Advocates Investment Management
Washington
$3.74M +$126K +6,819 +3%
AAP
159
Arax Advisory Partners
Colorado
$3.64M -$189K -10,242 -5%
GFPC
160
Global Financial Private Client
Florida
$3.64M +$588K +31,911 +19%
FMC
161
First Merchants Corp
Indiana
$3.5M -$1.55K -84 -0%
ODCM
162
Old Dominion Capital Management
Virginia
$3.45M +$119K +6,450 +4%
CCP
163
Cardan Capital Partners
Colorado
$3.44M -$378K -20,481 -10%
SVWAG
164
Sound View Wealth Advisors Group
Georgia
$3.42M +$90.3K +4,899 +3%
SFG
165
SNS Financial Group
Minnesota
$3.42M -$143K -7,776 -4%
PEA
166
Pacific Edge Advisors
California
$3.37M -$194K -10,500 -5%
KIA
167
KCM Investment Advisors
California
$3.36M -$1.31M -71,328 -28%
NG
168
Northstar Group
New York
$3.36M -$144K -7,815 -4%
SMG
169
Spectrum Management Group
Indiana
$3.36M – – –
WP
170
WealthPLAN Partners
Nebraska
$3.32M -$4.12M -204,690 -55%
SAS
171
Sage Advisory Services
Texas
$3.27M +$31.8K +1,725 +1%
RDWM
172
Red Door Wealth Management
Tennessee
$3.22M -$658K -35,658 -17%
SCA
173
Snowden Capital Advisors
New York
$3.2M -$105K -5,679 -3%
OIA
174
OneDigital Investment Advisors
Kansas
$3.18M -$103K -5,562 -3%
PWA
175
Providence Wealth Advisors
Illinois
$3.17M +$896K +48,615 +39%
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7
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