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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 %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$2.63M +$223K +11,574 +9%
SVWAG
177
Sound View Wealth Advisors Group
Georgia
$2.53M +$291K +15,054 +13%
BAAM
178
Baker Avenue Asset Management
California
$2.53M +$2.53M +130,800 New
ECML
179
Eagle Capital Management (Louisiana)
Louisiana
$2.5M -$20.9K -1,083 -0.8%
TYCC
180
Texas Yale Capital Corp
Florida
$2.5M +$534K +27,660 +27%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$2.47M +$40.2K +2,079 +2%
BSB
182
Bangor Savings Bank
Maine
$2.47M -$25.6K -1,326 -1%
SCM
183
Spreng Capital Management
Ohio
$2.46M +$2.46M +127,449 New
IAP
184
Indie Asset Partners
Indiana
$2.43M +$2.43M +126,051 New
MA
185
Mutual Advisors
Nebraska
$2.39M +$138K +7,134 +6%
PWSG
186
Pacific Wealth Strategies Group
California
$2.38M +$834K +43,167 +54%
NF
187
Nikulski Financial
Iowa
$2.37M +$158K +8,163 +7%
ACG
188
Allen Capital Group
Nebraska
$2.36M -$73.9K -3,828 -3%
MAG
189
Mayfair Advisory Group
Alabama
$2.31M +$2.31M +119,451 New
FC
190
Financial Consulate
Maryland
$2.28M +$25.2K +1,305 +1%
SFS
191
Sowell Financial Services
Arkansas
$2.26M +$473K +24,483 +26%
PWP
192
Principle Wealth Partners
Connecticut
$2.25M +$172K +8,925 +8%
PWA
193
Providence Wealth Advisors
Illinois
$2.24M +$107K +5,580 +5%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$2.24M +$110K +5,685 +5%
CBFP
195
Cedar Brook Financial Partners
Ohio
$2.23M +$698K +36,138 +45%
MCM
196
Maxim Capital Management
California
$2.18M -$371K -23,712 -15%
AI
197
Atria Investments
North Carolina
$2.17M +$769K +39,822 +55%
RJA
198
Raymond James & Associates
Florida
$2.14M +$350K +18,138 +20%
FANJ
199
Financial Architects (New Jersey)
New Jersey
$2.1M +$1.22M +63,282 +139%
SSI
200
Scott & Selber Inc
Texas
$2.1M -$2.32K -120 -0.1%
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