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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

644 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 268 increasing their positions, 209 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
-21
Holders Change %
-3.16%
% of All Funds
14.23%
Holding in Top 10
73
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.8%
% of All Funds
1.61%
New
84
Increased
268
Reduced
209
Closed
97
Calls
$3.18M
Puts
$5.41M
Net Calls
-$2.23M
Net Calls Change
-$2.81M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$366M
2
WANY
Wealthspire Advisors (New York)
New York
$56M
3
CSIA
Charles Schwab Investment Advisory
California
$494M
4
OWM
Orgel Wealth Management
Wisconsin
$19.4M
5
Morgan Stanley
Morgan Stanley
New York
$54.7M

Top Sellers

1
DCM
Davidson Capital Management
Texas
$43K
2
PRS
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
176
Mutual Advisors
Nebraska
$2.39M +$531K +35,403 +29%
PAMG
177
Patton Albertson Miller Group
Tennessee
$2.37M -$38.7K -2,583 -2%
FIM
178
Frontier Investment Management
Texas
$2.34M +$204K +13,575 +10%
SWM
179
Stockman Wealth Management
Montana
$2.33M -$138K -9,225 -6%
OPA
180
Old Port Advisors
Maine
$2.3M +$39.7K +2,649 +2%
FA
181
Fagan Associates
New York
$2.28M -$61.1K -4,071 -3%
RC
182
Roundview Capital
New Jersey
$2.27M -$274K -18,279 -11%
GFPC
183
Global Financial Private Client
Florida
$2.26M +$2.26M +155,517 +34,559%
Citigroup
184
Citigroup
New York
$2.18M -$6.75M -450,465 -76%
VFM
185
Vivid Financial Management
California
$2.18M +$70.4K +4,692 +3%
SCM
186
Spreng Capital Management
Ohio
$2.14M +$225K +14,985 +12%
BP
187
Broadleaf Partners
Ohio
$2.12M +$610K +40,698 +41%
SWM
188
SeaCrest Wealth Management
New York
$2.11M +$19.7K +1,317 +0.9%
SFWA
189
Summit Financial Wealth Advisors
Louisiana
$2.09M -$37.8K -2,424 -2%
JSL
190
JT Stratford LLC
Georgia
$2.08M -$267K -17,799 -11%
AF
191
Advisornet Financial
Minnesota
$2.06M -$385K -25,695 -16%
PW
192
Price Wealth
Texas
$2.05M +$1.96M +130,953 +2,250%
CBFP
193
Cedar Brook Financial Partners
Ohio
$2M +$264K +17,586 +15%
EVC
194
Eidelman Virant Capital
Missouri
$1.9M +$686K +45,756 +56%
NF
195
Nikulski Financial
Iowa
$1.87M +$25.8K +1,719 +1%
SBL
196
Sargent Bickham Lagudis
Colorado
$1.87M -$518K -34,530 -22%
PWSG
197
Pacific Wealth Strategies Group
California
$1.86M +$13K +867 +0.7%
PEA
198
Pacific Edge Advisors
California
$1.86M +$433K +28,890 +30%
PWA
199
Providence Wealth Advisors
Illinois
$1.84M +$122K +8,235 +7%
AA
200
Apriem Advisors
California
$1.81M +$406K +27,108 +29%
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