SCHD icon

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
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
Morgan Stanley
New York
$83.4M
3
UBS Group
UBS Group
Switzerland
$153M
4
Bank of America
Bank of America
North Carolina
$93.2M
5
MAP
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$64.9M
2
CSIA
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
Wealthfront Advisers
California
$319M
4
AllianceBernstein
AllianceBernstein
Tennessee
$0
5
WANY
Wealthspire Advisors (New York)
New York
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
176
Baystate Wealth Management
Massachusetts
$2.94M -$435K -25,242 -13%
PA
177
Pinnacle Associates
New York
$2.93M +$1.01M +58,569 +53%
APA
178
American Portfolios Advisors
New York
$2.92M +$6.73K +390 +0.2%
Brown Advisory
179
Brown Advisory
Maryland
$2.86M -$1.15M -66,525 -29%
MAM
180
Marquette Asset Management
Minnesota
$2.85M +$1.1M +63,558 +63%
GFPC
181
Global Financial Private Client
Florida
$2.83M +$168K +9,837 +6%
SIA
182
Starfire Investment Advisers
Michigan
$2.78M +$20.3K +1,179 +0.7%
BSB
183
Bangor Savings Bank
Maine
$2.78M -$75.1K -4,353 -3%
SBL
184
Sargent Bickham Lagudis
Colorado
$2.76M +$617K +35,793 +29%
MA
185
Mutual Advisors
Nebraska
$2.76M +$5.64K +327 +0.2%
VFM
186
Vivid Financial Management
California
$2.75M +$243K +14,097 +10%
BCM
187
Breiter Capital Management
Florida
$2.74M -$109K -6,327 -4%
RC
188
Roundview Capital
New Jersey
$2.64M +$33.9K +1,968 +1%
PAMG
189
Patton Albertson Miller Group
Tennessee
$2.59M -$135K -7,803 -5%
OPA
190
Old Port Advisors
Maine
$2.57M -$82.2K -4,764 -3%
SWM
191
Stockman Wealth Management
Montana
$2.45M -$222K -12,867 -8%
HA
192
HC Advisors
Georgia
$2.41M +$2.17M +125,961 +917%
FA
193
Fagan Associates
New York
$2.41M -$217K -12,594 -8%
BP
194
Broadleaf Partners
Ohio
$2.4M -$38.7K -2,244 -2%
SWM
195
SeaCrest Wealth Management
New York
$2.37M -$51.7K -3,000 -2%
FIM
196
Frontier Investment Management
Texas
$2.37M -$325K -18,843 -12%
CFA
197
Carroll Financial Associates
North Carolina
$2.36M +$985K +57,126 +72%
SCM
198
Spreng Capital Management
Ohio
$2.33M -$127K -7,371 -5%
SFWA
199
Summit Financial Wealth Advisors
Louisiana
$2.3M – – –
TYCC
200
Texas Yale Capital Corp
Florida
$2.27M +$227K +13,179 +11%
6 7
8
9 10