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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
Orgel Wealth Management
Wisconsin
$120M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
Ameriprise
Minnesota
$114M
4
KFP
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
JBJ Investment Partners
South Carolina
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
Charles Schwab Investment Advisory
California
$428M
4
MNG
Manning & Napier Group
New York
$9.28M
5
PA
Planning Alternatives
Michigan
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
176
Pennsylvania Capital Management
Pennsylvania
$3.13M +$3.13M +165,696 New
Brown Advisory
177
Brown Advisory
Maryland
$3.12M +$60.9K +3,303 +2%
BSB
178
Bangor Savings Bank
Maine
$3.01M +$44.5K +2,412 +1%
CCMD
179
Cypress Capital Management (Delaware)
Delaware
$3M -$959K -52,005 -24%
VFM
180
Vivid Financial Management
California
$3M +$55.6K +3,015 +2%
IA
181
IFP Advisors
Florida
$2.98M -$248K -13,416 -8%
TC
182
TownSquare Capital
Utah
$2.98M +$2.98M +158,697 New
BWM
183
Baystate Wealth Management
Massachusetts
$2.97M -$164K -8,916 -5%
MA
184
Mutual Advisors
Nebraska
$2.93M -$15.2K -822 -0.5%
CFA
185
Carroll Financial Associates
North Carolina
$2.87M +$350K +19,002 +14%
FAAS
186
First Allied Advisory Services
California
$2.83M -$723K -39,219 -20%
RC
187
Roundview Capital
New Jersey
$2.82M -$8.46K -459 -0.3%
AI
188
Atria Investments
North Carolina
$2.8M +$2.8M +151,698 New
OPA
189
Old Port Advisors
Maine
$2.76M +$22K +1,191 +0.8%
NWS
190
Newport Wealth Strategies
California
$2.74M +$359K +19,467 +15%
PAMG
191
Patton Albertson Miller Group
Tennessee
$2.68M -$85.1K -4,614 -3%
SHJ
192
Sharkey, Howes & Javer
Colorado
$2.68M -$1.29M -70,248 -33%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$2.67M -$470K -25,512 -15%
CBFP
194
Cedar Brook Financial Partners
Ohio
$2.63M +$283K +15,336 +12%
KJWM
195
Kiley Juergens Wealth Management
Washington
$2.63M +$295K +16,020 +13%
BP
196
Broadleaf Partners
Ohio
$2.6M +$43K +2,334 +2%
PWMAG
197
Pinnacle Wealth Management Advisory Group
New Jersey
$2.6M +$2.22M +120,546 +587%
PBO
198
Peoples Bank (Ohio)
Ohio
$2.54M +$2.54M +138,030 New
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$2.54M +$2.54M +137,724 New
SWM
200
Stockman Wealth Management
Montana
$2.53M -$89K -4,827 -3%
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