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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 %
MMA
201
Miracle Mile Advisors
California
$2.07M -$17.5K -909 -0.8%
NRI
202
NFP Retirement Inc
California
$2.07M +$2.07M +107,400 New
GGI
203
GPM Growth Investors
Michigan
$2.07M +$2.07M +107,097 New
CS
204
Credit Suisse
Switzerland
$2.07M +$2.07M +106,995 New
ML
205
McAdam LLC
Pennsylvania
$2.06M +$244K +12,663 +13%
CA
206
Cetera Advisors
Colorado
$2.05M +$206K +10,674 +11%
SCM
207
Southport Capital Management
Tennessee
$2.05M +$2.05M +106,080 New
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$2.04M -$1.93M – –
NCM
209
Northwest Capital Management
Oregon
$2.04M -$153K -7,944 -7%
TF
210
Trek Financial
Arizona
$2.04M -$1.66M -86,133 -45%
JWBC
211
John W. Brooker & Co
California
$2M +$2M +103,746 New
BP
212
Broadleaf Partners
Ohio
$1.94M +$61.3K +3,174 +3%
SA
213
SRH Advisors
Kansas
$1.94M +$121K +6,243 +7%
CA
214
Cambridge Advisors
Nebraska
$1.92M -$109K -5,658 -5%
SLWS
215
Swaine & Leidel Wealth Services
Florida
$1.88M -$35.7K -1,848 -2%
FSA
216
Financial Sense Advisors
California
$1.85M -$945K -48,948 -34%
PEA
217
Pacific Edge Advisors
California
$1.83M -$6.37K -330 -0.3%
AA
218
Apriem Advisors
California
$1.81M -$43.6K -2,259 -2%
CIA
219
Capital Investment Advisors
Georgia
$1.81M +$55.3K +2,862 +3%
GPFA
220
Game Plan Financial Advisors
Ohio
$1.8M +$1.8M +93,345 New
GLR
221
Great Lakes Retirement
Ohio
$1.76M +$1.76M +91,374 New
Goldman Sachs
222
Goldman Sachs
New York
$1.76M -$1.27M -65,949 -42%
TAM
223
Townsend Asset Management
North Carolina
$1.74M +$1.74M +90,165 New
ACM
224
Alpha Capital Management
Texas
$1.73M -$58.7K -3,039 -3%
NGA
225
Naples Global Advisors
Florida
$1.71M +$9.09K +471 +0.5%
7 8
9
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