SCHD icon

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
+$79.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$34.3M
3
CSIA
Charles Schwab Investment Advisory
California
+$26.5M
4
OWM
Orgel Wealth Management
Wisconsin
+$19.4M
5
Morgan Stanley
Morgan Stanley
New York
+$18.9M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$19.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$13M
3
JIP
JBJ Investment Partners
South Carolina
-$11.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.4M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$8.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$1.77M -$273K -18,189 -13%
TYCC
202
Texas Yale Capital Corp
Florida
$1.77M -$167K -11,151 -9%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$1.75M -$106K -7,299 -6%
IAP
204
Indie Asset Partners
Indiana
$1.73M -$163K -10,845 -9%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$1.72M -$22.4K -1,491 -1%
ACG
206
Allen Capital Group
Nebraska
$1.72M -$119K -7,959 -7%
FC
207
Financial Consulate
Maryland
$1.7M -$73.3K -4,890 -4%
NRI
208
NFP Retirement Inc
California
$1.68M +$64.8K +4,320 +4%
PA
209
Pinnacle Associates
New York
$1.67M +$603K +40,185 +56%
TRCT
210
Tower Research Capital (TRC)
New York
$1.63M +$1.62M +107,937 +12,713%
JWBC
211
John W. Brooker & Co
California
$1.62M +$66.1K +4,404 +4%
SSI
212
Scott & Selber Inc
Texas
$1.62M -$10.5K -699 -0.6%
ECML
213
Eagle Capital Management (Louisiana)
Louisiana
$1.62M -$329K -21,918 -17%
ML
214
McAdam LLC
Pennsylvania
$1.58M -$17.8K -1,185 -1%
CA
215
Cambridge Advisors
Nebraska
$1.58M +$89.7K +5,982 +6%
NCM
216
Northwest Capital Management
Oregon
$1.58M -$8.95K -597 -0.6%
CA
217
Cetera Advisors
Colorado
$1.56M -$35K -2,334 -2%
MMA
218
Miracle Mile Advisors
California
$1.55M -$55.6K -3,708 -3%
MAM
219
Marquette Asset Management
Minnesota
$1.52M +$321K +21,429 +27%
SA
220
SRH Advisors
Kansas
$1.5M – – –
PWP
221
Principle Wealth Partners
Connecticut
$1.48M -$268K -17,886 -15%
ACM
222
Advisors Capital Management
New Jersey
$1.45M +$1.45M +96,753 New
WCM
223
Weik Capital Management
Pennsylvania
$1.43M +$1.16M +62,730 +417%
GPFA
224
Game Plan Financial Advisors
Ohio
$1.43M +$42.2K +2,841 +3%
DCM
225
Davis Capital Management
Florida
$1.42M +$1.42M +94,836 New
7 8
9
10 11