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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 %
NWS
201
Newport Wealth Strategies
California
$2.23M -$359K -20,796 -14%
JSL
202
JT Stratford LLC
Georgia
$2.23M -$166K -9,645 -7%
Citigroup
203
Citigroup
New York
$2.22M -$294K -17,034 -12%
NRI
204
NFP Retirement Inc
California
$2.2M +$275K +15,930 +14%
CBFP
205
Cedar Brook Financial Partners
Ohio
$2.2M -$100K -5,811 -4%
KJWM
206
Kiley Juergens Wealth Management
Washington
$2.18M +$884K +51,276 +68%
NF
207
Nikulski Financial
Iowa
$2.16M +$4.97K +288 +0.2%
PWA
208
Providence Wealth Advisors
Illinois
$2.12M -$27.2K -1,575 -1%
AA
209
Apriem Advisors
California
$2.1M +$15.6K +903 +0.7%
ECML
210
Eagle Capital Management (Louisiana)
Louisiana
$2.02M +$163K +9,429 +9%
PWSG
211
Pacific Wealth Strategies Group
California
$2.02M -$124K -7,182 -6%
IAP
212
Indie Asset Partners
Indiana
$2M -$184K -9,678 -8%
BAAM
213
Baker Avenue Asset Management
California
$1.96M +$1.4M +81,027 +247%
ACG
214
Allen Capital Group
Nebraska
$1.86M -$112K -6,510 -6%
SSI
215
Scott & Selber Inc
Texas
$1.86M -$7.24K -420 -0.4%
SA
216
SRH Advisors
Kansas
$1.84M +$109K +6,345 +6%
HPWM
217
Highland Private Wealth Management
Washington
$1.83M +$443K +25,704 +32%
MMA
218
Miracle Mile Advisors
California
$1.83M +$40.3K +2,337 +2%
ML
219
McAdam LLC
Pennsylvania
$1.82M -$2.33K -135 -0.1%
CA
220
Cambridge Advisors
Nebraska
$1.81M -$7.81K -453 -0.4%
NCM
221
Northwest Capital Management
Oregon
$1.81M -$2.54K -147 -0.1%
JWBC
222
John W. Brooker & Co
California
$1.8M -$68.5K -3,969 -4%
TFA
223
Teamwork Financial Advisors
Texas
$1.79M +$196K +11,346 +12%
JCM
224
Janney Capital Management
Pennsylvania
$1.78M +$1.78M +103,422 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$1.78M -$282K -16,494 -14%
7 8
9
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