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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 %
YIA
201
YHB Investment Advisors
Connecticut
$2.52M +$2.52M +136,503 New
HA
202
HC Advisors
Georgia
$2.51M -$66.7K -3,621 -3%
NRI
203
NFP Retirement Inc
California
$2.5M +$150K +8,136 +6%
SFWA
204
Summit Financial Wealth Advisors
Louisiana
$2.5M -$37K -1,956 -1%
BWM
205
BerganKDV Wealth Management
Minnesota
$2.48M -$789K -42,792 -24%
FA
206
Fagan Associates
New York
$2.45M -$118K -6,375 -5%
SCM
207
Spreng Capital Management
Ohio
$2.41M -$77.7K -4,215 -3%
SWM
208
SeaCrest Wealth Management
New York
$2.39M -$150K -8,151 -6%
Citigroup
209
Citigroup
New York
$2.38M +$11.1K +600 +0.5%
TYCC
210
Texas Yale Capital Corp
Florida
$2.36M -$60.4K -3,276 -2%
GPFA
211
Game Plan Financial Advisors
Ohio
$2.26M +$2.26M +122,445 New
AA
212
Apriem Advisors
California
$2.24M -$2.71K -147 -0.1%
ECML
213
Eagle Capital Management (Louisiana)
Louisiana
$2.16M -$3.82K -207 -0.2%
NF
214
Nikulski Financial
Iowa
$2.14M -$165K -8,979 -7%
SA
215
SRH Advisors
Kansas
$2.12M +$159K +8,601 +8%
ACG
216
Allen Capital Group
Nebraska
$2.11M +$7.88K +405 +0.4%
PWSG
217
Pacific Wealth Strategies Group
California
$2.1M -$55.2K -2,997 -3%
BCM
218
Breiter Capital Management
Florida
$2.08M -$850K -46,116 -29%
ML
219
McAdam LLC
Pennsylvania
$2.08M +$132K +7,179 +7%
MA
220
Modus Advisors
Minnesota
$2.06M -$1.87M -101,190 -47%
SSI
221
Scott & Selber Inc
Texas
$2.06M +$75.9K +4,119 +4%
BAAM
222
Baker Avenue Asset Management
California
$2.05M -$47.2K -2,559 -2%
JSL
223
JT Stratford LLC
Georgia
$2.02M -$368K -19,983 -15%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$1.99M +$77.4K +4,200 +4%
JWBC
225
John W. Brooker & Co
California
$1.96M +$43.2K +2,343 +2%
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