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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.

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
DCM
4
Davidson Capital Management
Texas
$25.5M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$369M

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$611K
2
JIP
2
JBJ Investment Partners
South Carolina
$96.1M
3
BFG
3
Bouchey Financial Group
New York
$640K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$34.5M
5
BIA
5
BHK Investment Advisors
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$602M 10,402,027 +769,105 +8%
Wealthfront Advisers
2
Wealthfront Advisers
California
$369M 6,374,066 +299,476 +5%
APP
3
Avantax Planning Partners
Iowa
$213M 3,676,270 +13,900 +0.4%
UBS Group
4
UBS Group
Switzerland
$157M 2,703,442 +75,726 +3%
JIP
5
JBJ Investment Partners
South Carolina
$96.1M 1,660,019 -40,657 -2%
AAIM
6
Asset Advisors Investment Management
Georgia
$91.1M 1,559,300 +11,343 +0.7%
AllianceBernstein
7
AllianceBernstein
Tennessee
$84M 1,450,925 -4,695 -0.3%
LPL Financial
8
LPL Financial
California
$84M 1,450,515 +196,082 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$81M 1,398,026 +72,118 +5%
Bank of America
10
Bank of America
North Carolina
$78.9M 1,361,409 +450,053 +49%
Ameriprise
11
Ameriprise
Minnesota
$65M 1,123,793 +291,202 +35%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$52.6M 907,379 +103,642 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$46M 795,071 +37,656 +5%
Morgan Stanley
14
Morgan Stanley
New York
$46M 794,954 +126,994 +19%
Wells Fargo
15
Wells Fargo
California
$40.2M 693,692 +29,152 +4%
HWA
16
HHM Wealth Advisors
Tennessee
$39.8M 687,934 +58,453 +9%
FFN
17
Focus Financial Network
Minnesota
$36M 620,784 +8,799 +1%
SWMG
18
Strategic Wealth Management Group
Maryland
$35.8M 618,333 +31,290 +5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$34.5M 595,078 -36,987 -6%
Mariner
20
Mariner
Kansas
$34.2M 590,925 +10,709 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$33.2M 572,623 +49,564 +9%
PRS
22
Pinkerton Retirement Specialists
Idaho
$32M 552,196 +101 +0%
DADC
23
D.A. Davidson & Co
Montana
$29M 500,787 +37,824 +8%
WANY
24
Wealthspire Advisors (New York)
New York
$28M 483,394 +475,463 +5,995%
LFS
25
Legacy Financial Strategies
Kansas
$28M 482,689 +71,067 +17%
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