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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.

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
1
Wealthfront Advisers
California
$366M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$45.4M
3
WANY
3
Wealthspire Advisors (New York)
New York
$56M
4
CSIA
4
Charles Schwab Investment Advisory
California
$494M
5
OWM
5
Orgel Wealth Management
Wisconsin
$19.4M

Top Sellers

1
DCM
1
Davidson Capital Management
Texas
$43K
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$11.8M
3
JIP
3
JBJ Investment Partners
South Carolina
$63.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$494M 10,990,437 +588,410 +6%
Wealthfront Advisers
2
Wealthfront Advisers
California
$366M 8,144,262 +1,770,196 +28%
APP
3
Avantax Planning Partners
Iowa
$170M 3,777,289 +101,019 +3%
UBS Group
4
UBS Group
Switzerland
$117M 2,597,737 -105,705 -4%
LPL Financial
5
LPL Financial
California
$70.7M 1,571,487 +120,972 +8%
AAIM
6
Asset Advisors Investment Management
Georgia
$68.3M 1,518,231 -41,069 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$68.1M 1,513,171 +115,145 +8%
AllianceBernstein
8
AllianceBernstein
Tennessee
$66.1M 1,469,272 +18,347 +1%
Bank of America
9
Bank of America
North Carolina
$65.1M 1,447,857 +86,448 +6%
JIP
10
JBJ Investment Partners
South Carolina
$63.5M 1,410,634 -249,385 -15%
WANY
11
Wealthspire Advisors (New York)
New York
$56M 1,245,881 +762,487 +158%
Morgan Stanley
12
Morgan Stanley
New York
$54.7M 1,215,620 +420,666 +53%
Ameriprise
13
Ameriprise
Minnesota
$47.7M 1,074,371 -49,422 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$45.4M 7,266,867 +7,266,867 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$40.8M 908,047 +668 +0.1%
Wells Fargo
16
Wells Fargo
California
$37.8M 839,581 +145,889 +21%
HWA
17
HHM Wealth Advisors
Tennessee
$37.1M 825,109 +137,175 +20%
SWMG
18
Strategic Wealth Management Group
Maryland
$36.1M 802,191 +183,858 +30%
FFN
19
Focus Financial Network
Minnesota
$33.4M 742,233 +121,449 +20%
Mariner
20
Mariner
Kansas
$29.2M 649,440 +58,515 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.4M 610,136 +37,513 +7%
DADC
22
D.A. Davidson & Co
Montana
$26.8M 595,036 +94,249 +19%
TF
23
TimeScale Financial
Massachusetts
$26.2M 583,009 +293,420 +101%
LFS
24
Legacy Financial Strategies
Kansas
$26.2M 582,913 +100,224 +21%
WAM
25
Wealthspire Advisors (Maryland)
Maryland
$23.2M 515,572 +274,228 +114%
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