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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.

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
1
ESL Trust Services
New York
$21.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$83.4M
3
UBS Group
3
UBS Group
Switzerland
$153M
4
Bank of America
4
Bank of America
North Carolina
$93.2M
5
MAP
5
Milestone Advisory Partners
North Carolina
$16.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$64.9M
2
CSIA
2
Charles Schwab Investment Advisory
California
$409M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$319M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$0
5
WANY
5
Wealthspire Advisors (New York)
New York
$41.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$409M 7,910,949 -3,079,488 -28%
Wealthfront Advisers
2
Wealthfront Advisers
California
$319M 6,160,144 -1,984,118 -24%
APP
3
Avantax Planning Partners
Iowa
$202M 3,897,910 +120,621 +3%
UBS Group
4
UBS Group
Switzerland
$153M 2,956,026 +358,289 +14%
Bank of America
5
Bank of America
North Carolina
$93.2M 1,800,166 +352,309 +24%
LPL Financial
6
LPL Financial
California
$84.6M 1,635,723 +64,236 +4%
Morgan Stanley
7
Morgan Stanley
New York
$83.4M 1,612,160 +396,540 +33%
AAIM
8
Asset Advisors Investment Management
Georgia
$78.7M 1,520,800 +2,569 +0.2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$76.4M 1,476,233 -36,938 -2%
JIP
10
JBJ Investment Partners
South Carolina
$74.4M 1,437,259 +26,625 +2%
Ameriprise
11
Ameriprise
Minnesota
$65.7M 1,266,956 +192,585 +18%
Osaic Holdings
12
Osaic Holdings
Arizona
$64.9M 1,253,268 -6,013,599 -83%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$47.4M 916,807 +8,760 +1%
HWA
14
HHM Wealth Advisors
Tennessee
$44.7M 863,481 +38,372 +5%
Wells Fargo
15
Wells Fargo
California
$44.3M 856,226 +16,645 +2%
SWMG
16
Strategic Wealth Management Group
Maryland
$43.6M 842,107 +39,916 +5%
WANY
17
Wealthspire Advisors (New York)
New York
$41.1M 794,554 -451,327 -36%
FFN
18
Focus Financial Network
Minnesota
$40M 772,317 +30,084 +4%
Mariner
19
Mariner
Kansas
$35.9M 694,340 +44,900 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$35.6M 688,633 +78,497 +13%
DADC
21
D.A. Davidson & Co
Montana
$35.2M 679,569 +84,533 +14%
WAM
22
Wealthspire Advisors (Maryland)
Maryland
$31.9M 615,498 +99,926 +19%
LFS
23
Legacy Financial Strategies
Kansas
$30.8M 595,835 +12,922 +2%
TF
24
TimeScale Financial
Massachusetts
$30.4M 587,606 +4,597 +0.8%
KeyBank National Association
25
KeyBank National Association
Ohio
$28.2M 545,572 +38,309 +8%
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