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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.

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
1
Orgel Wealth Management
Wisconsin
$120M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$88.8M
3
Ameriprise
3
Ameriprise
Minnesota
$114M
4
KFP
4
Keystone Financial Planning
Ohio
$51.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$112M

Top Sellers

1
JIP
1
JBJ Investment Partners
South Carolina
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$428M
4
PA
4
Planning Alternatives
Michigan
$5.03M
5
PP
5
Paloma Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$428M 7,745,499 -165,450 -2%
Wealthfront Advisers
2
Wealthfront Advisers
California
$339M 6,130,272 -29,872 -0.5%
APP
3
Avantax Planning Partners
Iowa
$212M 3,826,978 -70,932 -2%
UBS Group
4
UBS Group
Switzerland
$165M 2,989,829 +33,803 +1%
OWM
5
Orgel Wealth Management
Wisconsin
$120M 2,173,208 +1,838,049 +548%
Bank of America
6
Bank of America
North Carolina
$120M 2,170,215 +370,049 +21%
Ameriprise
7
Ameriprise
Minnesota
$114M 2,053,886 +786,930 +62%
Morgan Stanley
8
Morgan Stanley
New York
$112M 2,031,113 +418,953 +26%
LPL Financial
9
LPL Financial
California
$105M 1,892,153 +256,430 +16%
WAM
10
Wealthspire Advisors (Maryland)
Maryland
$88.8M 1,606,584 +991,086 +161%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$86.4M 1,561,554 +85,321 +6%
AAIM
12
Asset Advisors Investment Management
Georgia
$82.3M 1,489,079 -31,721 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$71.1M 1,286,286 +33,018 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$54M 975,895 +59,088 +6%
WANY
15
Wealthspire Advisors (New York)
New York
$51.2M 926,467 +131,913 +17%
KFP
16
Keystone Financial Planning
Ohio
$51.1M 924,408 +658,204 +247%
HWA
17
HHM Wealth Advisors
Tennessee
$47.9M 866,958 +3,477 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$47.3M 854,659 +166,026 +24%
Wells Fargo
19
Wells Fargo
California
$46M 831,812 -24,414 -3%
SWMG
20
Strategic Wealth Management Group
Maryland
$44M 795,150 -46,957 -6%
FFN
21
Focus Financial Network
Minnesota
$39.5M 715,038 -57,279 -7%
Mariner
22
Mariner
Kansas
$38.5M 696,670 +2,330 +0.3%
DADC
23
D.A. Davidson & Co
Montana
$37.9M 685,875 +6,306 +0.9%
TF
24
TimeScale Financial
Massachusetts
$32.7M 590,870 +3,264 +0.6%
KeyBank National Association
25
KeyBank National Association
Ohio
$32.1M 580,947 +35,375 +6%
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