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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

519 hedge funds and large institutions have $2.9B invested in Schwab US Dividend Equity ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 207 increasing their positions, 166 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+37
Holders Change %
+7.68%
% of All Funds
11.25%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.04%
New
73
Increased
207
Reduced
166
Closed
28
Calls
$2.69M
Puts
$1.18M
Net Calls
+$1.51M
Net Calls Change
+$448K

Top Buyers

1
APP
Avantax Planning Partners
Iowa
$178M
2
AEPG
American Economic Planning Group
New Jersey
$39.2M
3
UBS Group
UBS Group
Switzerland
$125M
4
CSIA
Charles Schwab Investment Advisory
California
$435M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M

Top Sellers

1
ACM
Argent Capital Management
Missouri
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$44.5M
4
SHJ
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
Apollon Wealth Management
South Carolina
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
226
Stearns Financial Services Group
North Carolina
$986K -$55.8K -3,201 -5%
H
227
HoyleCohen
California
$980K +$40.6K +2,331 +4%
GVAG
228
Great Valley Advisor Group
Delaware
$974K +$974K +55,878 New
PCMC
229
Private Capital Management (Colorado)
Colorado
$972K +$54.3K +3,117 +6%
PCG
230
Private Capital Group
Connecticut
$963K -$203K -11,622 -17%
SFG
231
StrategIQ Financial Group
Indiana
$952K -$22.3K -1,281 -2%
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$940K -$11.8K -678 -1%
APSP
233
Asset Planning Services (Pennsylvania)
Pennsylvania
$932K +$932K +53,460 New
EAM
234
Evanson Asset Management
California
$931K +$2.25K +129 +0.2%
IAS
235
IMA Advisory Services
Colorado
$914K -$144K -8,277 -14%
TFS
236
TrustCore Financial Services
Tennessee
$912K +$912K +52,353 New
LWAC
237
Laurel Wealth Advisors (California)
California
$902K +$228K +13,053 +34%
VCAM
238
Van Cleef Asset Management
Ohio
$900K -$20.2K -1,158 -2%
PA
239
Pinnacle Associates
New York
$888K -$1.99K -114 -0.2%
FM
240
Foster & Motley
Ohio
$888K +$140K +8,022 +19%
FNBOMD
241
First National Bank of Mount Dora
Florida
$878K – – –
LNC
242
Lincoln National Corp
Pennsylvania
$876K +$876K +50,265 New
GAM
243
Garrison Asset Management
Arkansas
$873K +$71.9K +4,122 +9%
CWM
244
Centric Wealth Management
Illinois
$865K -$1.79M -102,933 -67%
FHA
245
Flagship Harbor Advisors
Massachusetts
$858K +$643K +36,930 +299%
TW
246
Transform Wealth
Colorado
$857K -$127K -7,281 -13%
MAM
247
Marquette Asset Management
Minnesota
$839K +$109K +6,234 +15%
SFSIG
248
San Francisco Sentry Investment Group
California
$828K – – –
EWM
249
Edge Wealth Management
New York
$827K -$1.73K -99 -0.2%
AIP
250
Almanack Investment Partners
Pennsylvania
$813K -$371K -21,327 -31%
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