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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

521 hedge funds and large institutions have $3.03B invested in Schwab US Dividend Equity ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
11.33%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.07%
New
44
Increased
223
Reduced
150
Closed
34
Calls
$3.38M
Puts
$1.44M
Net Calls
+$1.94M
Net Calls Change
+$431K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$468M
2
CG
2
Colony Group
Massachusetts
$21M
3
APP
3
Avantax Planning Partners
Iowa
$193M
4
JIP
4
JBJ Investment Partners
South Carolina
$85.4M
5
UBS Group
5
UBS Group
Switzerland
$136M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.02M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$485K
3
MIH
3
Madison Investment Holdings
Wisconsin
$37.3M
4
Jane Street
4
Jane Street
New York
$724K
5
MNG
5
Manning & Napier Group
New York
$6.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$975K +$73.2K +4,140 +8%
CF
227
Centaurus Financial
California
$975K +$930K +52,539 +2,048%
WWM
228
Western Wealth Management
Colorado
$968K -$59.4K -3,360 -6%
SFSG
229
Stearns Financial Services Group
North Carolina
$968K -$32.6K -1,842 -3%
GAM
230
Garrison Asset Management
Arkansas
$956K +$70.6K +3,990 +8%
MAM
231
Marquette Asset Management
Minnesota
$956K +$104K +5,904 +12%
EAM
232
Evanson Asset Management
California
$945K – – –
FHA
233
Flagship Harbor Advisors
Massachusetts
$943K +$72.3K +4,089 +8%
SP
234
SWS Partners
Ohio
$941K +$941K +52,428 New
ACA
235
Atlas Capital Advisors
Wyoming
$935K +$935K +52,851 New
SFG
236
StrategIQ Financial Group
Indiana
$930K -$36K -2,037 -4%
VCAM
237
Van Cleef Asset Management
Ohio
$920K +$6.9K +390 +0.8%
PCMC
238
Private Capital Management (Colorado)
Colorado
$918K -$68.9K -3,897 -7%
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$914K +$219K +12,396 +31%
SFSIG
240
San Francisco Sentry Investment Group
California
$892K +$51K +2,880 +6%
FNBOMD
241
First National Bank of Mount Dora
Florida
$891K – – –
BW
242
Bison Wealth
Georgia
$881K -$125K -7,089 -12%
CBFP
243
Cedar Brook Financial Partners
Ohio
$880K +$281K +15,852 +47%
IAS
244
IMA Advisory Services
Colorado
$878K -$49.4K -2,793 -5%
LWAC
245
Laurel Wealth Advisors (California)
California
$855K -$60.2K -3,402 -7%
SHA
246
Seneca House Advisors
Virginia
$844K +$266K +14,844 +46%
EWM
247
Edge Wealth Management
New York
$835K -$5.1K -288 -0.6%
US Bancorp
248
US Bancorp
Minnesota
$832K +$515K +29,118 +163%
TW
249
Transform Wealth
Colorado
$827K -$43.5K -2,457 -5%
GVAG
250
Great Valley Advisor Group
Delaware
$819K -$170K -9,591 -17%
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