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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$528M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$79.7M
3
JWM
3
Janiczek Wealth Management
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$68.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.1M

Top Sellers

1
FSA
1
Financial Sense Advisors
California
$2.64M
2
MIH
2
Madison Investment Holdings
Wisconsin
$25.1M
3
EVC
3
Eidelman Virant Capital
Missouri
$1.48M
4
MNG
4
Manning & Napier Group
New York
$7.83M
5
Brown Advisory
5
Brown Advisory
Maryland
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
226
HoyleCohen
California
$1.16M +$67.4K +3,690 +6%
SLA
227
Silver Lake Advisory
Utah
$1.15M -$21.5K -1,179 -2%
AWMG
228
Alliance Wealth Management Group
New Jersey
$1.12M +$34.9K +1,911 +3%
TCM
229
Towercrest Capital Management
Pennsylvania
$1.12M +$34.9K +1,911 +3%
GCA
230
Genesee Capital Advisors
New York
$1.12M +$38.7K +2,118 +4%
WCG
231
Weaver Consulting Group
California
$1.11M +$71.2K +3,900 +7%
MAM
232
Marquette Asset Management
Minnesota
$1.1M +$114K +6,243 +12%
LCM
233
Liberty Capital Management
Michigan
$1.09M – – –
RWM
234
RKL Wealth Management
Pennsylvania
$1.09M -$26.9K -1,470 -2%
BBPWM
235
Blue Bell Private Wealth Management
Pennsylvania
$1.07M -$8.22K -450 -0.8%
HA
236
Harborview Advisors
Maine
$1.07M -$58.3K -3,189 -5%
SHA
237
Seneca House Advisors
Virginia
$1.06M +$199K +10,917 +23%
ACM
238
AlphaStar Capital Management
North Carolina
$1.04M -$3.27M -179,019 -76%
SMM
239
Stadion Money Management
Georgia
$1.03M – – –
SFSG
240
Stearns Financial Services Group
North Carolina
$1.01M +$11K +603 +1%
PCG
241
Private Capital Group
Connecticut
$1M -$181K -9,936 -15%
ACA
242
Ackerman Capital Advisors
Texas
$990K +$29.4K +1,611 +3%
SWRP
243
Summit Wealth & Retirement Planning
California
$988K -$166K -9,084 -14%
EAM
244
Evanson Asset Management
California
$979K +$2.8K +153 +0.3%
GIA
245
GHP Investment Advisors
Colorado
$976K -$78.2K -4,281 -7%
PCMC
246
Private Capital Management (Colorado)
Colorado
$971K +$23.9K +1,311 +3%
ACA
247
Atlas Capital Advisors
Wyoming
$965K – – –
CF
248
Centaurus Financial
California
$960K -$46.7K -2,556 -5%
SFG
249
StrategIQ Financial Group
Indiana
$946K -$14.5K -792 -2%
SFSIG
250
San Francisco Sentry Investment Group
California
$922K +$987 +54 +0.1%
8 9
10
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