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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
+$59.4M
2
AEPG
American Economic Planning Group
New Jersey
+$39.2M
3
UBS Group
UBS Group
Switzerland
+$22.2M
4
CSIA
Charles Schwab Investment Advisory
California
+$20.7M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$14.1M

Top Sellers

1
ACM
Argent Capital Management
Missouri
-$14.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$9.2M
4
SHJ
Sharkey, Howes & Javer
Colorado
-$6.59M
5
AWM
Apollon Wealth Management
South Carolina
-$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$776K -$580K -32,301 -43%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$772K -$969K -55,659 -56%
CIAS
253
Capital Investment Advisory Services
North Carolina
$760K -$5.12K -294 -0.7%
JIC
254
Johnson Investment Counsel
Ohio
$760K +$391K +22,443 +106%
AUB
255
Atlantic Union Bankshares
Virginia
$751K +$379K +21,768 +102%
RWM
256
Rench Wealth Management
Texas
$746K -$20K -1,146 -3%
SMG
257
Smart Money Group
Texas
$731K +$8.47K +486 +1%
VCWA
258
Vanguard Capital Wealth Advisors
Colorado
$727K +$160K +9,174 +28%
BWAM
259
Boyd Watterson Asset Management
Ohio
$722K +$55.7K +3,195 +8%
MCP
260
Martin Capital Partners
Oregon
$710K -$171K -9,834 -19%
JPMorgan Chase & Co
261
JPMorgan Chase & Co
New York
$688K -$199K -11,400 -22%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$688K -$98K -5,619 -12%
TFGT
263
TS Financial Group (TSFG)
Illinois
$686K +$686K +39,351 New
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$680K -$6.64K -381 -1%
CAM
265
Concorde Asset Management
Michigan
$679K -$680 -39 -0.1%
HSA
266
HBK Sorce Advisory
Pennsylvania
$671K +$92.3K +5,292 +16%
WF
267
Welch & Forbes
Massachusetts
$668K – – –
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$659K +$95.9K +5,499 +17%
YWP
269
YorkBridge Wealth Partners
New York
$639K -$23.5K -1,347 -4%
GC
270
Gratus Capital
Georgia
$629K -$504K -28,920 -44%
MA
271
MONECO Advisors
Connecticut
$617K +$3.61K +207 +0.6%
GWA
272
Guidant Wealth Advisors
Illinois
$615K +$615K +35,262 New
CW
273
CreativeOne Wealth
Kansas
$602K +$26.7K +1,533 +5%
SVWA
274
Sound View Wealth Advisors
Georgia
$594K +$594K +34,071 New
MWM
275
Meridian Wealth Management
Kentucky
$593K -$8.79K -504 -1%
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