SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
251
Almanack Investment Partners
Pennsylvania
$807K -$25.4K -1,422 -3%
Chevy Chase Trust
252
Chevy Chase Trust
Maryland
$799K +$34.6K +1,953 +5%
CIAS
253
Capital Investment Advisory Services
North Carolina
$781K -$376 -21 -0%
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$780K -$3.71K -210 -0.5%
FWM
255
Frontier Wealth Management
Missouri
$774K -$806K -45,561 -51%
LNC
256
Lincoln National Corp
Pennsylvania
$773K -$117K -6,591 -13%
JIC
257
Johnson Investment Counsel
Ohio
$749K -$22.2K -1,254 -3%
AL
258
Aspiriant LLC
California
$745K +$336K +19,011 +82%
AAS
259
Avantax Advisory Services
Texas
$743K +$193K +10,929 +35%
SMG
260
Smart Money Group
Texas
$739K -$2.23K -126 -0.3%
BWAM
261
Boyd Watterson Asset Management
Ohio
$733K
HSA
262
HBK Sorce Advisory
Pennsylvania
$728K +$47K +2,652 +7%
Jane Street
263
Jane Street
New York
$724K -$8.67M -490,083 -92%
RWM
264
Rench Wealth Management
Texas
$719K -$37.6K -2,124 -5%
MAS
265
Madden Advisory Services
Florida
$710K -$424K -23,955 -37%
MMHP
266
Murphy Middleton Hinkle & Parker
Georgia
$703K +$13K +738 +2%
TFGT
267
TS Financial Group (TSFG)
Illinois
$696K
CAM
268
Concorde Asset Management
Michigan
$689K
KA
269
Kovack Advisors
Florida
$685K +$198K +11,205 +41%
MCM
270
Maple Capital Management
Vermont
$684K +$177K +10,035 +35%
WF
271
Welch & Forbes
Massachusetts
$682K +$3.45K +195 +0.5%
VCWA
272
Vanguard Capital Wealth Advisors
Colorado
$674K -$63.7K -3,603 -9%
FI
273
FormulaFolio Investments
Michigan
$673K +$129K +7,266 +24%
CWM
274
Centric Wealth Management
Illinois
$669K -$209K -11,838 -24%
CFGS
275
Concourse Financial Group Securities
Alabama
$648K +$108K +6,051 +20%