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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 %
FNBOMD
251
First National Bank of Mount Dora
Florida
$921K – – –
GAM
252
Garrison Asset Management
Arkansas
$912K -$74.9K -4,104 -8%
BW
253
Bison Wealth
Georgia
$911K +$1.59K +87 +0.2%
VCAM
254
Van Cleef Asset Management
Ohio
$904K -$46K -2,520 -5%
AUB
255
Atlantic Union Bankshares
Virginia
$859K +$409K +22,401 +91%
EWM
256
Edge Wealth Management
New York
$857K -$4K -219 -0.5%
JPMorgan Chase & Co
257
JPMorgan Chase & Co
New York
$855K -$91.4K -5,010 -10%
IAS
258
IMA Advisory Services
Colorado
$855K -$51.2K -2,805 -6%
TW
259
Transform Wealth
Colorado
$850K -$3.73K -204 -0.4%
Millennium Management
260
Millennium Management
New York
$841K +$632K +34,632 +302%
HWM
261
Highwater Wealth Management
Colorado
$840K +$355K +19,449 +73%
BWAM
262
Boyd Watterson Asset Management
Ohio
$837K +$80.8K +4,425 +11%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$834K +$758K +41,508 +1,002%
AAS
264
Avantax Advisory Services
Texas
$823K +$56.8K +3,114 +7%
MCM
265
Maple Capital Management
Vermont
$812K +$105K +5,775 +15%
GVAG
266
Great Valley Advisor Group
Delaware
$804K -$40.1K -2,199 -5%
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$797K -$26.7K -1,464 -3%
SP
268
SWS Partners
Ohio
$793K -$202K -10,656 -20%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$782K +$255K +13,944 +48%
BC
270
Bartlett & Co
Ohio
$782K +$255K +13,944 +48%
CIAS
271
Capital Investment Advisory Services
North Carolina
$774K -$22.7K -1,245 -3%
WWM
272
WT Wealth Management
Arizona
$767K +$767K +42,030 New
GHA
273
GW Henssler & Associates
Georgia
$759K +$173K +9,474 +30%
MMHP
274
Murphy Middleton Hinkle & Parker
Georgia
$743K +$17.2K +945 +2%
SMG
275
Smart Money Group
Texas
$741K -$22.6K -1,236 -3%
9 10
11
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