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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
$178M
2
AEPG
American Economic Planning Group
New Jersey
$39.2M
3
UBS Group
UBS Group
Switzerland
$125M
4
CSIA
Charles Schwab Investment Advisory
California
$435M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M

Top Sellers

1
ACM
Argent Capital Management
Missouri
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$44.5M
4
SHJ
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
Apollon Wealth Management
South Carolina
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
276
Steinberg Global Asset Management
Florida
$590K -$22.4K -1,284 -4%
CBFP
277
Cedar Brook Financial Partners
Ohio
$590K +$347K +19,917 +143%
BCI
278
Brinker Capital Investments
Pennsylvania
$572K -$300K -17,238 -34%
TL
279
TrueWealth LLC
Georgia
$571K – – –
GCA
280
Gradient Capital Advisors
California
$563K -$16.6K -954 -3%
SHA
281
Seneca House Advisors
Virginia
$563K +$54.4K +3,123 +11%
CWM
282
Cedar Wealth Management
California
$545K +$8.2K +471 +2%
AAS
283
Avantax Advisory Services
Texas
$542K +$108K +6,222 +25%
TIM
284
Total Investment Management
Arizona
$538K -$23.2K -1,347 -4%
DSC
285
Duncker Streett & Co
Missouri
$537K +$28.7K +1,644 +6%
FI
286
FormulaFolio Investments
Michigan
$536K +$193K +11,103 +56%
CFGS
287
Concourse Financial Group Securities
Alabama
$528K +$177K +10,185 +51%
GHA
288
GW Henssler & Associates
Georgia
$523K +$5.38K +309 +1%
CHA
289
Carmichael Hill & Associates
Maryland
$522K -$63.9K -3,663 -11%
SEI Investments
290
SEI Investments
Pennsylvania
$512K -$26.7K -1,539 -5%
CBA
291
Coastal Bridge Advisors
Connecticut
$505K – – –
BCWM
292
Bartlett & Co Wealth Management
Ohio
$503K -$42.7K -2,451 -8%
BC
293
Bartlett & Co
Ohio
$503K -$42.7K -2,451 -8%
MCM
294
Maple Capital Management
Vermont
$499K +$499K +28,659 New
NEGWA
295
New England Guild Wealth Advisors
Connecticut
$491K – – –
JG
296
Jefferies Group
New York
$488K +$105K +6,039 +27%
AA
297
Ancora Advisors
Ohio
$486K +$575 +33 +0.1%
Stifel Financial
298
Stifel Financial
Missouri
$486K +$148K +8,499 +44%
CCMD
299
Cypress Capital Management (Delaware)
Delaware
$486K +$486K +27,900 New
KA
300
Kovack Advisors
Florida
$479K +$209K +12,000 +77%
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