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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 %
HWM
301
Highwater Wealth Management
Colorado
$478K +$18.9K +1,086 +4%
OAM
302
Occidental Asset Management
California
$476K +$25.7K +1,473 +6%
S
303
SignatureFD
Georgia
$473K +$418 +24 +0.1%
PL
304
Plancorp LLC
Missouri
$473K +$1.31K +75 +0.3%
IC
305
Intersect Capital
California
$472K – – –
AMM
306
American Money Management
California
$471K -$116K -6,666 -20%
BFEC
307
Benjamin F. Edwards & Company
Missouri
$471K +$265K +15,204 +129%
3C
308
361 Capital
Colorado
$452K -$162K -9,291 -26%
CAN
309
Cetera Advisor Networks
California
$452K +$116K +6,663 +34%
SAM
310
Sawgrass Asset Management
Florida
$435K +$50.5K +2,895 +13%
B
311
Bailard
California
$434K +$434K +24,879 New
BPWA
312
Beacon Pointe Wealth Advisors
California
$431K +$86.3K +4,944 +25%
GLA
313
Good Life Advisors
Pennsylvania
$425K -$50.2K -2,883 -11%
SP
314
Successful Portfolios
Florida
$424K +$97.6K +5,598 +30%
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$422K -$166K -9,522 -28%
GGI
316
Godsey & Gibb Inc
Virginia
$421K -$966K -55,419 -70%
SFA
317
Sequoia Financial Advisors
Ohio
$419K +$419K +24,063 New
BIM
318
Baldwin Investment Management
Pennsylvania
$416K – – –
HFS
319
HL Financial Services
Kentucky
$415K – – –
KCPG
320
Kavar Capital Partners Group
Kansas
$415K +$415K +23,844 New
WC
321
Whitnell & Co
Illinois
$414K -$26.1K -1,497 -6%
PWM
322
Paulson Wealth Management
Illinois
$413K -$483K -27,735 -54%
MFG
323
Merit Financial Group
Georgia
$406K -$8.96K -459 -2%
TPWA
324
TRUE Private Wealth Advisors
Oregon
$406K +$52 +3 +0%
CWM
325
Cornerstone Wealth Management
Missouri
$403K -$6.9K -225 -2%
11 12
13
14 15