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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 %
TL
301
TrueWealth LLC
Georgia
$598K – – –
KCPG
302
Kavar Capital Partners Group
Kansas
$592K – – –
RBCM
303
Raub Brock Capital Management
California
$580K +$1.48K +81 +0.3%
BPWA
304
Beacon Pointe Wealth Advisors
California
$580K +$60.7K +3,294 +12%
MCP
305
Martin Capital Partners
Oregon
$577K -$88.5K -4,845 -13%
KJWM
306
Kiley Juergens Wealth Management
Washington
$573K +$3.72K +204 +0.7%
CWM
307
Cedar Wealth Management
California
$571K – – –
SFA
308
Sequoia Financial Advisors
Ohio
$547K +$60.9K +3,330 +13%
TFS
309
Thoroughbred Financial Services
Tennessee
$546K +$546K +29,874 New
JG
310
Jefferies Group
New York
$544K +$32.2K +1,761 +6%
AWM
311
Avior Wealth Management
Nebraska
$535K +$177K +9,717 +50%
MAFM
312
Mid Atlantic Financial Management
Pennsylvania
$532K -$104K -5,685 -16%
TPWA
313
TRUE Private Wealth Advisors
Oregon
$532K -$47K -2,580 -8%
MWP
314
MYCIO Wealth Partners
Pennsylvania
$531K +$283K +15,483 +114%
SEI Investments
315
SEI Investments
Pennsylvania
$528K +$6.58K +363 +1%
BFA
316
Beaumont Financial Advisors
Massachusetts
$527K +$527K +28,881 New
CAN
317
Cetera Advisor Networks
California
$524K +$13.2K +720 +3%
NEGWA
318
New England Guild Wealth Advisors
Connecticut
$514K – – –
EWM
319
Empirical Wealth Management
Washington
$510K +$11.3K +618 +2%
JPLA
320
Joseph P. Lucia & Associates
New York
$501K +$493 +27 +0.1%
SB
321
Suntrust Banks
Georgia
$499K +$183K +10,035 +58%
PL
322
Plancorp LLC
Missouri
$497K +$1.64K +90 +0.3%
IC
323
Intersect Capital
California
$494K – – –
GCA
324
Gradient Capital Advisors
California
$493K -$19.9K -1,089 -4%
Lido Advisors
325
Lido Advisors
California
$492K +$109 +6 +0%
11 12
13
14 15