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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 %
AL
326
Aspiriant LLC
California
$403K – – –
Fidelity Investments
327
Fidelity Investments
Massachusetts
$401K +$392K +22,506 +4,362%
AWM
328
Apollon Wealth Management
South Carolina
$400K -$6.45M -369,879 -94%
SA
329
Strategic Advisors
New York
$400K -$60.5K -3,468 -13%
BCWM
330
Blue Chip Wealth Management
Florida
$395K +$1.36K +78 +0.3%
NEPWA
331
New England Private Wealth Advisors
Massachusetts
$393K +$90.8K +5,193 +30%
WCM
332
Windham Capital Management
Massachusetts
$392K +$392K +22,500 New
CRC
333
Curi RMB Capital
Illinois
$382K +$78.1K +4,485 +26%
AC
334
Alley Company
Illinois
$379K +$21.2K +1,215 +6%
HIC
335
Holderness Investments Company
North Carolina
$373K +$47.5K +2,721 +15%
CG
336
Colony Group
Massachusetts
$373K +$373K +21,378 New
PPP
337
Private Portfolio Partners
New Jersey
$372K -$53.3K -3,054 -13%
EWF
338
Epstein & White Financial
California
$372K -$27.4K -1,569 -7%
CCP
339
Clarkston Capital Partners
Michigan
$372K +$3.77K +216 +1%
SB
340
Suntrust Banks
Georgia
$371K +$16.3K +939 +5%
TIA
341
Traphagen Investment Advisors
New Jersey
$371K +$371K +21,267 New
TFA
342
Toth Financial Advisory
Virginia
$369K -$13.8K -792 -4%
RRWA
343
Rainey & Randall Wealth Advisors
Florida
$367K +$10.8K +618 +3%
SBIA
344
Sheaff Brock Investment Advisors
Indiana
$365K +$2.09K +120 +0.6%
WP
345
WMS Partners
Maryland
$364K +$45.3K +2,595 +14%
BA
346
Belvedere Advisors
California
$364K +$364K +20,898 New
SBH
347
Segall Bryant & Hamill
Illinois
$363K – – –
NFG
348
Nadler Financial Group
Illinois
$362K – – –
BCP
349
Blue Chip Partners
Michigan
$359K +$2.41K +138 +0.7%
RA
350
RFG Advisory
Alabama
$359K +$359K +20,754 New
12 13
14
15 16