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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 %
EI
351
Ellevest Inc
New York
$351K – – –
BFC
352
Bedel Financial Consulting
Indiana
$349K +$31.4K +1,800 +10%
BPA
353
Beacon Pointe Advisors
California
$345K +$14.6K +834 +4%
TFS
354
Thoroughbred Financial Services
Tennessee
$337K +$337K +19,317 New
BAC
355
Boys Arnold & Co
North Carolina
$333K – – –
IAA
356
Independent Advisor Alliance
North Carolina
$331K +$10.8K +618 +3%
BC
357
Brio Consultants
California
$330K +$2.14K +123 +0.7%
BCA
358
Bay Colony Advisors
Massachusetts
$329K +$625 +36 +0.2%
SL
359
Salomon & Ludwin
Virginia
$324K – – –
LAIC
360
Lederer & Associates Investment Counsel
California
$324K +$5.71K +327 +2%
Lido Advisors
361
Lido Advisors
California
$323K +$323K +18,561 New
PP
362
Patten & Patten
Tennessee
$322K +$20.5K +1,179 +7%
MGIA
363
Moneta Group Investment Advisors
Missouri
$320K -$31.7K -1,821 -9%
WS
364
Wedbush Securities
California
$319K +$418 +24 +0.1%
BCMO
365
Buckingham Capital Management (Ohio)
Ohio
$316K +$13K +747 +4%
QAM
366
QCI Asset Management
New York
$314K – – –
BAM
367
Barrett Asset Management
New York
$314K – – –
US Bancorp
368
US Bancorp
Minnesota
$312K – – –
MCM
369
Mengis Capital Management
Oregon
$309K -$418 -24 -0.1%
RG
370
Rikoon Group
New Mexico
$298K – – –
BCP
371
Blackhawk Capital Partners
Wisconsin
$295K -$460K -26,433 -61%
RWA
372
River Wealth Advisors
Pennsylvania
$292K -$47K -2,691 -14%
MHS
373
M Holdings Securities
Oregon
$292K +$17.3K +990 +6%
DI
374
DFPG Investments
Utah
$289K +$53 +3 +0%
RPGK
375
Retirement Planning Group (Kansas)
Kansas
$287K -$19.3K -1,107 -6%
13 14
15
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