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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 %
AF
376
Alerus Financial
North Dakota
$287K – – –
CCA
377
Cobblestone Capital Advisors
New York
$287K +$627 +36 +0.2%
LRPA
378
L. Roy Papp & Associates
Arizona
$284K – – –
WSTAM
379
Wilbanks Smith & Thomas Asset Management
Virginia
$284K – – –
CAMG
380
CWA Asset Management Group
Florida
$284K +$1.72K +99 +0.6%
MA
381
MCF Advisors
Kentucky
$283K -$3.55K -204 -1%
FMC
382
First Merchants Corp
Indiana
$282K +$6.79K +390 +2%
SWMG
383
Sanchez Wealth Management Group
Florida
$276K – – –
MSA
384
Marino Stram & Associates
Massachusetts
$275K +$13.6K +780 +5%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$271K – – –
CGL
386
Clarius Group LLC
Washington
$270K +$270K +15,513 New
BRWA
387
B. Riley Wealth Advisors
Florida
$269K -$15.7K -897 -6%
SAM
388
SignalPoint Asset Management
Missouri
$266K +$29K +1,665 +12%
FHC
389
First Heartland Consultants
Missouri
$260K -$29.4K -1,692 -10%
EWM
390
Empirical Wealth Management
Washington
$258K +$258K +14,799 New
GFPC
391
Global Financial Private Capital
Florida
$256K +$256K +14,703 New
CWM
392
Confluence Wealth Management
Oregon
$253K +$1.67K +96 +0.7%
Fisher Asset Management
393
Fisher Asset Management
Washington
$247K +$247K +14,166 New
LBC
394
Lowe Brockenbrough & Co
Virginia
$245K – – –
SWA
395
Sutton Wealth Advisors
Florida
$242K – – –
Bank of Montreal
396
Bank of Montreal
Ontario, Canada
$240K +$67.1K +3,861 +39%
WCM
397
Weik Capital Management
Pennsylvania
$239K -$8.35K -480 -3%
MWP
398
MYCIO Wealth Partners
Pennsylvania
$237K -$29.3K -1,683 -11%
FC
399
Fulcrum Capital
Washington
$234K -$117K -6,687 -33%
RRC
400
Relaxing Retirement Coach
Massachusetts
$234K – – –
14 15
16
17 18