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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 %
ACM
401
Allred Capital Management
Texas
$231K – – –
FRA
402
Front Row Advisors
California
$230K +$1.57K +90 +0.7%
PFA
403
Pure Financial Advisors
California
$230K +$230K +13,209 New
SWM
404
Segment Wealth Management
Texas
$229K +$229K +13,161 New
Betterment LLC
405
Betterment LLC
New York
$227K +$227K +13,047 New
NSAM
406
North Star Asset Management
Wisconsin
$225K – – –
WWM
407
Windsor Wealth Management
Indiana
$222K +$222K +12,729 New
FPCG
408
Fort Pitt Capital Group
Pennsylvania
$214K -$22.8K -1,311 -10%
WCM
409
Whitener Capital Management
North Carolina
$213K +$20.8K +1,200 +11%
JA
410
JVL Associates
Michigan
$213K +$213K +12,246 New
DT
411
Diversified Trust
Tennessee
$211K +$211K +12,081 New
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$210K +$210K +12,057 New
FFC
413
First Financial Corp
Indiana
$206K – – –
IIC
414
Ironwood Investment Counsel
Arizona
$206K +$206K +11,838 New
SB
415
Strategic Blueprint
Georgia
$205K +$205K +11,775 New
FHA
416
First Horizon Advisors
Tennessee
$204K -$7.12K -408 -3%
PFC
417
Phocas Financial Corp
California
$204K -$91K – –
KC
418
Kingfisher Capital
North Carolina
$204K +$204K +11,679 New
AP
419
Appleton Partners
Massachusetts
$204K +$204K +11,688 New
IWA
420
Intercontinental Wealth Advisors
Texas
$199K -$20.9K -1,200 -10%
DAM
421
Delta Asset Management
Tennessee
$199K – – –
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$187K +$80.4K +4,605 +75%
EWM
423
Executive Wealth Management
Michigan
$185K -$31.3K -1,800 -14%
PA
424
Parallel Advisors
California
$160K -$198K -11,322 -55%
MA
425
MUFG Americas
New York
$143K – – –
15 16
17
18 19