SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

521 hedge funds and large institutions have $3.03B invested in Schwab US Dividend Equity ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
11.33%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.07%
New
44
Increased
223
Reduced
150
Closed
34
Calls
$3.38M
Puts
$1.44M
Net Calls
+$1.94M
Net Calls Change
+$431K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$468M
2
CG
Colony Group
Massachusetts
$21M
3
APP
Avantax Planning Partners
Iowa
$193M
4
JIP
JBJ Investment Partners
South Carolina
$85.4M
5
UBS Group
UBS Group
Switzerland
$136M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.02M
2
JPLA
Joseph P. Lucia & Associates
New York
$485K
3
MIH
Madison Investment Holdings
Wisconsin
$37.3M
4
Jane Street
Jane Street
New York
$724K
5
MNG
Manning & Napier Group
New York
$6.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
401
MYCIO Wealth Partners
Pennsylvania
$241K +$106 +6 +0%
GI
402
Gradient Investments
Minnesota
$240K +$97.7K +5,529 +69%
RRC
403
Relaxing Retirement Coach
Massachusetts
$238K – – –
FRA
404
Front Row Advisors
California
$236K – – –
WWM
405
Windsor Wealth Management
Indiana
$235K +$7.56K +423 +3%
Deutsche Bank
406
Deutsche Bank
Germany
$232K +$232K +13,131 New
CWM
407
Cornerstone Wealth Management
Missouri
$231K – – –
FHC
408
First Heartland Consultants
Missouri
$230K -$34.5K -1,950 -13%
NSAM
409
North Star Asset Management
Wisconsin
$229K +$1.06K +60 +0.5%
PFC
410
Phocas Financial Corp
California
$225K -$204K – –
JA
411
JVL Associates
Michigan
$217K – – –
CIC
412
Cornercap Investment Counsel
Georgia
$217K +$217K +12,249 New
FHA
413
First Horizon Advisors
Tennessee
$215K +$8.22K +465 +4%
DT
414
Diversified Trust
Tennessee
$214K – – –
FPCG
415
Fort Pitt Capital Group
Pennsylvania
$213K -$5K -282 -2%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$213K – – –
WP
417
WealthSource Partners
California
$212K +$212K +11,964 New
ECM
418
Evergreen Capital Management
Washington
$212K +$212K +11,985 New
AP
419
Appleton Partners
Massachusetts
$207K – – –
KC
420
Kingfisher Capital
North Carolina
$207K – – –
Millennium Management
421
Millennium Management
New York
$203K +$203K +11,466 New
DAM
422
Delta Asset Management
Tennessee
$202K – – –
IWA
423
Intercontinental Wealth Advisors
Texas
$202K – – –
BBA
424
BLB&B Advisors
Pennsylvania
$200K +$200K +11,295 New
PA
425
Parallel Advisors
California
$190K +$27.5K +1,551 +17%
15 16
17
18 19