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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 %
GI
426
Gradient Investments
Minnesota
$140K +$88.9K +5,115 +174%
CAL
427
Capital Analysts LLC
Pennsylvania
$127K +$127K +7,296 New
HCM
428
Horan Capital Management
Maryland
$122K – – –
FPFS
429
First Personal Financial Services
North Carolina
$112K +$93.4K +5,349 +502%
BAMG
430
Brand Asset Management Group
Missouri
$110K – – –
CCMW
431
Cypress Capital Management (Wyoming)
Wyoming
$109K – – –
WF
432
WealthTrust Fairport
Ohio
$101K +$681 +39 +0.7%
IA
433
IFP Advisors
Florida
$97K -$4.04M -230,028 -98%
SIAS
434
Shine Investment Advisory Services
Colorado
$94K -$36.5K -2,100 -28%
SSB
435
Sandy Spring Bank
Maryland
$94K -$21.5K -1,230 -19%
IWP
436
Icon Wealth Partners
Texas
$86K +$86K +4,953 New
TWA
437
TCI Wealth Advisors
Arizona
$79K -$38.6K -2,202 -33%
PCP
438
Proficio Capital Partners
Massachusetts
$78K – – –
PWMG
439
Prestige Wealth Management Group
New Jersey
$77K -$93.7K -5,361 -55%
FANJ
440
Financial Architects (New Jersey)
New Jersey
$76K +$315 +18 +0.4%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$76K +$55K +3,150 +263%
ASN
442
Advisory Services Network
Georgia
$75K +$51.5K +2,937 +219%
AF
443
Allworth Financial
California
$72K +$5.56K +318 +8%
OAM
444
Oppenheimer Asset Management
New York
$70K -$25.3K -1,452 -27%
PB
445
Pinnacle Bancorp
Nebraska
$69K -$17.7K -1,020 -20%
AIM
446
Anchor Investment Management
South Carolina
$67.8K -$12.2K -699 -15%
JCM
447
Jacobi Capital Management
Pennsylvania
$62K -$5.21K -300 -8%
BlackRock
448
BlackRock
New York
$59K +$4.71K +270 +9%
WEC
449
Winslow Evans & Crocker
Massachusetts
$58K +$10.4K +588 +22%
LFG
450
LifePlan Financial Group
Ohio
$57K +$46.9K +2,709 +463%
16 17
18
19 20