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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$44.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$33.6M
3
JWM
Janiczek Wealth Management
Colorado
+$12.1M
4
LPL Financial
LPL Financial
California
+$10.2M
5
HCM
Hengehold Capital Management
Ohio
+$10.1M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$13.8M
2
MIH
Madison Investment Holdings
Wisconsin
-$13.4M
3
EVC
Eidelman Virant Capital
Missouri
-$7.38M
4
MNG
Manning & Napier Group
New York
-$6.76M
5
Brown Advisory
Brown Advisory
Maryland
-$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
426
Weik Capital Management
Pennsylvania
$252K -$13.4K -735 -5%
DT
427
Diversified Trust
Tennessee
$248K +$27.3K +1,494 +12%
RRC
428
Relaxing Retirement Coach
Massachusetts
$245K – – –
BB
429
Busey Bank
Illinois
$245K +$245K +13,422 New
FRA
430
Front Row Advisors
California
$242K +$985 +54 +0.4%
WWM
431
Windsor Wealth Management
Indiana
$240K +$7.58K +429 +3%
VCM
432
Vigilant Capital Management
Maine
$238K +$238K +13,047 New
FHC
433
First Heartland Consultants
Missouri
$235K -$2.03K -111 -0.9%
HWA
434
Heritage Wealth Advisors
Virginia
$232K -$45.6K -2,505 -16%
PFC
435
Phocas Financial Corp
California
$232K -$225K – –
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$228K -$34.7K -1,899 -13%
ZCA
437
Zeke Capital Advisors
Pennsylvania
$227K +$227K +12,435 New
FPCG
438
Fort Pitt Capital Group
Pennsylvania
$225K +$5.48K +300 +2%
JA
439
JVL Associates
Michigan
$224K – – –
SNBOSD
440
Security National Bank of So Dak
Iowa
$224K +$224K +12,267 New
RCM
441
Rain Capital Management
Oregon
$223K +$223K +12,228 New
PWM
442
Paulson Wealth Management
Illinois
$221K -$211K -11,568 -49%
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$221K +$876 +48 +0.4%
Cerity Partners
444
Cerity Partners
New York
$220K -$222K -12,171 -50%
FHA
445
First Horizon Advisors
Tennessee
$220K -$2.03K -111 -0.9%
AP
446
Appleton Partners
Massachusetts
$213K – – –
CAL
447
Capital Analysts LLC
Pennsylvania
$209K +$27.2K +1,488 +15%
DAM
448
Delta Asset Management
Tennessee
$208K – – –
CC
449
Cadinha & Co
Hawaii
$208K +$208K +11,400 New
BBA
450
BLB&B Advisors
Pennsylvania
$206K – – –
16 17
18
19 20