SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
451
Avior Wealth Management
Nebraska
$56K +$56K +3,216 New
PNC Financial Services Group
452
PNC Financial Services Group
Pennsylvania
$50K -$184K -10,650 -79%
EWM
453
Elmwood Wealth Management
California
$48K -$16.3K -930 -25%
DWM
454
Destination Wealth Management
California
$39K -$101K -5,757 -72%
Simplex Trading
455
Simplex Trading
Illinois
$39K +$39K +2,262 New
LIA
456
LS Investment Advisors
Michigan
$33K +$2.19K +126 +7%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$30.2K +$30.2K +1,728 New
UBS AM
458
UBS AM
Illinois
$29.2K
RBC
459
Roble Belko & Company
Pennsylvania
$28K
CDIA
460
Capital Directions Investment Advisors
Georgia
$26K +$26K +1,500 New
LFG
461
Larson Financial Group
Missouri
$25K +$105 +6 +0.4%
FCA
462
FinTrust Capital Advisors
South Carolina
$24K -$110K -6,309 -82%
AWM
463
Aevitas Wealth Management
Massachusetts
$24K +$103 +6 +0.4%
BCA
464
Berman Capital Advisors
Georgia
$23K +$155 +9 +0.7%
CAC
465
Certified Advisory Corp
Florida
$22K +$22K +1,239 New
VFA
466
Valeo Financial Advisors
Indiana
$22K +$22K +1,257 New
VRM
467
Vectors Research Management
New York
$21K -$21K -1,200 -50%
WC
468
Westwind Capital
New Mexico
$21K -$1.59K -93 -7%
RFA
469
Reilly Financial Advisors
California
$21K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$20K
RCA
471
Rowland Carmichael Advisors
Arizona
$20K
PGWM
472
Parisi Gray Wealth Management
New Jersey
$20K +$8.36K +474 +72%
BWA
473
Burt Wealth Advisors
Maryland
$19K
SWP
474
Strategic Wealth Partners
Ohio
$19K
MSFP
475
Mark Sheptoff Financial Planning
Connecticut
$17K