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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
$528M
2
AllianceBernstein
AllianceBernstein
Tennessee
$79.7M
3
JWM
Janiczek Wealth Management
Colorado
$12.1M
4
LPL Financial
LPL Financial
California
$68.7M
5
HCM
Hengehold Capital Management
Ohio
$20.1M

Top Sellers

1
FSA
Financial Sense Advisors
California
$2.64M
2
MIH
Madison Investment Holdings
Wisconsin
$25.1M
3
EVC
Eidelman Virant Capital
Missouri
$1.48M
4
MNG
Manning & Napier Group
New York
$7.83M
5
Brown Advisory
Brown Advisory
Maryland
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
451
Krilogy Financial
Missouri
$205K +$205K +11,202 New
PAM
452
Peak Asset Management
Colorado
$205K +$205K +11,211 New
LG
453
Leuthold Group
Minnesota
$205K +$205K +11,238 New
IWA
454
Intercontinental Wealth Advisors
Texas
$203K -$5.49K -300 -3%
FPTW
455
Franklin, Parlapiano, Turner & Welch
Texas
$203K +$203K +11,100 New
FC
456
Fulcrum Capital
Washington
$203K +$203K +11,130 New
CL
457
Cabana LLC
Arkansas
$202K +$202K +11,037 New
CWM
458
Cornerstone Wealth Management
Missouri
$201K -$38.9K -2,133 -16%
FWSM
459
First Wilshire Securities Management
California
$201K +$201K +11,025 New
SCA
460
Stokes Capital Advisors
South Carolina
$200K +$200K +10,935 New
PA
461
Parallel Advisors
California
$182K -$14K -765 -7%
AIC
462
Ameritas Investment Company
Nebraska
$181K +$181K +9,885 New
Bank of Montreal
463
Bank of Montreal
Ontario, Canada
$177K -$6.58K -360 -4%
SPIA
464
Steward Partners Investment Advisory
New York
$163K – – –
Deutsche Bank
465
Deutsche Bank
Germany
$156K -$83.8K -4,587 -35%
PWP
466
Personal Wealth Partners
Minnesota
$144K +$144K +7,884 New
LWA
467
Lenox Wealth Advisors
New York
$138K – – –
HCM
468
Horan Capital Management
Maryland
$125K -$3.45K -189 -3%
HI
469
Hudock Inc
Pennsylvania
$124K +$13.1K +720 +12%
AIM
470
Anchor Investment Management
South Carolina
$121K +$43.9K +2,406 +57%
SBSB
471
Sullivan, Bruyette, Speros & Blaney
Virginia
$120K +$120K +6,546 New
FPFS
472
First Personal Financial Services
North Carolina
$117K – – –
CCMW
473
Cypress Capital Management (Wyoming)
Wyoming
$115K – – –
BAMG
474
Brand Asset Management Group
Missouri
$115K – – –
DOA
475
D'Orazio & Associates
Virginia
$108K +$104K +5,733 +2,810%
17 18
19
20 21