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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
1
Avantax Planning Partners
Iowa
$178M
2
AEPG
2
American Economic Planning Group
New Jersey
$39.2M
3
UBS Group
3
UBS Group
Switzerland
$125M
4
CSIA
4
Charles Schwab Investment Advisory
California
$435M
5
EFSCE
5
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M

Top Sellers

1
ACM
1
Argent Capital Management
Missouri
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$44.5M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
5
Apollon Wealth Management
South Carolina
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$21.5M +$134K +7,686 +0.6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$20.6M +$20.6M +1,182,075 New
AG
28
Advisor Group
Arizona
$19.3M +$1.24M +70,869 +7%
DADC
29
D.A. Davidson & Co
Montana
$19.1M +$2.36M +135,294 +14%
FCA
30
FLC Capital Advisors
California
$16.7M +$5.04M +289,275 +43%
PMG
31
ProVise Management Group
Florida
$16M +$210K +12,066 +1%
KeyBank National Association
32
KeyBank National Association
Ohio
$15.5M +$5.11M +292,998 +49%
HB
33
Homrich & Berg
Georgia
$14.7M -$322K -18,492 -2%
CTC
34
Central Trust Company
Missouri
$14.5M +$3.27M +187,698 +29%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$11M +436,011 +331%
EFSCE
36
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M +$14.1M +811,623 New
Citigroup
37
Citigroup
New York
$14M +$169K +9,669 +1%
FSA
38
Financial Sense Advisors
California
$14M -$357K -20,508 -2%
VA
39
Valmark Advisers
Ohio
$12.8M +$1.03M +59,232 +9%
LFS
40
Legacy Financial Strategies
Kansas
$12.7M +$6.24M +358,332 +97%
WIP
41
Wellesley Investment Partners
Massachusetts
$12.6M -$341K -19,587 -3%
UWM
42
USAdvisors Wealth Management
Minnesota
$12.2M +$339K +19,440 +3%
WIC
43
Whitegate Investment Counselors
New Hampshire
$12M +$52.6K +3,021 +0.4%
OIM
44
Opus Investment Management
Massachusetts
$11.9M – – –
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$11.7M +$1.3M +74,586 +12%
CA
46
Capital Advantage
California
$10.8M +$141K +8,070 +1%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$10.3M +$39.9K +2,289 +0.4%
TF
48
TimeScale Financial
Massachusetts
$10.1M +$2.73M +156,411 +37%
HCM
49
Hengehold Capital Management
Ohio
$9.68M +$68.2K +3,912 +0.7%
KIA
50
KCM Investment Advisors
California
$9.6M +$4.4M +252,321 +85%
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