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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

521 hedge funds and large institutions have $3.03B invested in Schwab US Dividend Equity ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 150 reducing their positions, and 34 closing their positions.

Holders
521
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
11.33%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.07%
New
44
Increased
223
Reduced
150
Closed
34
Calls
$3.38M
Puts
$1.44M
Net Calls
+$1.94M
Net Calls Change
+$431K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$468M
2
CG
2
Colony Group
Massachusetts
$21M
3
APP
3
Avantax Planning Partners
Iowa
$193M
4
JIP
4
JBJ Investment Partners
South Carolina
$85.4M
5
UBS Group
5
UBS Group
Switzerland
$136M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.02M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$485K
3
MIH
3
Madison Investment Holdings
Wisconsin
$37.3M
4
Jane Street
4
Jane Street
New York
$724K
5
MNG
5
Manning & Napier Group
New York
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$22.8M 1,286,142 +395,742 +44%
DADC
27
D.A. Davidson & Co
Montana
$22.4M 1,265,724 +170,796 +16%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$21.8M 1,231,992 +49,917 +4%
CG
29
Colony Group
Massachusetts
$21M 1,184,823 +1,163,445 +5,442%
LFS
30
Legacy Financial Strategies
Kansas
$19.9M 1,110,903 +385,029 +53%
AG
31
Advisor Group
Arizona
$18.6M 1,051,914 -56,910 -5%
FCA
32
FLC Capital Advisors
California
$17.5M 978,030 +18,174 +2%
FSA
33
Financial Sense Advisors
California
$16M 901,935 +100,215 +13%
PMG
34
ProVise Management Group
Florida
$15.9M 901,248 -18,546 -2%
CTC
35
Central Trust Company
Missouri
$15.6M 870,882 +39,246 +5%
HB
36
Homrich & Berg
Georgia
$15M 846,420 +2,880 +0.3%
Citigroup
37
Citigroup
New York
$14.5M 817,110 +11,454 +1%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$14.3M 567,843 – –
EFSCE
39
Enterprise Financial Services Corp (EFSC)
Missouri
$13.5M 765,390 -46,233 -6%
VA
40
Valmark Advisers
Ohio
$13.3M 749,451 +13,866 +2%
NA
41
NewEdge Advisors
Louisiana
$12.8M 721,125 +291,189 +68%
WIP
42
Wellesley Investment Partners
Massachusetts
$12.6M 712,758 -7,908 -1%
TF
43
TimeScale Financial
Massachusetts
$12.4M 700,128 +122,097 +21%
WIC
44
Whitegate Investment Counselors
New Hampshire
$12.2M 691,431 +1,545 +0.2%
OIM
45
Opus Investment Management
Massachusetts
$12.1M 682,500 – –
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$11.2M 632,988 -38,499 -6%
SIM
47
Stratos Investment Management
Ohio
$10.6M 600,063 +201,714 +51%
GWM
48
Geneos Wealth Management
Colorado
$9.75M 551,130 +5,118 +0.9%
HCM
49
Hengehold Capital Management
Ohio
$9.71M 548,745 -6,933 -1%
KIA
50
KCM Investment Advisors
California
$9.71M 548,721 -2,067 -0.4%
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