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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.

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
1
Charles Schwab Investment Advisory
California
$528M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$79.7M
3
JWM
3
Janiczek Wealth Management
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$68.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.1M

Top Sellers

1
FSA
1
Financial Sense Advisors
California
$2.64M
2
MIH
2
Madison Investment Holdings
Wisconsin
$25.1M
3
EVC
3
Eidelman Virant Capital
Missouri
$1.48M
4
MNG
4
Manning & Napier Group
New York
$7.83M
5
Brown Advisory
5
Brown Advisory
Maryland
$4.33M
Name Market Value Shares Shares
Change 		Shares
Change %
MIH
26
Madison Investment Holdings
Wisconsin
$25.1M 1,375,527 -731,550 -35%
SAM
27
Summit Asset Management
Tennessee
$25M 1,368,720 +21,024 +2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$23.9M 1,310,859 +78,867 +6%
LFS
29
Legacy Financial Strategies
Kansas
$23M 1,234,866 +123,963 +11%
CG
30
Colony Group
Massachusetts
$21.2M 1,161,948 -22,875 -2%
HCM
31
Hengehold Capital Management
Ohio
$20.1M 1,100,385 +551,640 +101%
AG
32
Advisor Group
Arizona
$19.7M 1,075,959 +24,045 +2%
FCA
33
FLC Capital Advisors
California
$19M 1,042,245 +64,215 +7%
CTC
34
Central Trust Company
Missouri
$17M 933,054 +62,172 +7%
PMG
35
ProVise Management Group
Florida
$16.5M 903,498 +2,250 +0.2%
HB
36
Homrich & Berg
Georgia
$15.4M 841,833 -4,587 -0.5%
RCA
37
Reitz Capital Advisors
Michigan
$15.1M 825,426 +335,598 +69%
TF
38
TimeScale Financial
Massachusetts
$14.3M 784,971 +84,843 +12%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$14.3M 567,843 – –
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$14.1M 770,895 +153,012 +25%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$14M 767,943 +134,955 +21%
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$13.8M 753,042 -12,348 -2%
VA
43
Valmark Advisers
Ohio
$13.6M 743,331 -6,120 -0.8%
NA
44
NewEdge Advisors
Louisiana
$13.2M 725,337 +4,212 +0.6%
UWM
45
USAdvisors Wealth Management
Minnesota
$13.2M 720,612 +7,365 +1%
WIC
46
Whitegate Investment Counselors
New Hampshire
$13.1M 716,223 +24,792 +4%
WIP
47
Wellesley Investment Partners
Massachusetts
$13M 713,409 +651 +0.1%
OIM
48
Opus Investment Management
Massachusetts
$12.8M 699,900 +17,400 +3%
JWM
49
Janiczek Wealth Management
Colorado
$12.1M 661,140 +661,140 New
CA
50
Capital Advantage
California
$11.6M 636,066 +636,066 New
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