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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 %
AIC
476
Ameritas Investment Company
Nebraska
$17K +$17K +999 New
CF
477
Centaurus Financial
California
$16.4K +$8.34K +1,308 +104%
OC
478
Oakworth Capital
Alabama
$16K – – –
CFD
479
Creative Financial Designs
Indiana
$16K +$158 +9 +1%
PMFA
480
Plante Moran Financial Advisors
Michigan
$16K +$16K +921 New
WT
481
Whittier Trust
California
$15K – – –
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K – – –
BWM
483
BerganKDV Wealth Management
Minnesota
$15K +$106 +6 +0.7%
LHC
484
Little House Capital
Massachusetts
$15K +$15K +900 New
WB
485
Webster Bank
Connecticut
$14K – – –
WP
486
WealthShield Partners
North Carolina
$14K +$14K +780 New
AA
487
Advisory Alpha
Michigan
$13.6K +$13.6K +780 New
OIA
488
Optimum Investment Advisors
Illinois
$13K +$51 +3 +0.4%
ESB
489
Essex Savings Bank
Connecticut
$13K +$2.1K +117 +19%
GSWM
490
Golden State Wealth Management
California
$13K +$13K +735 New
EK
491
Evensky & Katz
Florida
$12K – – –
ME
492
McIlrath & Eck
Washington
$12K – – –
GRP
493
Global Retirement Partners
California
$11K – – –
JGIA
494
Jackson Grant Investment Advisers
Connecticut
$11K +$54 +3 +0.5%
RCG
495
Ruggie Capital Group
Florida
$10K -$213K -12,006 -96%
SIM
496
Sonora Investment Management
Arizona
$10K -$24.8K -1,497 -71%
GAM
497
Gemmer Asset Management
California
$10K – – –
JPLA
498
Joseph P. Lucia & Associates
New York
$7.36K +$7.36K +1,181,181 New
FPS
499
Fieldpoint Private Securities
Connecticut
$7K – – –
RIA
500
RPG Investment Advisory
California
$7K – – –
18 19
20
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