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

Top Sellers

1
ACM
Argent Capital Management
Missouri
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$44.5M
4
SHJ
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
Apollon Wealth Management
South Carolina
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
501
William Blair & Company
Illinois
$7K +$6.48K +372 +1,240%
IF
502
Ironwood Financial
Arizona
$6K – – –
FMP
503
Financial Management Professionals
Texas
$5K -$4.81K -297 -49%
AWM
504
AllSquare Wealth Management
New York
$5K – – –
IFAM
505
Institutional & Family Asset Management
Colorado
$5K – – –
NWM
506
Northwest Wealth Management
Iowa
$5K – – –
DOA
507
D'Orazio & Associates
Virginia
$4K – – –
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$3.34K +$3.34K +191,784 New
HI
509
Hudock Inc
Pennsylvania
$3K -$24.2K -1,692 -89%
RFC
510
Regions Financial Corp
Alabama
$3K – – –
BWP
511
Baldwin Wealth Partners
Massachusetts
$3K – – –
SIS
512
Sound Income Strategies
Florida
$3K – – –
LPWM
513
Lake Point Wealth Management
Texas
$3K +$3K +144 New
TIM
514
Tortoise Investment Management
New York
$2K – – –
PK
515
Pflug Koory
Nebraska
$2K – – –
NCM
516
Next Capital Management
New York
$2K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$1K – – –
HH
518
HWG Holdings
Texas
$1K – – –
AIS
519
Accurate Investment Solutions
Pennsylvania
$1K – – –
WOC
520
West Oak Capital
California
$1K +$1K +39 New
ACA
521
Ackerman Capital Advisors
Texas
$911 -$23 -1,296 -2%
GT
522
Glenmede Trust
Pennsylvania
$10 +$1 +69 +14%
ACM
523
Argent Capital Management
Missouri
– -$14.9M -954,426 Closed
RBCM
524
Raub Brock Capital Management
California
– -$3.58M -228,864 Closed
WCM
525
Weatherstone Capital Management
Colorado
– -$2.6M -146,976 Closed
19 20
21
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