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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 %
GFP
526
Gryphon Financial Partners
Ohio
– -$1.29M -78,483 Closed
CA
527
Calton & Associates
Florida
– -$1.19M -75,822 Closed
CAI
528
Capital Advisors Inc
Oklahoma
– -$1.17M -74,613 Closed
KM
529
Kalos Management
Georgia
– -$1.05M -56,916 Closed
SCCM
530
Schafer Cullen Capital Management
New York
– -$836K -53,406 Closed
RCM
531
RNC Capital Management
California
– -$692K -44,169 Closed
TF
532
Trek Financial
Arizona
– -$627K -40,053 Closed
Renaissance Technologies
533
Renaissance Technologies
New York
– -$437K -27,900 Closed
Millennium Management
534
Millennium Management
New York
– -$351K -22,401 Closed
SGCA
535
Steel Grove Capital Advisors
Tennessee
– -$282K -17,985 Closed
BAM
536
Belpointe Asset Management
Nevada
– -$264K -16,863 Closed
NFG
537
Next Financial Group
Texas
– -$215K -13,719 Closed
CC
538
Cognios Capital
Kansas
– -$204K -13,095 Closed
CCM
539
Colorado Capital Management
Colorado
– -$171K -10,956 Closed
MWA
540
Meridian Wealth Advisors
Texas
– -$151K -9,618 Closed
MOS
541
MGO One Seven
Ohio
– -$89K -5,700 Closed
DWM
542
Doyle Wealth Management
Florida
– -$53K -3,417 Closed
BWA
543
BDO Wealth Advisors
Florida
– -$45K -2,868 Closed
AIA
544
Arcadia Investment Advisors
Idaho
– -$27.9K -1,785 Closed
SIAG
545
Signet Investment Advisory Group
Rhode Island
– -$13K -891 Closed
LFA
546
Legacy Financial Advisors
Kentucky
– -$7K -471 Closed
HR
547
Howe & Rusling
New York
– -$5K -321 Closed
JA
548
JOYN Advisors
Georgia
– -$3K -183 Closed
CA
549
Claro Advisors
Massachusetts
– -$3K -168 Closed
WTB
550
Washington Trust Bank
Washington
– -$2K -129 Closed
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