SCHD icon

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.

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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.02M
2
JPLA
Joseph P. Lucia & Associates
New York
$485K
3
MIH
Madison Investment Holdings
Wisconsin
$37.3M
4
Jane Street
Jane Street
New York
$724K
5
MNG
Manning & Napier Group
New York
$6.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
526
Citadel Advisors
Florida
– -$1.99M -114,066 Closed
Susquehanna International Group
527
Susquehanna International Group
Pennsylvania
– -$1.65M -94,587 Closed
PP
528
Palladium Partners
Virginia
– -$1.47M -84,426 Closed
GC
529
Gratus Capital
Georgia
– -$629K -36,075 Closed
OAM
530
Occidental Asset Management
California
– -$476K -27,300 Closed
BA
531
Belvedere Advisors
California
– -$364K -20,898 Closed
TFS
532
Thoroughbred Financial Services
Tennessee
– -$337K -19,317 Closed
IAA
533
Independent Advisor Alliance
North Carolina
– -$331K -18,990 Closed
MGIA
534
Moneta Group Investment Advisors
Missouri
– -$320K -18,363 Closed
WS
535
Wedbush Securities
California
– -$319K -18,324 Closed
BCP
536
Blackhawk Capital Partners
Wisconsin
– -$295K -16,935 Closed
MHS
537
M Holdings Securities
Oregon
– -$292K -16,758 Closed
GFPC
538
Global Financial Private Capital
Florida
– -$256K -14,703 Closed
Fisher Asset Management
539
Fisher Asset Management
Washington
– -$247K -14,166 Closed
FC
540
Fulcrum Capital
Washington
– -$234K -13,413 Closed
PFA
541
Pure Financial Advisors
California
– -$230K -13,209 Closed
ACM
542
Allred Capital Management
Texas
– -$231K -13,137 Closed
WAM
543
Wealthspire Advisors (Maryland)
Maryland
– -$187K -10,713 Closed
IWP
544
Icon Wealth Partners
Texas
– -$86K -4,953 Closed
Fifth Third Bancorp
545
Fifth Third Bancorp
Ohio
– -$76K -4,350 Closed
Simplex Trading
546
Simplex Trading
Illinois
– -$39K -2,262 Closed
CDIA
547
Capital Directions Investment Advisors
Georgia
– -$26K -1,500 Closed
AWM
548
Aevitas Wealth Management
Massachusetts
– -$24K -1,398 Closed
PGWM
549
Parisi Gray Wealth Management
New Jersey
– -$20K -1,134 Closed
AIC
550
Ameritas Investment Company
Nebraska
– -$17K -999 Closed
19 20 21
22
23