SCHD icon

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.

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 %
GWM
51
Geneos Wealth Management
Colorado
$9.52M -$330K -18,912 -3%
Jane Street
52
Jane Street
New York
$9.25M -$37K -2,124 -0.4%
NB
53
NBT Bank
New York
$9.03M +$9.03M +518,109 New
PA
54
Planning Alternatives
Michigan
$8.92M -$1.46M -83,898 -14%
Brown Advisory
55
Brown Advisory
Maryland
$8.72M +$8.72M +500,115 New
MML Investors Services
56
MML Investors Services
Massachusetts
$8.59M +$518K +29,730 +6%
RCA
57
Reitz Capital Advisors
Michigan
$8.59M -$578K -33,189 -6%
AWA
58
Acorn Wealth Advisors
Michigan
$8.25M +$97.9K +5,481 +1%
FNC
59
First National Corp
Massachusetts
$8.08M +$771K +44,214 +11%
KFP
60
Keystone Financial Planning
Ohio
$7.88M +$92.7K +5,319 +1%
SCP
61
Shorepoint Capital Partners
Massachusetts
$7.84M +$7.84M +450,021 New
HighTower Advisors
62
HighTower Advisors
Illinois
$7.67M +$909K +52,224 +13%
PAI
63
Pittenger & Anderson Inc
Nebraska
$7.54M -$462K -26,511 -6%
NA
64
NewEdge Advisors
Louisiana
$7.49M +$7.49M +429,936 New
CWM
65
CCG Wealth Management
California
$6.99M -$257K -14,739 -4%
SIM
66
Stratos Investment Management
Ohio
$6.94M +$6.94M +398,349 New
CMP
67
Courage Miller Partners
Virginia
$6.86M -$31.6K -1,815 -0.5%
BC
68
Barnett & Company
Tennessee
$6.76M -$655K -37,575 -9%
FCAS
69
First Command Advisory Services
Texas
$6.75M +$563K +32,181 +9%
SWM
70
SVA Wealth Management
Wisconsin
$6.61M -$564K -32,349 -8%
MWA
71
MFA Wealth Advisors
Pennsylvania
$6.48M +$6.48M +371,649 New
WP
72
WealthPLAN Partners
Nebraska
$6.47M +$90.9K +5,229 +1%
MNG
73
Manning & Napier Group
New York
$6.36M -$5.62M – –
RIA
74
Regal Investment Advisors
Michigan
$6.25M +$83.5K +4,794 +1%
DBRC
75
D.B. Root & Company
Pennsylvania
$5.76M +$260K +14,919 +5%
1 2
3
4 5