SCHD icon

Schwab US Dividend Equity ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$9.45M +$728K +41,163 +8%
Brown Advisory
52
Brown Advisory
Maryland
$9.18M +$333K +18,816 +4%
PA
53
Planning Alternatives
Michigan
$8.89M -$170K -9,618 -2%
KFP
54
Keystone Financial Planning
Ohio
$8.79M +$799K +45,147 +10%
RCA
55
Reitz Capital Advisors
Michigan
$8.67M -$53.7K -3,036 -0.6%
EVC
56
Eidelman Virant Capital
Missouri
$8.59M +$7.09M +401,100 +476%
FNC
57
First National Corp
Massachusetts
$8.54M +$339K +19,137 +4%
HighTower Advisors
58
HighTower Advisors
Illinois
$8.45M +$679K +38,505 +9%
OIA
59
OneDigital Investment Advisors
Kansas
$7.78M +$3.22M +182,001 +71%
PAI
60
Pittenger & Anderson Inc
Nebraska
$7.6M -$50.3K -2,841 -0.7%
CWM
61
CCG Wealth Management
California
$7.6M +$501K +28,320 +7%
SCP
62
Shorepoint Capital Partners
Massachusetts
$7.59M -$375K -21,201 -5%
FCAS
63
First Command Advisory Services
Texas
$7.51M +$649K +36,534 +9%
AWA
64
Acorn Wealth Advisors
Michigan
$7.47M -$632K -36,018 -8%
HFS
65
Howard Financial Services
Texas
$7.43M +$2.64M +149,079 +55%
CMP
66
Courage Miller Partners
Virginia
$6.99M +$30.4K +1,716 +0.4%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$6.78M +$1.06M +59,739 +18%
WP
68
WealthPLAN Partners
Nebraska
$6.78M +$273K +15,621 +4%
MNG
69
Manning & Napier Group
New York
$6.76M -$6.36M
MWA
70
MFA Wealth Advisors
Pennsylvania
$6.55M -$21.4K -1,212 -0.3%
NB
71
NBT Bank
New York
$6.49M -$2.67M -151,182 -29%
RIA
72
Regal Investment Advisors
Michigan
$6.48M +$141K +7,962 +2%
SWM
73
SVA Wealth Management
Wisconsin
$6.47M -$238K -13,458 -4%
UCFA
74
United Capital Financial Advisors
Texas
$6.46M +$954K +53,940 +17%
BC
75
Barnett & Company
Tennessee
$6.03M -$835K -47,184 -12%