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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$528M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$79.7M
3
JWM
3
Janiczek Wealth Management
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$68.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.1M

Top Sellers

1
FSA
1
Financial Sense Advisors
California
$2.64M
2
MIH
2
Madison Investment Holdings
Wisconsin
$25.1M
3
EVC
3
Eidelman Virant Capital
Missouri
$1.48M
4
MNG
4
Manning & Napier Group
New York
$7.83M
5
Brown Advisory
5
Brown Advisory
Maryland
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
51
Howard Financial Services
Texas
$11.5M +$3.86M +211,149 +50%
SIM
52
Stratos Investment Management
Ohio
$11.5M +$525K +28,746 +5%
Citigroup
53
Citigroup
New York
$10.9M -$4.04M -221,133 -27%
KFP
54
Keystone Financial Planning
Ohio
$10.6M +$1.53M +83,847 +17%
KIA
55
KCM Investment Advisors
California
$10.1M +$45.2K +2,475 +0.5%
GWM
56
Geneos Wealth Management
Colorado
$9.9M -$111K -6,093 -1%
CST
57
Charles Schwab Trust
Nevada
$9.73M +$9.73M +539,838 New
PA
58
Planning Alternatives
Michigan
$9.23M +$61K +3,339 +0.7%
FNC
59
First National Corp
Massachusetts
$8.82M +$4.77K +261 +0.1%
FCAS
60
First Command Advisory Services
Texas
$8.68M +$857K +46,308 +11%
HighTower Advisors
61
HighTower Advisors
Illinois
$8.63M -$96.7K -5,307 -1%
RM
62
Resource Management
Louisiana
$8.55M +$2.89M +158,061 +51%
MML Investors Services
63
MML Investors Services
Massachusetts
$8.18M -$1.57M -86,043 -16%
AWA
64
Acorn Wealth Advisors
Michigan
$8.12M +$90.5K +4,800 +1%
CWM
65
CCG Wealth Management
California
$8.05M +$204K +11,184 +3%
MNG
66
Manning & Napier Group
New York
$7.83M -$6.76M – –
WP
67
WealthPLAN Partners
Nebraska
$7.82M +$501K +26,565 +7%
PAI
68
Pittenger & Anderson Inc
Nebraska
$7.8M -$45.8K -2,508 -0.6%
KBFS
69
Kohmann Bosshard Financial Services
Ohio
$7.4M +$400K +21,933 +6%
UCFA
70
United Capital Financial Advisors
Texas
$7.37M +$705K +38,598 +11%
SCP
71
Shorepoint Capital Partners
Massachusetts
$7.35M -$476K -26,088 -6%
SWM
72
SVA Wealth Management
Wisconsin
$7.14M +$457K +25,032 +7%
CMP
73
Courage Miller Partners
Virginia
$7.09M -$126K -6,900 -2%
MWA
74
MFA Wealth Advisors
Pennsylvania
$7M +$234K +12,810 +3%
RIA
75
Regal Investment Advisors
Michigan
$6.64M -$48.5K -2,655 -0.7%
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