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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$5.68M 326,151 +127,392 +64%
VNA
77
Valley National Advisers
Pennsylvania
$5.65M 324,393 -4,974 -2%
KBFS
78
Kohmann Bosshard Financial Services
Ohio
$5.64M 323,604 +11,001 +4%
DP
79
Denver PWM
Colorado
$5.6M 314,922 +3,195 +1%
UCFA
80
United Capital Financial Advisors
Texas
$5.42M 311,220 -22,035 -7%
LIM
81
Leavell Investment Management
Alabama
$5.36M 307,389 +15,765 +5%
CCP
82
Cardan Capital Partners
Colorado
$5.36M 307,356 -122,847 -29%
SBL
83
Sargent Bickham Lagudis
Colorado
$5.19M 297,927 +217,761 +272%
LPT
84
Legacy Private Trust
Wisconsin
$5.16M 295,797 -5,646 -2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5.06M 290,160 -130,893 -31%
SHJ
86
Sharkey, Howes & Javer
Colorado
$5.01M 287,445 -378,420 -57%
HCP
87
Holt Capital Partners
Texas
$4.9M 281,331 -4,050 -1%
ST
88
Smithfield Trust
Pennsylvania
$4.85M 278,622 +111,243 +66%
HFS
89
Howard Financial Services
Texas
$4.72M 270,927 +57,015 +27%
AWS
90
AJ Wealth Strategies
New York
$4.69M 269,217 -20,181 -7%
PIMG
91
Patriot Investment Management Group
Tennessee
$4.57M 262,479 +262,479 New
BTS
92
BB&T Securities
Virginia
$4.52M 259,281 +26,961 +12%
OIA
93
OneDigital Investment Advisors
Kansas
$4.49M 257,853 -6,582 -2%
SMG
94
Spectrum Management Group
Indiana
$4.48M 257,265 -11,790 -4%
AT
95
Arden Trust
Delaware
$4.39M 251,697 -26,817 -10%
NFG
96
Noven Financial Group
Colorado
$4.36M 250,194 -7,395 -3%
LYV
97
Live Your Vision
Pennsylvania
$4.26M 234,069 +17,856 +8%
CFS
98
CRA Financial Services
New Jersey
$4.15M 237,993 -2,175 -0.9%
SAM
99
Smithbridge Asset Management
Pennsylvania
$4.15M 237,921 +6,261 +3%
FAAS
100
First Allied Advisory Services
California
$4.04M 232,500 +8,286 +4%
2 3
4
5 6