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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.

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
1
Charles Schwab Investment Advisory
California
$468M
2
CG
2
Colony Group
Massachusetts
$21M
3
APP
3
Avantax Planning Partners
Iowa
$193M
4
JIP
4
JBJ Investment Partners
South Carolina
$85.4M
5
UBS Group
5
UBS Group
Switzerland
$136M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.02M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$485K
3
MIH
3
Madison Investment Holdings
Wisconsin
$37.3M
4
Jane Street
4
Jane Street
New York
$724K
5
MNG
5
Manning & Napier Group
New York
$6.76M
Name Market Value Shares Shares
Change 		Shares
Change %
DP
76
Denver PWM
Colorado
$5.99M 341,400 +26,478 +8%
LIM
77
Leavell Investment Management
Alabama
$5.98M 335,412 +28,023 +9%
CCP
78
Cardan Capital Partners
Colorado
$5.7M 322,053 +14,697 +5%
VDI
79
Vaughan David Investments
Illinois
$5.61M 317,055 +88,245 +39%
VNA
80
Valley National Advisers
Pennsylvania
$5.58M 315,576 -8,817 -3%
RM
81
Resource Management
Louisiana
$5.49M 310,386 +112,149 +57%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.3M 299,397 +9,237 +3%
LPT
83
Legacy Private Trust
Wisconsin
$5.24M 296,172 +375 +0.1%
SHJ
84
Sharkey, Howes & Javer
Colorado
$5M 282,345 -5,100 -2%
FFWA
85
FRG Family Wealth Advisors
Washington
$4.98M 281,700 +123,345 +78%
AWS
86
AJ Wealth Strategies
New York
$4.98M 281,517 +12,300 +5%
HCP
87
Holt Capital Partners
Texas
$4.95M 279,675 -1,656 -0.6%
ST
88
Smithfield Trust
Pennsylvania
$4.93M 278,664 +42 +0%
PIMG
89
Patriot Investment Management Group
Tennessee
$4.72M 266,934 +4,455 +2%
LA
90
LVW Advisors
New York
$4.58M 258,855 +79,794 +45%
SMG
91
Spectrum Management Group
Indiana
$4.56M 257,955 +690 +0.3%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$4.53M 256,263 +120,741 +89%
CFS
93
CRA Financial Services
New Jersey
$4.43M 250,518 +12,525 +5%
NFG
94
Noven Financial Group
Colorado
$4.43M 250,314 +120 +0%
BWM
95
Baystate Wealth Management
Massachusetts
$4.27M 239,589 +24,147 +11%
SAM
96
Smithbridge Asset Management
Pennsylvania
$4.24M 239,766 +1,845 +0.8%
ACM
97
AlphaStar Capital Management
North Carolina
$4.18M 236,214 +6,657 +3%
AFP
98
Ausdal Financial Partners
Iowa
$4.18M 228,603 +104,415 +84%
SFG
99
SevenBridge Financial Group
Pennsylvania
$4.14M 233,874 +31,077 +15%
DBRC
100
D.B. Root & Company
Pennsylvania
$4.13M 233,259 -97,152 -29%
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4
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