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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 Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
AlphaStar Capital Management
North Carolina
$4M +$3.55M +203,943 +796%
VDI
102
Vaughan David Investments
Illinois
$3.99M +$439K +25,170 +12%
BWM
103
Baystate Wealth Management
Massachusetts
$3.92M +$43.1K +2,373 +1%
EGWAG
104
Elwood & Goetz Wealth Advisory Group
Georgia
$3.84M -$14.5K -831 -0.4%
NG
105
Northstar Group
New York
$3.68M -$27.9K -1,602 -0.8%
REMPR
106
Roof Eidam Maycock Peralta (REMP)
California
$3.65M -$216K -12,417 -6%
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$3.59M +$600K +34,434 +20%
SFG
108
SNS Financial Group
Minnesota
$3.56M -$92.9K -5,331 -3%
SFG
109
SevenBridge Financial Group
Pennsylvania
$3.53M +$41.6K +2,385 +1%
RM
110
Resource Management
Louisiana
$3.46M +$1.74M +99,771 +101%
AF
111
Advisornet Financial
Minnesota
$3.39M -$86.3K -4,950 -2%
NWS
112
Newport Wealth Strategies
California
$3.33M +$227K +12,918 +7%
AOWM
113
Alpha Omega Wealth Management
Virginia
$3.32M -$153K -8,784 -4%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$448K +25,683 +16%
SS
115
Simplicity Solutions
Minnesota
$3.27M -$240K -13,794 -7%
BC
116
Burleson & Co
California
$3.24M -$396K -22,026 -11%
JIC
117
JRM Investment Counsel
Nebraska
$3.24M -$29.7K -1,704 -0.9%
EFS
118
Econ Financial Services
Pennsylvania
$3.17M +$2.09M +119,808 +193%
PD
119
Planning Directions
Pennsylvania
$3.13M +$217K +12,429 +7%
LA
120
LVW Advisors
New York
$3.12M -$686K -39,390 -18%
APA
121
American Portfolios Advisors
New York
$3.03M +$2.17M +124,728 +253%
PAG
122
Private Advisor Group
New Jersey
$3.03M -$438K -25,104 -13%
RC
123
Roundview Capital
New Jersey
$2.91M +$107K +6,141 +4%
TYCC
124
Texas Yale Capital Corp
Florida
$2.85M +$1.63M +93,780 +134%
NIC
125
Northwest Investment Counselors
Oregon
$2.84M -$9.46K -543 -0.3%
3 4
5
6 7