SCHD icon

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 %
FAAS
101
First Allied Advisory Services
California
$4.09M 230,901 -1,599 -0.7%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$4.05M 229,065 +39,171 +21%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$3.74M 211,485 +19,701 +10%
NG
104
Northstar Group
New York
$3.69M 208,395 -2,601 -1%
EGWAG
105
Elwood & Goetz Wealth Advisory Group
Georgia
$3.66M 206,964 -13,218 -6%
JFA
106
JNBA Financial Advisors
Minnesota
$3.58M 202,344 +98,403 +95%
SFG
107
SNS Financial Group
Minnesota
$3.55M 200,424 -3,759 -2%
SFWC
108
Strategic Family Wealth Counselors
New Jersey
$3.49M 197,490 -8,679 -4%
AOWM
109
Alpha Omega Wealth Management
Virginia
$3.47M 196,170 +5,937 +3%
BTS
110
BB&T Securities
Virginia
$3.44M 194,142 -65,139 -25%
EFS
111
Econ Financial Services
Pennsylvania
$3.42M 193,131 +11,259 +6%
PAG
112
Private Advisor Group
New Jersey
$3.4M 192,225 +18,312 +11%
PA
113
PFG Advisors
Arizona
$3.37M 183,837 +34,314 +23%
NWS
114
Newport Wealth Strategies
California
$3.31M 185,163 -3,993 -2%
AF
115
Advisornet Financial
Minnesota
$3.28M 185,595 -8,706 -4%
PD
116
Planning Directions
Pennsylvania
$3.28M 185,295 +5,838 +3%
SBL
117
Sargent Bickham Lagudis
Colorado
$3.26M 184,407 -113,520 -38%
JIC
118
JRM Investment Counsel
Nebraska
$3.26M 184,188 -1,485 -0.8%
BRWA
119
B. Riley Wealth Advisors
Florida
$3.22M 182,205 +166,794 +1,082%
APA
120
American Portfolios Advisors
New York
$3.21M 181,719 +7,650 +4%
BC
121
Burleson & Co
California
$3.1M 174,924 -4,932 -3%
NIC
122
Northwest Investment Counselors
Oregon
$3.04M 172,083 +9,024 +6%
FAIM
123
Financial Advocates Investment Management
Washington
$2.97M 168,099 +23,721 +16%
REMPR
124
Roof Eidam Maycock Peralta (REMP)
California
$2.96M 167,229 -42,435 -20%
RC
125
Roundview Capital
New Jersey
$2.95M 166,545 -126 -0.1%
3 4
5
6 7