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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 Market Value Shares Shares
Change 		Shares
Change %
FAAS
101
First Allied Advisory Services
California
$4.28M 234,273 +3,372 +1%
Koshinski Asset Management
102
Koshinski Asset Management
Illinois
$4.25M 232,539 +21,054 +10%
OIA
103
OneDigital Investment Advisors
Kansas
$4.23M 231,882 -207,972 -47%
AOWM
104
Alpha Omega Wealth Management
Virginia
$4.18M 220,077 +23,907 +12%
IA
105
IFP Advisors
Florida
$4.14M 227,517 +227,517 New
SMG
106
Spectrum Management Group
Indiana
$4.13M 226,260 -31,695 -12%
PAG
107
Private Advisor Group
New Jersey
$4.11M 224,361 +32,136 +17%
LA
108
LVW Advisors
New York
$4.03M 220,932 -37,923 -15%
AT
109
Arden Trust
Delaware
$4.02M 220,035 +64,401 +41%
NG
110
Northstar Group
New York
$3.79M 207,552 -843 -0.4%
DBRC
111
D.B. Root & Company
Pennsylvania
$3.77M 206,580 -26,679 -11%
SFWC
112
Strategic Family Wealth Counselors
New Jersey
$3.76M 205,851 +8,361 +4%
EGWAG
113
Elwood & Goetz Wealth Advisory Group
Georgia
$3.73M 204,345 -2,619 -1%
SFG
114
SNS Financial Group
Minnesota
$3.61M 197,754 -2,670 -1%
TF
115
Trek Financial
Arizona
$3.5M 191,646 +74,406 +63%
NWS
116
Newport Wealth Strategies
California
$3.5M 191,463 +6,300 +3%
PD
117
Planning Directions
Pennsylvania
$3.49M 190,884 +5,589 +3%
PA
118
PFG Advisors
Arizona
$3.44M 193,599 +9,762 +5%
BC
119
Burleson & Co
California
$3.43M 186,372 +11,448 +7%
BCM
120
Breiter Capital Management
Florida
$3.4M 186,228 +61,386 +49%
FMC
121
First Merchants Corp
Indiana
$3.39M 185,628 +160,971 +653%
NIC
122
Northwest Investment Counselors
Oregon
$3.33M 182,217 +10,134 +6%
APA
123
American Portfolios Advisors
New York
$3.32M 181,956 +237 +0.1%
JIC
124
JRM Investment Counsel
Nebraska
$3.16M 173,244 -10,944 -6%
BTS
125
BB&T Securities
Virginia
$3.14M 172,107 -22,035 -11%
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5
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