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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.

New
Increased
Maintained
Reduced
Closed
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
Avantax Planning Partners
Iowa
$178M
2
AEPG
American Economic Planning Group
New Jersey
$39.2M
3
UBS Group
UBS Group
Switzerland
$125M
4
CSIA
Charles Schwab Investment Advisory
California
$435M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$14.1M

Top Sellers

1
ACM
Argent Capital Management
Missouri
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
$44.5M
4
SHJ
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
Apollon Wealth Management
South Carolina
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
Fagan Associates
New York
$2.83M -$24.7K -1,419 -0.9%
HCA
127
Hillview Capital Advisors
Pennsylvania
$2.8M +$2.8M +160,500 New
FFWA
128
FRG Family Wealth Advisors
Washington
$2.76M +$1.17M +67,095 +74%
OPA
129
Old Port Advisors
Maine
$2.7M +$50.8K +2,913 +2%
PA
130
PFG Advisors
Arizona
$2.69M +$227K +12,600 +9%
MCM
131
Maxim Capital Management
California
$2.64M +$205K +11,751 +8%
DLCIG
132
D.L. Carlson Investment Group
New Hampshire
$2.62M -$111K -6,351 -4%
ODCM
133
Old Dominion Capital Management
Virginia
$2.61M +$355K +19,746 +16%
ACG
134
Allen Capital Group
Nebraska
$2.55M -$10.3K -591 -0.4%
SFWA
135
Summit Financial Wealth Advisors
Louisiana
$2.52M -$475K -27,000 -16%
FAIM
136
Financial Advocates Investment Management
Washington
$2.52M +$363K +20,838 +17%
SWM
137
Stockman Wealth Management
Montana
$2.42M -$6.43K -369 -0.3%
SIA
138
Starfire Investment Advisers
Michigan
$2.41M +$393K +22,566 +20%
SPC
139
Sigma Planning Corp
Michigan
$2.4M +$1.9M +109,275 +384%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$2.36M +$36.1K +2,073 +2%
BFG
141
Bouchey Financial Group
New York
$2.36M +$44.7K +2,568 +2%
BSB
142
Bangor Savings Bank
Maine
$2.33M +$8.36K +480 +0.4%
ECML
143
Eagle Capital Management (Louisiana)
Louisiana
$2.32M +$233K +13,341 +11%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$2.22M +$437K +25,071 +24%
JWS
145
Juncture Wealth Strategies
Arizona
$2.2M -$121K -6,954 -5%
AFP
146
Ausdal Financial Partners
Iowa
$2.16M +$670K +38,469 +45%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$2.16M +$718K +41,208 +50%
FC
148
Financial Consulate
Maryland
$2.06M +$104K +5,970 +5%
MA
149
Mutual Advisors
Nebraska
$2.03M -$17.8K -1,020 -0.9%
SSI
150
Scott & Selber Inc
Texas
$2.01M +$140K +8,007 +7%
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