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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
HCA
126
Hillview Capital Advisors
Pennsylvania
$2.86M – – –
FA
127
Fagan Associates
New York
$2.85M -$25.7K -1,455 -0.9%
OPA
128
Old Port Advisors
Maine
$2.78M -$5.23K -291 -0.2%
SWM
129
Stockman Wealth Management
Montana
$2.77M +$313K +17,682 +13%
AT
130
Arden Trust
Delaware
$2.75M -$1.7M -96,063 -38%
KM
131
Kalos Management
Georgia
$2.75M +$2.75M +154,008 New
SPC
132
Sigma Planning Corp
Michigan
$2.72M +$283K +15,981 +12%
MCM
133
Maxim Capital Management
California
$2.69M +$15.9K +900 +0.6%
PAMG
134
Patton Albertson Miller Group
Tennessee
$2.65M +$2.65M +152,214 New
JSL
135
JT Stratford LLC
Georgia
$2.61M +$950K +53,691 +57%
BFG
136
Bouchey Financial Group
New York
$2.6M +$202K +11,436 +8%
ODCM
137
Old Dominion Capital Management
Virginia
$2.59M +$16.5K +930 +0.6%
SIA
138
Starfire Investment Advisers
Michigan
$2.49M +$49.1K +2,775 +2%
DLCIG
139
D.L. Carlson Investment Group
New Hampshire
$2.49M -$174K -9,822 -7%
SFWA
140
Summit Financial Wealth Advisors
Louisiana
$2.41M -$129K -7,287 -5%
ECML
141
Eagle Capital Management (Louisiana)
Louisiana
$2.29M -$58.4K -3,300 -2%
ACG
142
Allen Capital Group
Nebraska
$2.29M -$299K -16,914 -12%
BSB
143
Bangor Savings Bank
Maine
$2.27M -$99.7K -5,637 -4%
BCM
144
Breiter Capital Management
Florida
$2.21M +$651K +36,783 +42%
FIM
145
Frontier Investment Management
Texas
$2.18M +$340K +19,224 +19%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$2.15M -$127K -7,149 -6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$2.14M -$53.5K -3,027 -2%
JWS
148
Juncture Wealth Strategies
Arizona
$2.14M -$96.3K -5,442 -4%
FC
149
Financial Consulate
Maryland
$2.09M -$2.65K -150 -0.1%
TF
150
Trek Financial
Arizona
$2.07M +$2.07M +117,240 New
4 5
6
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