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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$3.13M -$255K -13,971 -8%
RC
127
RegentAtlantic Capital
New Jersey
$3.11M +$3.11M +170,178 New
SPC
128
Sigma Planning Corp
Michigan
$3.05M +$247K +13,506 +9%
RC
129
Roundview Capital
New Jersey
$3.04M -$3.34K -183 -0.1%
FAIM
130
Financial Advocates Investment Management
Washington
$3.02M -$45.9K -2,514 -1%
MCM
131
Maxim Capital Management
California
$2.98M +$202K +11,061 +7%
SWM
132
Stockman Wealth Management
Montana
$2.97M +$111K +6,060 +4%
FA
133
Fagan Associates
New York
$2.92M -$19.3K -1,059 -0.7%
KM
134
Kalos Management
Georgia
$2.92M +$13.9K +738 +0.5%
ODCM
135
Old Dominion Capital Management
Virginia
$2.92M +$247K +13,500 +9%
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$2.91M -$144K -7,872 -5%
PAMG
137
Patton Albertson Miller Group
Tennessee
$2.91M +$129K +7,080 +5%
Goldman Sachs
138
Goldman Sachs
New York
$2.87M +$1.81M +99,072 +171%
OPA
139
Old Port Advisors
Maine
$2.81M +$19.5K +1,083 +0.7%
SIA
140
Starfire Investment Advisers
Michigan
$2.78M +$204K +11,181 +8%
JSL
141
JT Stratford LLC
Georgia
$2.76M +$74.5K +4,083 +3%
BFG
142
Bouchey Financial Group
New York
$2.73M +$50.3K +2,754 +2%
DLCIG
143
D.L. Carlson Investment Group
New Hampshire
$2.69M +$118K +6,486 +5%
FSA
144
Financial Sense Advisors
California
$2.64M -$13.8M -757,314 -84%
AFP
145
Ausdal Financial Partners
Iowa
$2.57M -$1.61M -87,957 -38%
CPA
146
Clear Perspective Advisors
Illinois
$2.48M +$737K +40,374 +42%
SFWA
147
Summit Financial Wealth Advisors
Louisiana
$2.47M – – –
JWS
148
Juncture Wealth Strategies
Arizona
$2.43M +$229K +12,540 +10%
SBL
149
Sargent Bickham Lagudis
Colorado
$2.43M -$939K -51,405 -28%
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$2.39M +$19.7K +1,080 +0.8%
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