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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 %
Citadel Advisors
151
Citadel Advisors
Florida
$1.99M +$1.99M +114,066 New
NCM
152
Northwest Capital Management
Oregon
$1.98M -$18.1K -1,041 -0.9%
PEA
153
Pacific Edge Advisors
California
$1.96M -$26.1K -1,500 -1%
NF
154
Nikulski Financial
Iowa
$1.92M +$47.6K +2,730 +3%
PWA
155
Providence Wealth Advisors
Illinois
$1.89M +$133K +7,560 +8%
MMA
156
Miracle Mile Advisors
California
$1.88M +$1.88M +107,829 New
JFA
157
JNBA Financial Advisors
Minnesota
$1.81M +$127K +7,296 +8%
FIM
158
Frontier Investment Management
Texas
$1.81M -$230K -13,212 -11%
AA
159
Apriem Advisors
California
$1.77M -$137K -7,860 -7%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$1.76M – – –
SLWS
161
Swaine & Leidel Wealth Services
Florida
$1.74M +$1.74M +99,546 New
ACM
162
Alpha Capital Management
Texas
$1.7M -$59K -3,387 -3%
HR
163
Hayden Royal
North Carolina
$1.7M +$1.7M +97,653 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.65M -$3.29M -188,643 -67%
JSL
165
JT Stratford LLC
Georgia
$1.63M +$1.03M +59,007 +171%
CA
166
CapWealth Advisors
Tennessee
$1.62M -$38.3K -2,196 -2%
RJA
167
Raymond James & Associates
Florida
$1.62M -$12.3K -705 -0.8%
GCA
168
Genesee Capital Advisors
New York
$1.61M +$2.67K +153 +0.2%
SFG
169
Sage Financial Group
Pennsylvania
$1.6M +$149K +8,532 +10%
BCM
170
Brasada Capital Management
Texas
$1.59M -$191K -10,980 -11%
AWM
171
AE Wealth Management
Kansas
$1.59M -$83.3K -4,779 -5%
Creative Planning
172
Creative Planning
Kansas
$1.59M -$162K -9,294 -9%
FWM
173
Frontier Wealth Management
Missouri
$1.56M -$639K -36,699 -29%
BP
174
Broadleaf Partners
Ohio
$1.52M +$19.1K +1,098 +1%
CA
175
Cambridge Advisors
Nebraska
$1.5M -$326K -18,720 -18%
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