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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 %
MA
151
Mutual Advisors
Nebraska
$2.02M -$37.1K -2,097 -2%
NCM
152
Northwest Capital Management
Oregon
$2.01M +$1.59K +90 +0.1%
NF
153
Nikulski Financial
Iowa
$1.99M +$19.8K +1,107 +1%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$1.96M -$1.76M – –
PWA
155
Providence Wealth Advisors
Illinois
$1.95M +$26.3K +1,479 +1%
SSI
156
Scott & Selber Inc
Texas
$1.93M -$106K -6,015 -5%
SVWAG
157
Sound View Wealth Advisors Group
Georgia
$1.93M +$1.93M +108,858 New
MMA
158
Miracle Mile Advisors
California
$1.86M -$48.7K -2,751 -3%
Creative Planning
159
Creative Planning
Kansas
$1.82M +$213K +12,039 +13%
AWM
160
AE Wealth Management
Kansas
$1.82M +$210K +11,898 +13%
CA
161
Cambridge Advisors
Nebraska
$1.79M +$270K +15,279 +18%
SLWS
162
Swaine & Leidel Wealth Services
Florida
$1.78M +$22.6K +1,278 +1%
BIA
163
BHK Investment Advisors
Alabama
$1.77M +$311K +17,592 +21%
TYCC
164
Texas Yale Capital Corp
Florida
$1.75M -$1.14M -64,518 -39%
AA
165
Apriem Advisors
California
$1.7M -$95.6K -5,400 -5%
PEA
166
Pacific Edge Advisors
California
$1.69M -$304K -17,190 -15%
CPA
167
Clear Perspective Advisors
Illinois
$1.68M +$269K +15,219 +19%
ACM
168
Alpha Capital Management
Texas
$1.68M -$54.6K -3,087 -3%
FTS
169
Fifth Third Securities
Ohio
$1.66M +$1.66M +92,979 New
BP
170
Broadleaf Partners
Ohio
$1.65M +$105K +5,952 +7%
CA
171
CapWealth Advisors
Tennessee
$1.61M -$39.7K -2,244 -2%
RJA
172
Raymond James & Associates
Florida
$1.58M -$63.2K -3,573 -4%
SA
173
SRH Advisors
Kansas
$1.58M +$112K +6,360 +8%
HR
174
Hayden Royal
North Carolina
$1.57M -$159K -8,988 -9%
CCMD
175
Cypress Capital Management (Delaware)
Delaware
$1.57M +$1.07M +60,750 +218%
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7
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