SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
151
Bangor Savings Bank
Maine
$2.36M +$17.2K +942 +0.7%
FIM
152
Frontier Investment Management
Texas
$2.31M +$65.3K +3,576 +3%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$2.29M +$93.9K +5,145 +4%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$2.28M +$70.5K +3,858 +3%
SWM
155
SeaCrest Wealth Management
New York
$2.25M +$644K +35,283 +40%
ACG
156
Allen Capital Group
Nebraska
$2.24M -$55.1K -3,102 -2%
CCMD
157
Cypress Capital Management (Delaware)
Delaware
$2.16M +$537K +29,400 +33%
MA
158
Mutual Advisors
Nebraska
$2.13M +$45.5K +2,490 +2%
FC
159
Financial Consulate
Maryland
$2.13M -$27.6K -1,512 -1%
SVWAG
160
Sound View Wealth Advisors Group
Georgia
$2.12M +$127K +6,954 +6%
NF
161
Nikulski Financial
Iowa
$2.08M +$66.3K +3,651 +3%
NCM
162
Northwest Capital Management
Oregon
$2.08M
PWA
163
Providence Wealth Advisors
Illinois
$2.02M +$25.5K +1,395 +1%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$2.01M +$1.21M +66,183 +150%
SSI
165
Scott & Selber Inc
Texas
$1.99M -$5.7K -312 -0.3%
MMA
166
Miracle Mile Advisors
California
$1.98M +$57K +3,120 +3%
PWP
167
Principle Wealth Partners
Connecticut
$1.96M +$519K +28,413 +36%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$1.93M -$1.96M
CA
169
Cambridge Advisors
Nebraska
$1.92M +$71.2K +3,897 +4%
TYCC
170
Texas Yale Capital Corp
Florida
$1.86M +$46.9K +2,568 +3%
BIA
171
BHK Investment Advisors
Alabama
$1.84M +$5.53K +303 +0.3%
SLWS
172
Swaine & Leidel Wealth Services
Florida
$1.81M -$27.4K -1,500 -1%
BP
173
Broadleaf Partners
Ohio
$1.78M +$73.6K +4,032 +4%
Creative Planning
174
Creative Planning
Kansas
$1.77M -$113K -6,165 -6%
AA
175
Apriem Advisors
California
$1.75M