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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
+$59.4M
2
AEPG
American Economic Planning Group
New Jersey
+$39.2M
3
UBS Group
UBS Group
Switzerland
+$22.2M
4
CSIA
Charles Schwab Investment Advisory
California
+$20.7M
5
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
+$14.1M

Top Sellers

1
ACM
Argent Capital Management
Missouri
-$14.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$9.2M
4
SHJ
Sharkey, Howes & Javer
Colorado
-$6.59M
5
AWM
Apollon Wealth Management
South Carolina
-$6.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Capital Investment Advisors
Georgia
$1.5M +$2.51K +144 +0.2%
PP
177
Palladium Partners
Virginia
$1.47M +$1.47M +84,426 New
EVC
178
Eidelman Virant Capital
Missouri
$1.47M -$64.7K -3,711 -4%
ADL
179
Asset Dedication LLC
California
$1.45M +$8.72K +501 +0.6%
SA
180
SRH Advisors
Kansas
$1.44M +$36.3K +2,085 +3%
BIA
181
BHK Investment Advisors
Alabama
$1.44M +$1.44M +82,605 New
BCM
182
Breiter Capital Management
Florida
$1.44M +$584K +35,721 +68%
OWM
183
Opes Wealth Management
California
$1.44M +$1.44M +82,587 New
KIC
184
Keating Investment Counselors
Florida
$1.43M -$76.3K -4,380 -5%
RWM
185
RKL Wealth Management
Pennsylvania
$1.43M -$43.6K -2,499 -3%
NGA
186
Naples Global Advisors
Florida
$1.41M +$152K +8,709 +12%
HPWM
187
Highland Private Wealth Management
Washington
$1.41M +$30.3K +1,740 +2%
HWMG
188
Hurlow Wealth Management Group
Indiana
$1.4M -$22.9K -1,272 -2%
CPA
189
Clear Perspective Advisors
Illinois
$1.39M +$164K +9,408 +13%
PWSG
190
Pacific Wealth Strategies Group
California
$1.39M +$183K +10,521 +15%
SBA
191
Secrest Blakey & Associates
North Carolina
$1.38M -$175K -10,065 -11%
SWM
192
SeaCrest Wealth Management
New York
$1.37M +$147K +8,454 +12%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$87K -4,992 -6%
CA
194
Cetera Advisors
Colorado
$1.35M +$6.3K +363 +0.5%
CWS
195
Cypress Wealth Services
California
$1.32M -$529K -30,360 -29%
Luther King Capital Management (LKCM)
196
Luther King Capital Management (LKCM)
Texas
$1.26M -$1.18M – –
LDFR
197
Lehman & Derafelo Financial Resources
Pennsylvania
$1.25M – – –
HA
198
Harborview Advisors
Maine
$1.23M +$119K +6,801 +11%
SWP
199
Stratos Wealth Partners
Ohio
$1.22M -$10.1K -582 -0.8%
PPA
200
Parametric Portfolio Associates
Washington
$1.21M – – –
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