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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 %
BCM
176
Brasada Capital Management
Texas
$1.56M -$80.7K -4,491 -5%
SWM
177
SeaCrest Wealth Management
New York
$1.56M +$166K +9,369 +12%
SFG
178
Sage Financial Group
Pennsylvania
$1.53M -$95.4K -5,397 -6%
NGA
179
Naples Global Advisors
Florida
$1.5M +$61.8K +3,495 +4%
ADL
180
Asset Dedication LLC
California
$1.48M +$8.49K +480 +0.6%
CIA
181
Capital Investment Advisors
Georgia
$1.47M -$45.7K -2,583 -3%
HWMG
182
Hurlow Wealth Management Group
Indiana
$1.45M +$46.8K +2,598 +3%
APSP
183
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.45M +$504K +28,500 +53%
HPWM
184
Highland Private Wealth Management
Washington
$1.43M – – –
SBA
185
Secrest Blakey & Associates
North Carolina
$1.41M +$6.95K +390 +0.5%
PWSG
186
Pacific Wealth Strategies Group
California
$1.41M – – –
KIC
187
Keating Investment Counselors
Florida
$1.41M -$45.6K -2,580 -3%
TFS
188
TrustCore Financial Services
Tennessee
$1.4M +$478K +26,997 +52%
PWP
189
Principle Wealth Partners
Connecticut
$1.4M +$349K +19,728 +33%
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M – – –
CA
191
Cetera Advisors
Colorado
$1.37M -$10.6K -600 -0.8%
OWM
192
Opes Wealth Management
California
$1.34M -$119K -6,723 -8%
LDFR
193
Lehman & Derafelo Financial Resources
Pennsylvania
$1.29M – – –
AI
194
Atria Investments
North Carolina
$1.28M +$133K +7,725 +12%
Luther King Capital Management (LKCM)
195
Luther King Capital Management (LKCM)
Texas
$1.28M -$1.26M – –
ML
196
McAdam LLC
Pennsylvania
$1.27M +$130K +7,326 +11%
CWP
197
Capital Wealth Planning
Florida
$1.26M +$1.26M +71,316 New
AIA
198
Armor Investment Advisors
North Carolina
$1.26M +$38.7K +2,190 +3%
CWM
199
Chesapeake Wealth Management
Virginia
$1.24M +$20.2K +1,143 +2%
CFA
200
Carroll Financial Associates
North Carolina
$1.24M +$140K +7,932 +13%
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