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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

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

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$528M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$79.7M
3
JWM
3
Janiczek Wealth Management
Colorado
$12.1M
4
LPL Financial
4
LPL Financial
California
$68.7M
5
HCM
5
Hengehold Capital Management
Ohio
$20.1M

Top Sellers

1
FSA
1
Financial Sense Advisors
California
$2.64M
2
MIH
2
Madison Investment Holdings
Wisconsin
$25.1M
3
EVC
3
Eidelman Virant Capital
Missouri
$1.48M
4
MNG
4
Manning & Napier Group
New York
$7.83M
5
Brown Advisory
5
Brown Advisory
Maryland
$4.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
176
Pacific Edge Advisors
California
$1.74M -$2.74K -150 -0.2%
CA
177
Cetera Advisors
Colorado
$1.73M +$329K +18,162 +24%
ML
178
McAdam LLC
Pennsylvania
$1.72M +$410K +22,470 +31%
SA
179
SRH Advisors
Kansas
$1.72M +$90.4K +4,950 +6%
SFS
180
Sowell Financial Services
Arkansas
$1.69M +$1.69M +92,721 New
RJA
181
Raymond James & Associates
Florida
$1.69M +$63.8K +3,492 +4%
ACM
182
Alpha Capital Management
Texas
$1.69M -$42K -2,301 -2%
CIA
183
Capital Investment Advisors
Georgia
$1.66M +$135K +7,398 +9%
NGA
184
Naples Global Advisors
Florida
$1.61M +$65.1K +3,567 +4%
CA
185
CapWealth Advisors
Tennessee
$1.59M -$70.2K -3,843 -4%
AWM
186
AE Wealth Management
Kansas
$1.56M -$320K -17,514 -17%
SFG
187
Sage Financial Group
Pennsylvania
$1.56M -$22.7K -1,245 -1%
ADL
188
Asset Dedication LLC
California
$1.54M +$6.41K +351 +0.4%
TFS
189
TrustCore Financial Services
Tennessee
$1.52M +$67.7K +3,708 +5%
APSP
190
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.51M +$11.8K +648 +0.8%
EVC
191
Eidelman Virant Capital
Missouri
$1.48M -$7.38M -404,334 -83%
HPWM
192
Highland Private Wealth Management
Washington
$1.48M +$548 +30 +0%
PWSG
193
Pacific Wealth Strategies Group
California
$1.47M +$9.15K +501 +0.6%
CBFP
194
Cedar Brook Financial Partners
Ohio
$1.45M +$542K +29,715 +60%
OWM
195
Opes Wealth Management
California
$1.44M +$57.8K +3,168 +4%
CWP
196
Capital Wealth Planning
Florida
$1.43M +$124K +6,750 +9%
BCM
197
Barometer Capital Management
Ontario, Canada
$1.42M +$1.42M +78,000 New
AIP
198
Almanack Investment Partners
Pennsylvania
$1.42M +$593K +32,487 +72%
WA
199
WBH Advisory
Maryland
$1.41M +$146K +7,971 +12%
HR
200
Hayden Royal
North Carolina
$1.41M -$218K -11,910 -13%
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