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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 %
KWM
201
Kingsview Wealth Management
Oregon
$1.21M -$122K -7,017 -9%
CWM
202
Chesapeake Wealth Management
Virginia
$1.2M -$46.5K -2,670 -4%
AIA
203
Armor Investment Advisors
North Carolina
$1.2M +$209K +12,009 +21%
BFPW
204
BOK Financial Private Wealth
Colorado
$1.19M -$277K -15,894 -19%
MIAN
205
Mariner Independent Advisor Network
Kansas
$1.17M -$34.2K -1,956 -3%
AI
206
Atria Investments
North Carolina
$1.16M +$626K +35,901 +118%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$1.13M -$111K -6,375 -9%
WFG
208
Wills Financial Group
Virginia
$1.12M +$13.9K +798 +1%
ML
209
McAdam LLC
Pennsylvania
$1.12M +$107K +6,153 +11%
SSWM
210
Sheets Smith Wealth Management
North Carolina
$1.12M -$7.68K -441 -0.7%
MAS
211
Madden Advisory Services
Florida
$1.12M -$46.8K -2,685 -4%
SWRP
212
Summit Wealth & Retirement Planning
California
$1.1M +$68.2K +3,912 +7%
CFA
213
Carroll Financial Associates
North Carolina
$1.08M +$197K +11,337 +22%
SLA
214
Silver Lake Advisory
Utah
$1.07M -$26.3K -1,512 -2%
HA
215
Hamel Associates
New Jersey
$1.06M -$1.01M -57,786 -49%
GIA
216
GHP Investment Advisors
Colorado
$1.05M -$470 -27 -0%
LCM
217
Liberty Capital Management
Michigan
$1.04M – – –
AWMG
218
Alliance Wealth Management Group
New Jersey
$1.04M -$4.91M -281,748 -82%
TCM
219
Towercrest Capital Management
Pennsylvania
$1.04M -$4.91M -281,748 -82%
PWP
220
Principle Wealth Partners
Connecticut
$1.04M +$649K +37,260 +168%
WA
221
WBH Advisory
Maryland
$1.03M +$158K +9,060 +18%
TRCT
222
Tower Research Capital (TRC)
New York
$1.01M -$1.06M -60,579 -51%
WWM
223
Western Wealth Management
Colorado
$1.01M +$60.6K +3,495 +6%
WCG
224
Weaver Consulting Group
California
$1M +$1M +57,081 New
BW
225
Bison Wealth
Georgia
$991K -$15.1K -864 -1%
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