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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 %
PPA
201
Parametric Portfolio Associates
Washington
$1.23M +$7.06K +399 +0.6%
WA
202
WBH Advisory
Maryland
$1.22M +$177K +9,987 +17%
CWS
203
Cypress Wealth Services
California
$1.22M -$127K -7,182 -9%
WFG
204
Wills Financial Group
Virginia
$1.21M +$72.5K +4,095 +6%
SWP
205
Stratos Wealth Partners
Ohio
$1.21M -$27.7K -1,566 -2%
BFPW
206
BOK Financial Private Wealth
Colorado
$1.19M -$25.7K -1,455 -2%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$1.19M +$51.1K +2,889 +5%
MIAN
208
Mariner Independent Advisor Network
Kansas
$1.19M -$3.35K -189 -0.3%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$1.14M -$5.73K -324 -0.5%
MA
210
MCF Advisors
Kentucky
$1.14M +$854K +48,282 +297%
SLA
211
Silver Lake Advisory
Utah
$1.13M +$42.1K +2,379 +4%
SWRP
212
Summit Wealth & Retirement Planning
California
$1.12M +$5.84K +330 +0.5%
HA
213
Harborview Advisors
Maine
$1.09M -$154K -8,709 -12%
RWM
214
RKL Wealth Management
Pennsylvania
$1.08M -$368K -20,796 -25%
PCG
215
Private Capital Group
Connecticut
$1.07M +$159K +9,690 +18%
LCM
216
Liberty Capital Management
Michigan
$1.06M – – –
H
217
HoyleCohen
California
$1.06M +$61.5K +3,474 +6%
AWMG
218
Alliance Wealth Management Group
New Jersey
$1.05M -$6.42K -363 -0.6%
TCM
219
Towercrest Capital Management
Pennsylvania
$1.05M -$6.42K -363 -0.6%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$1.05M +$92.9K +5,253 +10%
GCA
221
Genesee Capital Advisors
New York
$1.04M -$589K -33,297 -36%
Goldman Sachs
222
Goldman Sachs
New York
$1.02M -$22.3M -1,258,017 -96%
GIA
223
GHP Investment Advisors
Colorado
$1.02M -$41.9K -2,370 -4%
WCG
224
Weaver Consulting Group
California
$1.01M – – –
SMM
225
Stadion Money Management
Georgia
$1M +$1M +56,646 New
7 8
9
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