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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 %
KIC
201
Keating Investment Counselors
Florida
$1.4M -$50.7K -2,775 -3%
SBA
202
Secrest Blakey & Associates
North Carolina
$1.37M -$76.1K -4,167 -5%
HWMG
203
Hurlow Wealth Management Group
Indiana
$1.37M -$93.2K -5,145 -6%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.35M -$75.8K -4,152 -5%
SWP
205
Stratos Wealth Partners
Ohio
$1.35M +$104K +5,721 +8%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$1.34M -$1.28M – –
AIA
207
Armor Investment Advisors
North Carolina
$1.34M +$36.3K +1,989 +3%
AI
208
Atria Investments
North Carolina
$1.32M -$27.7K -1,515 -2%
CWS
209
Cypress Wealth Services
California
$1.32M +$65.5K +3,585 +5%
LDFR
210
Lehman & Derafelo Financial Resources
Pennsylvania
$1.31M -$2.08K -114 -0.2%
CFA
211
Carroll Financial Associates
North Carolina
$1.3M +$15.4K +843 +1%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$1.29M +$69.4K +3,801 +6%
PPA
213
Parametric Portfolio Associates
Washington
$1.27M -$3.23K -177 -0.3%
WFG
214
Wills Financial Group
Virginia
$1.26M +$11.7K +642 +0.9%
MCP
215
Mirador Capital Partners
California
$1.26M +$1.26M +68,997 New
FHA
216
Flagship Harbor Advisors
Massachusetts
$1.26M +$284K +15,558 +29%
PA
217
Pinnacle Associates
New York
$1.25M +$245K +13,434 +24%
MIAN
218
Mariner Independent Advisor Network
Kansas
$1.24M +$31.1K +1,713 +3%
CWM
219
Chesapeake Wealth Management
Virginia
$1.23M -$54.3K -2,976 -4%
MA
220
MCF Advisors
Kentucky
$1.23M +$48.1K +2,634 +4%
BFPW
221
BOK Financial Private Wealth
Colorado
$1.23M – – –
Bank of New York Mellon
222
Bank of New York Mellon
New York
$1.21M +$28.3K +1,548 +2%
WWM
223
Western Wealth Management
Colorado
$1.18M +$180K +9,894 +18%
BCM
224
Brasada Capital Management
Texas
$1.17M -$419K -22,935 -26%
LWAC
225
Laurel Wealth Advisors (California)
California
$1.17M +$284K +15,561 +32%
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