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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.

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
JIP
1
JBJ Investment Partners
South Carolina
$75.5M
2
APP
2
Avantax Planning Partners
Iowa
$178M
3
AEPG
3
American Economic Planning Group
New Jersey
$39.2M
4
FFN
4
Focus Financial Network
Minnesota
$29.9M
5
UBS Group
5
UBS Group
Switzerland
$125M

Top Sellers

1
ACM
1
Argent Capital Management
Missouri
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$41.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$44.5M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$5.01M
5
AWM
5
Apollon Wealth Management
South Carolina
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$435M 8,311,420 +396,273 +5%
Wealthfront Advisers
2
Wealthfront Advisers
California
$311M 5,957,253 +72,890 +1%
APP
3
Avantax Planning Partners
Iowa
$178M 3,397,352 +1,137,088 +50%
UBS Group
4
UBS Group
Switzerland
$125M 2,398,548 +424,729 +22%
JIP
5
JBJ Investment Partners
South Carolina
$75.5M 1,444,233 +1,444,233 New
AAIM
6
Asset Advisors Investment Management
Georgia
$73M 1,396,229 -3,736 -0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$66.8M 1,278,204 +245,558 +24%
MIH
8
Madison Investment Holdings
Wisconsin
$50.4M 964,306 +159,677 +20%
LPL Financial
9
LPL Financial
California
$49.3M 943,806 +54,126 +6%
AllianceBernstein
10
AllianceBernstein
Tennessee
$44.5M 851,243 -175,974 -17%
Bank of America
11
Bank of America
North Carolina
$43.9M 840,355 -121,173 -13%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$41.3M 790,386 -241,820 -23%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$41.1M 785,457 +24,578 +3%
AEPG
14
American Economic Planning Group
New Jersey
$39.2M 749,858 +749,858 New
Ameriprise
15
Ameriprise
Minnesota
$36.6M 700,534 +147,197 +27%
Wells Fargo
16
Wells Fargo
California
$32.9M 629,182 +35,126 +6%
Morgan Stanley
17
Morgan Stanley
New York
$31.1M 594,513 +69,948 +13%
FFN
18
Focus Financial Network
Minnesota
$29.9M 571,677 +571,677 New
PRS
19
Pinkerton Retirement Specialists
Idaho
$29.3M 560,836 +18,373 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$28.9M 552,336 -22,488 -4%
Mariner
21
Mariner
Kansas
$27.6M 528,200 -3,474 -0.7%
HWA
22
HHM Wealth Advisors
Tennessee
$27.3M 522,788 +10,691 +2%
SWMG
23
Strategic Wealth Management Group
Maryland
$25.7M 491,102 +23,252 +5%
SAM
24
Summit Asset Management
Tennessee
$23.2M 442,899 +7,675 +2%
Goldman Sachs
25
Goldman Sachs
New York
$22.9M 438,618 +137,239 +46%
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