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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.

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
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$468M 8,824,384 +512,964 +6%
Wealthfront Advisers
2
Wealthfront Advisers
California
$321M 6,050,519 +93,266 +2%
APP
3
Avantax Planning Partners
Iowa
$193M 3,601,161 +203,809 +6%
UBS Group
4
UBS Group
Switzerland
$136M 2,563,665 +165,117 +7%
JIP
5
JBJ Investment Partners
South Carolina
$85.4M 1,609,821 +165,588 +11%
AAIM
6
Asset Advisors Investment Management
Georgia
$74.4M 1,400,996 +4,767 +0.3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$72.3M 1,362,629 +84,425 +7%
LPL Financial
8
LPL Financial
California
$56.7M 1,067,449 +123,643 +13%
AllianceBernstein
9
AllianceBernstein
Tennessee
$44.7M 843,126 -8,117 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$43.2M 813,360 +22,974 +3%
Bank of America
11
Bank of America
North Carolina
$41.8M 788,227 -52,128 -6%
Ameriprise
12
Ameriprise
Minnesota
$41.7M 784,710 +84,176 +12%
AEPG
13
American Economic Planning Group
New Jersey
$40.7M 766,684 +16,826 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$39.2M 738,473 -46,984 -6%
MIH
15
Madison Investment Holdings
Wisconsin
$37.3M 702,359 -261,947 -27%
Wells Fargo
16
Wells Fargo
California
$35M 660,288 +31,106 +5%
Morgan Stanley
17
Morgan Stanley
New York
$32.8M 618,520 +24,007 +4%
FFN
18
Focus Financial Network
Minnesota
$31.2M 584,133 +12,456 +2%
HWA
19
HHM Wealth Advisors
Tennessee
$30.6M 576,905 +54,117 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$29.6M 558,279 +5,943 +1%
PRS
21
Pinkerton Retirement Specialists
Idaho
$29.5M 555,536 -5,300 -0.9%
Mariner
22
Mariner
Kansas
$28.7M 541,188 +12,988 +2%
SWMG
23
Strategic Wealth Management Group
Maryland
$27.8M 524,482 +33,380 +7%
SAM
24
Summit Asset Management
Tennessee
$23.8M 449,232 +6,333 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$22.8M 429,424 +17,263 +4%
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