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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.

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
CA
4
Capital Advantage
California
$11.6M
5
LPL Financial
5
LPL Financial
California
$68.7M

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
Brown Advisory
4
Brown Advisory
Maryland
$4.33M
5
Citigroup
5
Citigroup
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$528M 9,632,922 +808,538 +9%
Wealthfront Advisers
2
Wealthfront Advisers
California
$333M 6,074,590 +24,071 +0.4%
APP
3
Avantax Planning Partners
Iowa
$201M 3,662,370 +61,209 +2%
UBS Group
4
UBS Group
Switzerland
$144M 2,627,716 +64,051 +2%
JIP
5
JBJ Investment Partners
South Carolina
$93.2M 1,700,676 +90,855 +6%
AAIM
6
Asset Advisors Investment Management
Georgia
$84.8M 1,547,957 +146,961 +10%
AllianceBernstein
7
AllianceBernstein
Tennessee
$79.7M 1,455,620 +612,494 +73%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$72.6M 1,325,908 -36,721 -3%
LPL Financial
9
LPL Financial
California
$68.7M 1,254,433 +186,984 +18%
Bank of America
10
Bank of America
North Carolina
$49.9M 911,356 +123,129 +16%
Ameriprise
11
Ameriprise
Minnesota
$45.6M 832,591 +47,881 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$44M 803,737 -9,623 -1%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$41.5M 757,415 +18,942 +3%
AEPG
14
American Economic Planning Group
New Jersey
$41M 753,240 -13,444 -2%
Morgan Stanley
15
Morgan Stanley
New York
$36.6M 667,960 +49,440 +8%
Wells Fargo
16
Wells Fargo
California
$36.4M 664,540 +4,252 +0.6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$34.6M 632,065 +73,786 +13%
HWA
18
HHM Wealth Advisors
Tennessee
$34.5M 629,481 +52,576 +9%
FFN
19
Focus Financial Network
Minnesota
$33.5M 611,985 +27,852 +5%
SWMG
20
Strategic Wealth Management Group
Maryland
$32.2M 587,043 +62,561 +12%
Mariner
21
Mariner
Kansas
$31.8M 580,216 +39,028 +7%
PRS
22
Pinkerton Retirement Specialists
Idaho
$30.2M 552,095 -3,441 -0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28.7M 523,059 +93,635 +22%
DADC
24
D.A. Davidson & Co
Montana
$25.4M 462,963 +41,055 +10%
KeyBank National Association
25
KeyBank National Association
Ohio
$25.3M 461,722 +33,008 +8%
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