SCHD icon

Schwab US Dividend Equity ETF

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Shares
Change %
CDIA
226
Capital Directions Investment Advisors
Georgia
$89K +$491 +33 +0.6%
MA
227
MCF Advisors
Kentucky
$87K +$87K +5,826 New
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$76K
CPA
229
Clear Perspective Advisors
Illinois
$62K +$62K +4,140 New
BlackRock
230
BlackRock
New York
$61K -$1.7K -114 -3%
PB
231
Pinnacle Bancorp
Nebraska
$59K +$59K +3,975 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$58K +$35.9K +2,409 +162%
SSB
233
Sandy Spring Bank
Maryland
$55K
WEC
234
Winslow Evans & Crocker
Massachusetts
$53.5K +$4.46K +300 +9%
HDIM
235
Hanson & Doremus Investment Management
Vermont
$52K
BWA
236
Burt Wealth Advisors
Maryland
$49K -$1.56K -105 -3%
WA
237
Winfield Associates
Ohio
$49K
HNB
238
Huntington National Bank
Ohio
$48K -$56K
JCM
239
Jacobi Capital Management
Pennsylvania
$47K +$4.43K +300 +10%
BKA
240
Brick & Kyle Associates
Pennsylvania
$38K +$133 +9 +0.4%
AssetMark Inc
241
AssetMark Inc
California
$31K
FANJ
242
Financial Architects (New Jersey)
New Jersey
$28K
RCA
243
Rowland Carmichael Advisors
Arizona
$23K -$671 -45 -3%
BRC
244
Bell Rock Capital
Delaware
$23K
GI
245
Gradient Investments
Minnesota
$22K -$1.32K -90 -6%
Simplex Trading
246
Simplex Trading
Illinois
$20K +$15.7K +1,095 +365%
ST
247
Sageworth Trust
Pennsylvania
$19K +$19K +1,302 New
RFA
248
Reilly Financial Advisors
California
$18K +$2.25K +150 +14%
FPFS
249
First Personal Financial Services
North Carolina
$17K
RBC
250
Roble Belko & Company
Pennsylvania
$17K