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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

393 hedge funds and large institutions have $1.96B invested in Schwab US Dividend Equity ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 144 increasing their positions, 88 reducing their positions, and 18 closing their positions.

Holders
393
Holders Change
+91
Holders Change %
+30.13%
% of All Funds
8.93%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.84%
New
110
Increased
144
Reduced
88
Closed
18
Calls
$1.25M
Puts
$650K
Net Calls
+$599K
Net Calls Change
-$894K

Top Buyers

1
QI
1
QS Investors
New York
$42.7M
2
WMA
2
White Mountains Advisors
Connecticut
$29.9M
3
CSIA
3
Charles Schwab Investment Advisory
California
$387M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$27.5M
5
Mariner
5
Mariner
Kansas
$22M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$98.8M
2
TSS
2
Two Sigma Securities
New York
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
O
4
OppenheimerFunds
New York
$0
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$7.99M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSIG
226
San Francisco Sentry Investment Group
California
$489K 9,566 +6,445 +207%
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$480K 9,384 +9,384 New
DWM
228
Dynasty Wealth Management
Florida
$477K 9,315 +9,315 New
S
229
SignatureFD
Georgia
$462K 9,028 – –
HWM
230
Highwater Wealth Management
Colorado
$461K 9,002 -10,480 -54%
PL
231
Plancorp LLC
Missouri
$456K 8,909 +25 +0.3%
JFA
232
JNBA Financial Advisors
Minnesota
$452K 8,840 +1,041 +13%
EWF
233
Epstein & White Financial
California
$452K 8,583 +8,583 New
OAM
234
Occidental Asset Management
California
$451K 8,804 +4 +0%
SB
235
Simmons Bank
Arkansas
$448K 8,750 -180 -2%
WCM
236
Weik Capital Management
Pennsylvania
$444K 8,680 -3,310 -28%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$432K 8,450 +1 +0%
CP
238
Corbenic Partners
Pennsylvania
$426K 8,329 -580 -7%
GFPC
239
Global Financial Private Capital
Florida
$413K 8,069 +8,069 New
SP
240
SWS Partners
Ohio
$410K 8,019 +8,019 New
CAN
241
Cetera Advisor Networks
California
$402K 7,877 +346 +5%
FM
242
Foster & Motley
Ohio
$399K 7,788 +3,283 +73%
CHA
243
Carmichael Hill & Associates
Maryland
$397K 7,757 +7,757 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$395K 7,721 +142 +2%
WC
245
Whitnell & Co
Illinois
$386K 7,545 – –
MFG
246
Merit Financial Group
Georgia
$385K 6,624 +6,624 New
WA
247
WBH Advisory
Maryland
$382K 7,475 +120 +2%
BAM
248
Barrett Asset Management
New York
$379K 7,400 – –
SAM
249
Sawgrass Asset Management
Florida
$379K 7,400 +680 +10%
CCP
250
Clarkston Capital Partners
Michigan
$379K 7,416 +7,416 New
8 9
10
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