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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
$273M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$34.4M
3
CSIA
Charles Schwab Investment Advisory
California
$386M
4
WC
Westwind Capital
New Mexico
$8.1M
5
UBS Group
UBS Group
Switzerland
$53.6M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
$0
2
MIH
Madison Investment Holdings
Wisconsin
$29M
3
AI
Atria Investments
North Carolina
$375K
4
SMG
Spectrum Management Group
Indiana
$15.8M
5
MNG
Manning & Napier Group
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
226
Welch & Forbes
Massachusetts
$495K – – –
TIM
227
Total Investment Management
Arizona
$493K -$62K -3,795 -11%
FC
228
Fulcrum Capital
Washington
$486K +$4.91K +300 +1%
CBA
229
Coastal Bridge Advisors
Connecticut
$474K – – –
SP
230
SWS Partners
Ohio
$472K +$88.3K +5,535 +23%
GHA
231
GW Henssler & Associates
Georgia
$463K -$24.6K -1,503 -5%
NEGWA
232
New England Guild Wealth Advisors
Connecticut
$460K – – –
Wolverine Trading
233
Wolverine Trading
Illinois
$454K -$89.2K -5,454 -16%
CF
234
Centaurus Financial
California
$453K +$165K +10,104 +57%
S
235
SignatureFD
Georgia
$443K – – –
CAN
236
Cetera Advisor Networks
California
$439K +$51.8K +3,159 +13%
PL
237
Plancorp LLC
Missouri
$438K +$932 +57 +0.2%
OAM
238
Occidental Asset Management
California
$432K – – –
EWF
239
Epstein & White Financial
California
$431K +$11.5K +705 +3%
MAM
240
Marquette Asset Management
Minnesota
$426K +$426K +26,082 New
FM
241
Foster & Motley
Ohio
$420K +$38.2K +2,340 +10%
EVM
242
Eaton Vance Management
Massachusetts
$420K +$195K +11,937 +87%
GC
243
Gratus Capital
Georgia
$419K -$313K -19,173 -43%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$414K +$49 +3 +0%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$409K +$30.4K +1,857 +8%
CW
246
CreativeOne Wealth
Kansas
$402K +$402K +24,549 New
BCWM
247
Blue Chip Wealth Management
Florida
$398K +$398K +24,369 New
GFPC
248
Global Financial Private Capital
Florida
$385K -$11K -675 -3%
MFG
249
Merit Financial Group
Georgia
$383K +$11.6K +618 +3%
WA
250
WBH Advisory
Maryland
$383K +$16.9K +1,038 +5%
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