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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

415 hedge funds and large institutions have $1.98B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+8
Holders Change %
+1.97%
% of All Funds
9.51%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.64%
New
41
Increased
161
Reduced
130
Closed
31
Calls
$2.22M
Puts
$846K
Net Calls
+$1.38M
Net Calls Change
+$423K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$102M
2
AllianceBernstein
AllianceBernstein
Tennessee
$43.3M
3
MIH
Madison Investment Holdings
Wisconsin
$38.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.1M
5
CSIA
Charles Schwab Investment Advisory
California
$397M

Top Sellers

1
QI
QS Investors
New York
$13.5M
2
W
Wealthfront
California
$252M
3
SMG
Spectrum Management Group
Indiana
$5.29M
4
RJA
Raymond James & Associates
Florida
$2.28M
5
WC
Westwind Capital
New Mexico
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
226
Gradient Capital Advisors
California
$542K -$13.3K -813 -2%
TL
227
TrueWealth LLC
Georgia
$538K – – –
YWP
228
YorkBridge Wealth Partners
New York
$530K +$49 +3 +0%
MCP
229
Martin Capital Partners
Oregon
$529K +$5.57K +339 +1%
MAM
230
Marquette Asset Management
Minnesota
$522K +$93.8K +5,715 +22%
CHA
231
Carmichael Hill & Associates
Maryland
$505K +$4.39K +267 +0.9%
JSL
232
JT Stratford LLC
Georgia
$487K -$23.6K -1,434 -5%
TFA
233
Toth Financial Advisory
Virginia
$482K -$72K -4,380 -13%
GHA
234
GW Henssler & Associates
Georgia
$482K +$16.2K +984 +3%
CBA
235
Coastal Bridge Advisors
Connecticut
$476K – – –
Renaissance Technologies
236
Renaissance Technologies
New York
$468K +$158K +9,600 +51%
BC
237
Bartlett & Co
Ohio
$466K -$44.4K -2,697 -9%
MMHP
238
Murphy Middleton Hinkle & Parker
Georgia
$466K -$34.4K -2,094 -7%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$466K -$44.3K -2,697 -9%
NEGWA
240
New England Guild Wealth Advisors
Connecticut
$463K – – –
Millennium Management
241
Millennium Management
New York
$463K +$463K +28,191 New
Wolverine Trading
242
Wolverine Trading
Illinois
$454K – – –
SA
243
Strategic Advisors
New York
$450K -$160K -9,732 -26%
S
244
SignatureFD
Georgia
$445K – – –
IC
245
Intersect Capital
California
$445K +$445K +27,081 New
MFG
246
Merit Financial Group
Georgia
$443K +$64.4K +3,486 +17%
PL
247
Plancorp LLC
Missouri
$440K – – –
FC
248
Fulcrum Capital
Washington
$438K -$50.6K -3,075 -10%
FM
249
Foster & Motley
Ohio
$435K +$12.4K +753 +3%
OAM
250
Occidental Asset Management
California
$434K – – –
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