SCHD icon

Schwab US Dividend Equity ETF

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
251
Winfield Associates
Ohio
$50K
HNB
252
Huntington National Bank
Ohio
$48K -$48K
FANJ
253
Financial Architects (New Jersey)
New Jersey
$46K +$17.5K +1,161 +61%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$45K -$45.6K -3,039 -50%
SFSIG
255
San Francisco Sentry Investment Group
California
$43K +$43K +2,838 New
IP
256
Intellectus Partners
California
$42K +$42K +2,769 New
RFA
257
Reilly Financial Advisors
California
$40K +$21.9K +1,446 +121%
VWA
258
V Wealth Advisors
Kansas
$35K +$35K +2,325 New
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$31K -$27K -1,815 -47%
AssetMark Inc
260
AssetMark Inc
California
$31K
CT
261
Clearstead Trust
Maine
$27K +$27K +1,800 New
RCA
262
Rowland Carmichael Advisors
Arizona
$23K
BRC
263
Bell Rock Capital
Delaware
$23K
ACM
264
Armbruster Capital Management
New York
$21K +$3.65K +240 +21%
Chevy Chase Trust
265
Chevy Chase Trust
Maryland
$21K +$16.3K +1,104 +350%
Simplex Trading
266
Simplex Trading
Illinois
$20K -$395 -27 -2%
FPFS
267
First Personal Financial Services
North Carolina
$17K
RBC
268
Roble Belko & Company
Pennsylvania
$16K -$1.53K -99 -9%
MSFP
269
Mark Sheptoff Financial Planning
Connecticut
$15K -$46 -3 -0.3%
ST
270
Sageworth Trust
Pennsylvania
$14K -$5.47K -366 -28%
SF
271
Synovus Financial
Georgia
$14K +$14K +948 New
WT
272
Whittier Trust
California
$13K
EK
273
Evensky & Katz
Florida
$10K -$3.93K -270 -28%
GI
274
Gradient Investments
Minnesota
$9K -$13.5K -900 -60%
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$9K