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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 %
JSL
251
JT Stratford LLC
Georgia
$376K 7,339 +1,150 +19%
MCM
252
Mengis Capital Management
Oregon
$366K 7,156 -1,016 -12%
CC
253
Cognios Capital
Kansas
$365K 7,125 +559 +9%
HPWM
254
Highland Private Wealth Management
Washington
$355K 6,945 +6,945 New
NFG
255
Nadler Financial Group
Illinois
$354K 6,922 – –
IFWM
256
Institute for Wealth Management
Colorado
$352K 6,893 +6,893 New
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$351K 6,869 -42 -0.6%
RRWA
258
Rainey & Randall Wealth Advisors
Florida
$347K 6,788 +6,788 New
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$342K 6,687 +726 +12%
OC
260
Oarsman Capital
Wisconsin
$341K 6,661 -2,093 -24%
FIAS
261
FinTrust Investment Advisory Services
South Carolina
$331K 6,478 -401 -6%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$321K 6,267 +539 +9%
BFC
263
Bedel Financial Consulting
Indiana
$311K 6,082 +6,082 New
BW
264
Bison Wealth
Georgia
$310K 6,053 +6,053 New
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$307K 5,980 -376 -6%
AC
266
Alley Company
Illinois
$301K 5,878 -151 -3%
LAIC
267
Lederer & Associates Investment Counsel
California
$301K 5,882 +5,882 New
ACM
268
Advisors Capital Management
New Jersey
$300K 5,860 +5,860 New
CF
269
Centaurus Financial
California
$300K 5,865 +5,865 New
BRWA
270
B. Riley Wealth Advisors
Florida
$298K 5,815 +5,815 New
RRC
271
Relaxing Retirement Coach
Massachusetts
$298K 5,821 +5,821 New
CWM
272
Cedar Wealth Management
California
$297K 5,809 – –
IIC
273
Ironwood Investment Counsel
Arizona
$288K 5,639 -756 -12%
EWM
274
Empirical Wealth Management
Washington
$288K 5,628 +307 +6%
BAM
275
Belpointe Asset Management
Nevada
$285K 5,575 -300 -5%
9 10
11
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