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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
+$49.8M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$17.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$16.1M
4
WC
Westwind Capital
New Mexico
+$8.09M
5
UBS Group
UBS Group
Switzerland
+$7.59M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
-$29.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$9M
3
AI
Atria Investments
North Carolina
-$7.3M
4
SMG
Spectrum Management Group
Indiana
-$6.52M
5
MNG
Manning & Napier Group
New York
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
251
Suntrust Banks
Georgia
$382K -$122K -7,485 -24%
DT
252
Diversified Trust
Tennessee
$382K +$382K +23,364 New
CWM
253
Cedar Wealth Management
California
$381K +$96.3K +5,895 +34%
AI
254
Atria Investments
North Carolina
$375K -$7.3M -447,123 -95%
WC
255
Whitnell & Co
Illinois
$370K – – –
DSC
256
Duncker Streett & Co
Missouri
$369K +$148K +9,069 +67%
CCP
257
Clarkston Capital Partners
Michigan
$366K +$2.45K +150 +0.7%
BAC
258
Boys Arnold & Co
North Carolina
$365K +$365K +22,506 New
SAM
259
Sawgrass Asset Management
Florida
$363K – – –
BAM
260
Barrett Asset Management
New York
$348K -$14.7K -900 -4%
MCM
261
Mengis Capital Management
Oregon
$343K -$7.24K -444 -2%
NFG
262
Nadler Financial Group
Illinois
$339K – – –
FA
263
FDx Advisors
Illinois
$336K +$336K +20,556 New
RRWA
264
Rainey & Randall Wealth Advisors
Florida
$334K +$883 +54 +0.3%
SBIA
265
Sheaff Brock Investment Advisors
Indiana
$333K +$26K +1,593 +8%
BG
266
Bahl & Gaynor
Ohio
$329K +$119K +7,275 +57%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$314K -$14.2K -867 -4%
CC
268
Cognios Capital
Kansas
$312K -$37K -2,268 -11%
Renaissance Technologies
269
Renaissance Technologies
New York
$309K +$309K +18,900 New
RPGK
270
Retirement Planning Group (Kansas)
Kansas
$307K -$30.3K -1,851 -9%
BFC
271
Bedel Financial Consulting
Indiana
$298K -$491 -30 -0.2%
RBCM
272
Raub Brock Capital Management
California
$294K -$1.94M -118,380 -87%
BW
273
Bison Wealth
Georgia
$294K -$2.89K -177 -1%
AC
274
Alley Company
Illinois
$293K +$4.47K +273 +2%
SPC
275
Sigma Planning Corp
Michigan
$293K +$293K +17,919 New
9 10
11
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