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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 %
CWM
251
Cedar Wealth Management
California
$432K +$49.2K +3,000 +13%
SB
252
Suntrust Banks
Georgia
$404K +$19.4K +1,179 +5%
SFG
253
SNS Financial Group
Minnesota
$401K +$125K +7,593 +45%
BCWM
254
Blue Chip Wealth Management
Florida
$400K – – –
WA
255
WBH Advisory
Maryland
$400K +$14.8K +900 +4%
BIM
256
Baldwin Investment Management
Pennsylvania
$392K +$392K +23,850 New
DT
257
Diversified Trust
Tennessee
$384K – – –
DSC
258
Duncker Streett & Co
Missouri
$380K +$8.93K +543 +2%
AI
259
Atria Investments
North Carolina
$378K +$690 +42 +0.2%
CAN
260
Cetera Advisor Networks
California
$377K -$64.8K -3,927 -15%
EWF
261
Epstein & White Financial
California
$373K -$60.7K -3,705 -14%
WC
262
Whitnell & Co
Illinois
$372K – – –
BAC
263
Boys Arnold & Co
North Carolina
$370K – – –
CGL
264
Clarius Group LLC
Washington
$365K +$365K +22,200 New
SAM
265
Sawgrass Asset Management
Florida
$361K -$3.45K -210 -0.9%
TPWA
266
TRUE Private Wealth Advisors
Oregon
$359K -$57.1K -3,477 -14%
BAM
267
Barrett Asset Management
New York
$350K – – –
SBH
268
Segall Bryant & Hamill
Illinois
$343K +$343K +20,868 New
CCP
269
Clarkston Capital Partners
Michigan
$342K -$26K -1,581 -7%
NFG
270
Nadler Financial Group
Illinois
$342K +$493 +30 +0.1%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$337K +$2.36K +144 +0.7%
MCM
272
Mengis Capital Management
Oregon
$335K -$9.84K -600 -3%
RRWA
273
Rainey & Randall Wealth Advisors
Florida
$335K – – –
SGCA
274
Steel Grove Capital Advisors
Tennessee
$334K +$94.4K +5,745 +39%
FMC
275
First Merchants Corp
Indiana
$329K +$168K +10,200 +104%
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