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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

430 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.6%
New
39
Increased
181
Reduced
130
Closed
19
Calls
$1.5M
Puts
$276K
Net Calls
+$1.22M
Net Calls Change
-$151K

Top Buyers

1
PRS
Pinkerton Retirement Specialists
Idaho
$27.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.7M
3
Ameriprise
Ameriprise
Minnesota
$49.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$51M
5
Jane Street
Jane Street
New York
$10.9M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M
2
W
Wealthfront
California
$264M
3
PAI
Pittenger & Anderson Inc
Nebraska
$8.83M
4
UBS AM
UBS AM
Illinois
$31.7K
5
MNG
Manning & Napier Group
New York
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
251
Clarius Group LLC
Washington
$462K +$69.4K +3,924 +18%
TFS
252
TrustCore Financial Services
Tennessee
$446K +$215K +12,180 +93%
ACM
253
AlphaStar Capital Management
North Carolina
$444K -$701K -39,660 -61%
Millennium Management
254
Millennium Management
New York
$436K -$61.7K -3,495 -12%
SFG
255
SNS Financial Group
Minnesota
$433K +$1.33K +75 +0.3%
BCWM
256
Blue Chip Wealth Management
Florida
$432K +$1.7K +96 +0.4%
WC
257
Whitnell & Co
Illinois
$425K +$25.1K +1,419 +6%
FA
258
FDx Advisors
Illinois
$425K +$425K +24,042 New
TFA
259
Toth Financial Advisory
Virginia
$423K -$95K -5,382 -18%
BIM
260
Baldwin Investment Management
Pennsylvania
$421K – – –
HFS
261
HL Financial Services
Kentucky
$421K +$421K +23,805 New
TPWA
262
TRUE Private Wealth Advisors
Oregon
$411K +$24.9K +1,410 +6%
SPC
263
Sigma Planning Corp
Michigan
$411K +$173K +9,765 +72%
SB
264
Suntrust Banks
Georgia
$410K -$23.7K -1,344 -5%
EWF
265
Epstein & White Financial
California
$402K -$318 -18 -0.1%
AI
266
Atria Investments
North Carolina
$400K -$6.36K -360 -2%
BAC
267
Boys Arnold & Co
North Carolina
$399K – – –
BAM
268
Barrett Asset Management
New York
$392K +$15.9K +900 +4%
SP
269
Successful Portfolios
Florida
$392K +$392K +22,182 New
SAM
270
Sawgrass Asset Management
Florida
$390K +$1.06K +60 +0.3%
CCP
271
Clarkston Capital Partners
Michigan
$370K +$2.49K +141 +0.7%
SBH
272
Segall Bryant & Hamill
Illinois
$369K – – –
NFG
273
Nadler Financial Group
Illinois
$367K – – –
SGCA
274
Steel Grove Capital Advisors
Tennessee
$367K +$8.26K +468 +2%
Renaissance Technologies
275
Renaissance Technologies
New York
$366K -$138K -7,800 -27%
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