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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 %
AF
276
Alerus Financial
North Dakota
$281K 5,498 – –
CRC
277
Curi RMB Capital
Illinois
$277K 5,412 -26 -0.5%
SWMG
278
Sanchez Wealth Management Group
Florida
$272K 5,206 +5,206 New
CAMG
279
CWA Asset Management Group
Florida
$269K 5,264 +31 +0.6%
Stifel Financial
280
Stifel Financial
Missouri
$267K 5,229 +5,229 New
SG Americas Securities
281
SG Americas Securities
New York
$256K 5,000 +5,000 New
US Bancorp
282
US Bancorp
Minnesota
$249K 4,864 +1,269 +35%
WWM
283
Windsor Wealth Management
Indiana
$248K 4,839 +4,839 New
AF
284
Allworth Financial
California
$245K 4,788 +1,210 +34%
CWM
285
Cornerstone Wealth Management
Missouri
$240K 4,647 -261 -5%
CWM
286
Confluence Wealth Management
Oregon
$239K 4,674 +32 +0.7%
EVM
287
Eaton Vance Management
Massachusetts
$234K 4,573 +4,573 New
SWA
288
Sutton Wealth Advisors
Florida
$232K 4,540 – –
AWM
289
Altium Wealth Management
New York
$231K 4,520 +4,520 New
DSC
290
Duncker Streett & Co
Missouri
$230K 4,501 +9 +0.2%
HIC
291
Holderness Investments Company
North Carolina
$230K 4,492 +4,492 New
SCA
292
Stokes Capital Advisors
South Carolina
$229K 4,473 +4,473 New
FRA
293
Front Row Advisors
California
$226K 4,416 +4,416 New
Millennium Management
294
Millennium Management
New York
$224K 4,375 -37,953 -90%
GGI
295
Godsey & Gibb Inc
Virginia
$223K 4,364 +82 +2%
BG
296
Bahl & Gaynor
Ohio
$219K 4,275 +4,275 New
SIC
297
Sigma Investment Counselors
Michigan
$217K 4,237 +4,237 New
LCM
298
Leisure Capital Management
California
$214K 4,183 -305 -7%
CHJWM
299
Carlton Hofferkamp & Jenks Wealth Management
Texas
$214K 4,185 -300 -7%
CCA
300
Cobblestone Capital Advisors
New York
$213K 4,170 +4,170 New
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