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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 %
JIC
276
Johnson Investment Counsel
Ohio
$328K +$97.6K +5,952 +42%
HPWM
277
Highland Private Wealth Management
Washington
$328K +$328K +19,953 New
AC
278
Alley Company
Illinois
$304K +$9.52K +579 +3%
RBCM
279
Raub Brock Capital Management
California
$301K +$5.57K +339 +2%
BFC
280
Bedel Financial Consulting
Indiana
$299K – – –
GLA
281
Good Life Advisors
Pennsylvania
$298K +$298K +18,159 New
LAIC
282
Lederer & Associates Investment Counsel
California
$297K +$9.85K +600 +3%
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$289K -$19.3K -1,173 -6%
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$288K -$27.2K -1,656 -9%
Stifel Financial
285
Stifel Financial
Missouri
$287K -$5.22K -315 -2%
CRC
286
Curi RMB Capital
Illinois
$285K +$22.5K +1,371 +9%
PP
287
Patten & Patten
Tennessee
$284K +$284K +17,298 New
SCA
288
Stokes Capital Advisors
South Carolina
$283K +$43.2K +2,628 +18%
AF
289
Alerus Financial
North Dakota
$271K – – –
HIC
290
Holderness Investments Company
North Carolina
$269K +$9.88K +600 +4%
WP
291
WMS Partners
Maryland
$267K +$40.6K +2,475 +18%
WSTAM
292
Wilbanks Smith & Thomas Asset Management
Virginia
$267K +$42.4K +2,574 +19%
CCA
293
Cobblestone Capital Advisors
New York
$267K +$58.2K +3,540 +28%
Goldman Sachs
294
Goldman Sachs
New York
$267K +$267K +16,248 New
IIC
295
Ironwood Investment Counsel
Arizona
$263K – – –
CAMG
296
CWA Asset Management Group
Florida
$261K – – –
SWMG
297
Sanchez Wealth Management Group
Florida
$260K +$2.12K +129 +0.8%
US Bancorp
298
US Bancorp
Minnesota
$254K +$14.8K +900 +6%
CC
299
Cognios Capital
Kansas
$248K -$65.9K -4,011 -21%
CBNLCF
300
Cognios Beta Neutral Large Cap Fund
Kansas
$248K +$248K +15,096 New
10 11
12
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