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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 %
SBIA
276
Sheaff Brock Investment Advisors
Indiana
$365K +$2.12K +120 +0.6%
RRWA
277
Rainey & Randall Wealth Advisors
Florida
$361K – – –
AC
278
Alley Company
Illinois
$357K +$30.5K +1,725 +9%
BAM
279
Belpointe Asset Management
Nevada
$354K +$134K +7,596 +61%
HPWM
280
Highland Private Wealth Management
Washington
$352K – – –
BCMO
281
Buckingham Capital Management (Ohio)
Ohio
$350K -$244K -13,848 -41%
JIC
282
Johnson Investment Counsel
Ohio
$350K -$2.75K -156 -0.8%
RCG
283
Ruggie Capital Group
Florida
$348K +$136K +7,692 +64%
ASN
284
Advisory Services Network
Georgia
$347K -$217K -12,309 -39%
FI
285
FormulaFolio Investments
Michigan
$347K +$347K +19,665 New
MCM
286
Mengis Capital Management
Oregon
$346K -$14.5K -819 -4%
GLA
287
Good Life Advisors
Pennsylvania
$346K +$23.6K +1,332 +7%
ST
288
Smithfield Trust
Pennsylvania
$333K +$333K +18,822 New
RBCM
289
Raub Brock Capital Management
California
$327K +$3.5K +198 +1%
RM
290
Resource Management
Louisiana
$324K +$324K +18,348 New
PA
291
Parallel Advisors
California
$323K +$322K +18,243 +43,436%
LAIC
292
Lederer & Associates Investment Counsel
California
$321K +$1.75K +99 +0.5%
WP
293
WMS Partners
Maryland
$318K +$30.2K +1,707 +10%
US Bancorp
294
US Bancorp
Minnesota
$316K +$42.6K +2,415 +16%
MWP
295
MYCIO Wealth Partners
Pennsylvania
$313K -$854K -48,288 -73%
RPGK
296
Retirement Planning Group (Kansas)
Kansas
$311K – – –
BFC
297
Bedel Financial Consulting
Indiana
$311K – – –
PP
298
Patten & Patten
Tennessee
$306K – – –
CRC
299
Curi RMB Capital
Illinois
$305K -$1.59K -90 -0.5%
Stifel Financial
300
Stifel Financial
Missouri
$304K -$1.37K -78 -0.4%
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