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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 %
LBC
301
Lowe Brockenbrough & Co
Virginia
$212K 4,139 -2,154 -34%
JIC
302
Johnson Investment Counsel
Ohio
$212K 4,155 -1,973 -32%
AA
303
Ancora Advisors
Ohio
$212K 4,140 +4,140 New
VDI
304
Vaughan David Investments
Illinois
$210K 4,102 +4,102 New
JA
305
JVL Associates
Michigan
$209K 4,082 +4,082 New
KF
306
Krilogy Financial
Missouri
$208K 4,074 +117 +3%
WP
307
WealthSource Partners
California
$207K 4,040 +4,040 New
CDIA
308
Capital Directions Investment Advisors
Georgia
$204K 3,987 +1,973 +98%
Baird Financial Group
309
Baird Financial Group
Wisconsin
$204K 3,977 +3,977 New
FFC
310
First Financial Corp
Indiana
$203K 3,955 -100 -2%
FWSM
311
First Wilshire Securities Management
California
$203K 3,975 +3,975 New
DAM
312
Delta Asset Management
Tennessee
$195K 3,804 – –
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$189K 3,692 +1,063 +40%
HI
314
Hudock Inc
Pennsylvania
$189K 3,694 +3,206 +657%
SEI Investments
315
SEI Investments
Pennsylvania
$175K 3,419 -257 -7%
KJWM
316
Kiley Juergens Wealth Management
Washington
$174K 3,410 +3,410 New
CMBA
317
C.M. Bidwell & Associates
Hawaii
$173K 3,380 +3,380 New
SIAS
318
Shine Investment Advisory Services
Colorado
$167K 3,266 – –
PNC Financial Services Group
319
PNC Financial Services Group
Pennsylvania
$164K 3,217 +325 +11%
MA
320
MUFG Americas
New York
$154K 3,002 – –
WCM
321
Whitener Capital Management
North Carolina
$152K 2,988 +2,988 New
STA
322
Summit Trail Advisors
New York
$142K 2,643 +2,643 New
FANJ
323
Financial Architects (New Jersey)
New Jersey
$134K 2,615 -605 -19%
WWM
324
Wagner Wealth Management
South Carolina
$134K 2,559 +2,559 New
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$130K 2,537 +251 +11%
11 12
13
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