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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
+$49.8M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$17.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$16.1M
4
WC
Westwind Capital
New Mexico
+$8.09M
5
UBS Group
UBS Group
Switzerland
+$7.59M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
-$29.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$9M
3
AI
Atria Investments
North Carolina
-$7.3M
4
SMG
Spectrum Management Group
Indiana
-$6.52M
5
MNG
Manning & Napier Group
New York
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$223K +$223K +13,650 New
SWA
302
Sutton Wealth Advisors
Florida
$223K – – –
RRC
303
Relaxing Retirement Coach
Massachusetts
$220K -$65.9K -4,023 -23%
Comerica Bank
304
Comerica Bank
Texas
$216K +$216K +13,200 New
FRA
305
Front Row Advisors
California
$214K -$2.15K -132 -1%
NSAM
306
North Star Asset Management
Wisconsin
$211K +$211K +12,900 New
CCA
307
Cobblestone Capital Advisors
New York
$207K +$2.94K +180 +1%
BAM
308
Belpointe Asset Management
Nevada
$203K -$70K -4,287 -26%
LBC
309
Lowe Brockenbrough & Co
Virginia
$203K – – –
DWM
310
Dynasty Wealth Management
Florida
$202K -$255K -15,600 -56%
KF
311
Krilogy Financial
Missouri
$202K +$2.3K +141 +1%
JA
312
JVL Associates
Michigan
$200K – – –
CDIA
313
Capital Directions Investment Advisors
Georgia
$196K +$392 +24 +0.2%
FFC
314
First Financial Corp
Indiana
$194K – – –
SEI Investments
315
SEI Investments
Pennsylvania
$193K +$25.9K +1,587 +15%
DAM
316
Delta Asset Management
Tennessee
$187K – – –
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$187K +$138K +8,451 +282%
WCM
318
Whitener Capital Management
North Carolina
$173K +$26.9K +1,650 +18%
TFS
319
TrustCore Financial Services
Tennessee
$170K +$127K +7,794 +298%
Bank of Montreal
320
Bank of Montreal
Ontario, Canada
$164K -$16.6K -1,020 -9%
CMBA
321
C.M. Bidwell & Associates
Hawaii
$164K -$1.72K -105 -1%
FMC
322
First Merchants Corp
Indiana
$160K +$160K +9,810 New
MA
323
MUFG Americas
New York
$147K – – –
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$136K -$22.1K -1,350 -14%
WWM
325
Wagner Wealth Management
South Carolina
$133K +$7.46K +456 +6%
11 12
13
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