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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 %
KA
301
Kovack Advisors
Florida
$246K +$246K +15,000 New
BCA
302
Bay Colony Advisors
Massachusetts
$244K +$244K +14,826 New
LRPA
303
L. Roy Papp & Associates
Arizona
$234K -$1.01M -61,548 -81%
CWM
304
Confluence Wealth Management
Oregon
$232K – – –
SWA
305
Sutton Wealth Advisors
Florida
$228K +$4.09K +249 +2%
OC
306
Oarsman Capital
Wisconsin
$226K -$56.6K -3,453 -20%
FPCG
307
Fort Pitt Capital Group
Pennsylvania
$226K +$226K +13,746 New
SPC
308
Sigma Planning Corp
Michigan
$221K -$72.9K -4,446 -25%
RRC
309
Relaxing Retirement Coach
Massachusetts
$221K – – –
WS
310
Wedbush Securities
California
$218K +$218K +13,293 New
TFS
311
TrustCore Financial Services
Tennessee
$215K +$43.8K +2,664 +26%
NSAM
312
North Star Asset Management
Wisconsin
$212K – – –
EVM
313
Eaton Vance Management
Massachusetts
$211K -$211K -12,828 -50%
SEI Investments
314
SEI Investments
Pennsylvania
$211K +$16.2K +987 +8%
WWM
315
Windsor Wealth Management
Indiana
$209K -$24.6K -1,500 -11%
LBC
316
Lowe Brockenbrough & Co
Virginia
$204K – – –
BAM
317
Belpointe Asset Management
Nevada
$204K – – –
JA
318
JVL Associates
Michigan
$201K – – –
RCG
319
Ruggie Capital Group
Florida
$198K -$462K -28,032 -70%
FFC
320
First Financial Corp
Indiana
$195K – – –
DAM
321
Delta Asset Management
Tennessee
$187K – – –
KJWM
322
Kiley Juergens Wealth Management
Washington
$187K +$187K +11,409 New
RWA
323
River Wealth Advisors
Pennsylvania
$170K +$170K +10,365 New
CMBA
324
C.M. Bidwell & Associates
Hawaii
$165K – – –
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$161K -$4.19K -255 -3%
11 12
13
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