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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 %
SCA
301
Stokes Capital Advisors
South Carolina
$304K -$424 -24 -0.1%
RG
302
Rikoon Group
New Mexico
$294K +$294K +16,686 New
AF
303
Alerus Financial
North Dakota
$291K – – –
CCA
304
Cobblestone Capital Advisors
New York
$290K +$3.7K +210 +1%
HIC
305
Holderness Investments Company
North Carolina
$289K +$424 +24 +0.1%
BRWA
306
B. Riley Wealth Advisors
Florida
$289K +$289K +16,359 New
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$287K – – –
BCA
308
Bay Colony Advisors
Massachusetts
$286K +$24.2K +1,371 +9%
KJWM
309
Kiley Juergens Wealth Management
Washington
$286K +$84.5K +4,785 +42%
IIC
310
Ironwood Investment Counsel
Arizona
$282K – – –
CAMG
311
CWA Asset Management Group
Florida
$282K +$2.06K +117 +0.7%
LRPA
312
L. Roy Papp & Associates
Arizona
$280K +$28.1K +1,590 +11%
FMC
313
First Merchants Corp
Indiana
$279K -$74.1K -4,200 -21%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$274K +$96.9K +5,490 +55%
KA
315
Kovack Advisors
Florida
$265K – – –
CC
316
Cognios Capital
Kansas
$255K -$11.8K -666 -4%
CWM
317
Confluence Wealth Management
Oregon
$251K +$2.07K +117 +0.8%
WS
318
Wedbush Securities
California
$246K +$11.1K +627 +5%
SWA
319
Sutton Wealth Advisors
Florida
$245K – – –
OC
320
Oarsman Capital
Wisconsin
$240K -$3.39K -192 -1%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$240K +$87.3K +4,929 +57%
RRC
322
Relaxing Retirement Coach
Massachusetts
$238K – – –
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$231K -$78.2K -4,434 -25%
SWA
324
SFMG Wealth Advisors
Texas
$231K +$231K +13,752 New
NSAM
325
North Star Asset Management
Wisconsin
$228K – – –
11 12
13
14 15