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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 %
HCM
326
Horan Capital Management
Maryland
$126K 2,467 – –
MSA
327
Marino Stram & Associates
Massachusetts
$125K 2,451 +2,451 New
CPIG
328
Chicago Partners Investment Group
Illinois
$119K 2,334 – –
MWM
329
MinichMacGregor Wealth Management
New York
$113K 2,224 +200 +10%
RFC
330
Regions Financial Corp
Alabama
$110K 2,156 +2,156 New
BTIS
331
BB&T Investment Services
North Carolina
$103K 2,008 -76 -4%
MA
332
MCF Advisors
Kentucky
$100K 1,956 +13 +0.7%
PCP
333
Proficio Capital Partners
Massachusetts
$92K 1,795 -3,417 -66%
WAM
334
Watermark Asset Management
California
$90K 1,768 -80 -4%
SFC
335
SYM Financial Corp
Indiana
$86K 1,674 +1,674 New
IWP
336
Icon Wealth Partners
Texas
$86K 1,687 +1,687 New
MOS
337
MGO One Seven
Ohio
$72K 1,400 +1,400 New
IWM
338
IHT Wealth Management
Illinois
$71K 1,358 +1,333 +5,332%
HNB
339
Huntington National Bank
Ohio
– – – –
SSB
340
Sandy Spring Bank
Maryland
$64K 1,242 – –
HDIM
341
Hanson & Doremus Investment Management
Vermont
$62K 1,220 – –
JCM
342
Jacobi Capital Management
Pennsylvania
$61K 1,160 – –
WA
343
Winfield Associates
Ohio
$57K 1,100 – –
BlackRock
344
BlackRock
New York
$57K 1,106 +24 +2%
PMFA
345
Plante Moran Financial Advisors
Michigan
$55K 1,077 – –
AssetMark Inc
346
AssetMark Inc
California
$53K 1,039 – –
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$51K 1,000 – –
AFNAS
348
American Financial Network Advisory Services
California
$47K 926 -188 -17%
IP
349
Intellectus Partners
California
$47K 923 – –
WEC
350
Winslow Evans & Crocker
Massachusetts
$46.1K 900 – –
12 13
14
15 16