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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 %
EVM
326
Eaton Vance Management
Massachusetts
$227K +$159 +9 +0.1%
WWM
327
Windsor Wealth Management
Indiana
$225K – – –
SAM
328
SignalPoint Asset Management
Missouri
$223K +$223K +12,621 New
AUB
329
Atlantic Union Bankshares
Virginia
$222K +$222K +12,576 New
LBC
330
Lowe Brockenbrough & Co
Virginia
$219K – – –
ALIONA
331
Allianz Life Insurance of North America
Minnesota
$218K -$891K -50,493 -80%
JA
332
JVL Associates
Michigan
$216K – – –
FHA
333
First Horizon Advisors
Tennessee
$214K +$96.7K +5,472 +82%
CHJWM
334
Carlton Hofferkamp & Jenks Wealth Management
Texas
$211K +$211K +11,955 New
FFC
335
First Financial Corp
Indiana
$209K – – –
DAM
336
Delta Asset Management
Tennessee
$202K – – –
KC
337
Kingfisher Capital
North Carolina
$202K +$202K +11,424 New
CCM
338
Colorado Capital Management
Colorado
$200K +$200K +11,376 New
WCM
339
Whitener Capital Management
North Carolina
$190K +$190K +10,776 New
KF
340
Krilogy Financial
Missouri
$186K +$186K +10,554 New
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$174K +$901 +51 +0.5%
RWA
342
River Wealth Advisors
Pennsylvania
$171K -$12.5K -708 -7%
DWM
343
Destination Wealth Management
California
$170K +$121K +6,861 +248%
Deutsche Bank
344
Deutsche Bank
Germany
$163K +$163K +9,201 New
MA
345
MUFG Americas
New York
$159K – – –
MSA
346
Marino Stram & Associates
Massachusetts
$143K +$21.3K +1,209 +17%
WWM
347
Wagner Wealth Management
South Carolina
$137K +$953 +54 +0.7%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$137K +$106K +6,000 +340%
HCM
349
Horan Capital Management
Maryland
$130K – – –
SSB
350
Sandy Spring Bank
Maryland
$128K – – –
12 13
14
15 16