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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 %
TFS
351
TrustCore Financial Services
Tennessee
$45K 873 +873 New
GI
352
Gradient Investments
Minnesota
$44K 863 +863 New
LIA
353
LS Investment Advisors
Michigan
$30K 592 – –
BRC
354
Bell Rock Capital
Delaware
$27K 519 – –
CAC
355
Certified Advisory Corp
Florida
$27K 544 +544 New
RCA
356
Rowland Carmichael Advisors
Arizona
$26K 514 – –
SWMG
357
Signature Wealth Management Group
Georgia
$26K 500 +500 New
AWM
358
Aevitas Wealth Management
Massachusetts
$23K 451 +451 New
RFA
359
Reilly Financial Advisors
California
$20K 400 – –
FPFS
360
First Personal Financial Services
North Carolina
$19K 380 – –
TWA
361
TCI Wealth Advisors
Arizona
$19K 370 +370 New
RBC
362
Roble Belko & Company
Pennsylvania
$18K 345 – –
BFEC
363
Benjamin F. Edwards & Company
Missouri
$18K 353 +177 +101%
MSFP
364
Mark Sheptoff Financial Planning
Connecticut
$17K 325 – –
SWP
365
Strategic Wealth Partners
Ohio
$17K 330 +330 New
ST
366
Sageworth Trust
Pennsylvania
$16K 312 – –
WT
367
Whittier Trust
California
$15K 291 – –
ME
368
McIlrath & Eck
Washington
$15K 290 +290 New
WB
369
Webster Bank
Connecticut
$14K 265 – –
ACM
370
Armbruster Capital Management
New York
$12K 230 -230 -50%
EK
371
Evensky & Katz
Florida
$11K 232 +1 +0.4%
SIM
372
Sonora Investment Management
Arizona
$10.2K 200 – –
GRP
373
Global Retirement Partners
California
$10K 203 – –
JGIA
374
Jackson Grant Investment Advisers
Connecticut
$10K 195 +1 +0.5%
LFA
375
Legacy Financial Advisors
Kentucky
$8K 157 +157 New
13 14
15
16 17