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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 %
MWM
351
MinichMacGregor Wealth Management
New York
$118K – – –
SWMG
352
Signature Wealth Management Group
Georgia
$117K +$92.4K +5,628 +375%
CPIG
353
Chicago Partners Investment Group
Illinois
$115K – – –
BAMG
354
Brand Asset Management Group
Missouri
$112K +$112K +6,321 New
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$108K +$3.57K +201 +3%
WF
356
WealthTrust Fairport
Ohio
$100K +$848 +48 +0.9%
SIAS
357
Shine Investment Advisory Services
Colorado
$95K – – –
PAMG
358
Patton Albertson Miller Group
Tennessee
$88K +$88K +5,376 New
SPIA
359
Steward Partners Investment Advisory
New York
$84K +$14.1K +792 +20%
GI
360
Gradient Investments
Minnesota
$84K +$32.7K +1,848 +64%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$82K +$423 +24 +0.5%
PCP
362
Proficio Capital Partners
Massachusetts
$80K – – –
TWA
363
TCI Wealth Advisors
Arizona
$79K -$4.49K -255 -5%
GP
364
Girard Partners
Pennsylvania
$78K +$78K +4,425 New
JCM
365
Jacobi Capital Management
Pennsylvania
$68K – – –
AF
366
Allworth Financial
California
$66K +$422 +24 +0.6%
EWM
367
Elmwood Wealth Management
California
$64.8K – – –
HDIM
368
Hanson & Doremus Investment Management
Vermont
$64K -$1.01K -57 -2%
BWA
369
BDO Wealth Advisors
Florida
$61K – – –
SEI Investments
370
SEI Investments
Pennsylvania
$58K -$172K -9,600 -75%
BlackRock
371
BlackRock
New York
$55K +$427 +24 +0.8%
IP
372
Intellectus Partners
California
$49K – – –
WEC
373
Winslow Evans & Crocker
Massachusetts
$48K – – –
FHA
374
Flagship Harbor Advisors
Massachusetts
$43K – – –
WC
375
Westwind Capital
New Mexico
$38K -$2.92M -166,551 -99%
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