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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 %
BWA
376
BDO Wealth Advisors
Florida
$8K 158 +158 New
LWM
377
Lenox Wealth Management
Ohio
$7K 68 +68 New
WC
378
Westwind Capital
New Mexico
$6K 120 +120 New
Chevy Chase Trust
379
Chevy Chase Trust
Maryland
$5K 105 -474 -82%
GWS
380
Glassman Wealth Services
Virginia
$5K 95 – –
PWM
381
Perigon Wealth Management
California
$5K 93 +18 +24%
CG
382
Cutler Group
California
$5K 100 +100 New
BWA
383
Burt Wealth Advisors
Maryland
$4K 70 – –
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$4K 78 – –
AWM
385
Avior Wealth Management
Nebraska
$3K 50 – –
EWM
386
Evercore Wealth Management
New York
$2K 36 – –
TIM
387
Tortoise Investment Management
New York
$2K 30 – –
PK
388
Pflug Koory
Nebraska
$2K 35 – –
DOA
389
D'Orazio & Associates
Virginia
$2K 38 +38 New
PA
390
Parallel Advisors
California
$1K 14 – –
AIS
391
Accurate Investment Solutions
Pennsylvania
$1K 25 – –
JWA
392
JFS Wealth Advisors
Pennsylvania
$1K 25 – –
PCG
393
Private Capital Group
Connecticut
$978 19,118 +19,118 New
AIM
394
Anchor Investment Management
South Carolina
$567 11 – –
TSS
395
Two Sigma Securities
New York
– – -206,850 Closed
YMRC
396
Yorktown Management & Research Company
Virginia
– – -110,000 Closed
O
397
OppenheimerFunds
New York
– – -85,933 Closed
FA
398
Fagan Associates
New York
– – -61,550 Closed
NPC
399
National Planning Corporation
California
– – -32,308 Closed
GS
400
Girard Securities
California
– – -23,910 Closed
13 14 15
16
17