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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

415 hedge funds and large institutions have $1.98B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+8
Holders Change %
+1.97%
% of All Funds
9.51%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.64%
New
41
Increased
161
Reduced
130
Closed
31
Calls
$2.22M
Puts
$846K
Net Calls
+$1.38M
Net Calls Change
+$423K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$102M
2
AllianceBernstein
AllianceBernstein
Tennessee
$43.3M
3
MIH
Madison Investment Holdings
Wisconsin
$38.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.1M
5
CSIA
Charles Schwab Investment Advisory
California
$397M

Top Sellers

1
QI
QS Investors
New York
$13.5M
2
W
Wealthfront
California
$252M
3
SMG
Spectrum Management Group
Indiana
$5.29M
4
RJA
Raymond James & Associates
Florida
$2.28M
5
WC
Westwind Capital
New Mexico
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
376
Washington Trust
Rhode Island
$15K +$15K +900 New
PMG
377
ProVise Management Group
Florida
$14K +$323 +19,671 +2%
WT
378
Whittier Trust
California
$14K – – –
BWM
379
BerganKDV Wealth Management
Minnesota
$14K +$14K +828 New
SWPG
380
Strategic Wealth Partners Group
Illinois
$13.8K -$11.9K -726 -46%
WB
381
Webster Bank
Connecticut
$13K – – –
RFC
382
Regions Financial Corp
Alabama
$13K +$13K +819 New
OIA
383
Optimum Investment Advisors
Illinois
$12K – – –
MA
384
MCF Advisors
Kentucky
$11K -$82K -5,163 -88%
EK
385
Evensky & Katz
Florida
$11K – – –
ME
386
McIlrath & Eck
Washington
$11K – – –
JGIA
387
Jackson Grant Investment Advisers
Connecticut
$10K – – –
LFG
388
LifePlan Financial Group
Ohio
$10K – – –
SIM
389
Sonora Investment Management
Arizona
$10K – – –
GRP
390
Global Retirement Partners
California
$10K – – –
GAM
391
Gemmer Asset Management
California
$10K +$10K +600 New
CCM
392
Cribstone Capital Management
Maine
$9K – – –
NDSI
393
Newman Dignan & Sheerar Inc
Rhode Island
$8.48K -$120 -7,302 -1%
LFA
394
Legacy Financial Advisors
Kentucky
$8K – – –
IF
395
Ironwood Financial
Arizona
$6K – – –
RWP
396
RWA Wealth Partners
Massachusetts
$6K +$6K +387 New
IFAM
397
Institutional & Family Asset Management
Colorado
$5K – – –
CFC
398
Coyle Financial Counsel
Illinois
$5K +$5K +300 New
AWM
399
AllSquare Wealth Management
New York
$5K +$5K +300 New
NWM
400
Northwest Wealth Management
Iowa
$4K -$444 -30 -10%
14 15
16
17 18