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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 %
BRC
376
Bell Rock Capital
Delaware
$38K – – –
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$38K +$17.9K +999 +89%
WAM
378
Watermark Asset Management
California
$37K -$10.6K -600 -22%
UBS AM
379
UBS AM
Illinois
$31.7K -$5.3M -300,276 -99%
LIA
380
LS Investment Advisors
Michigan
$31K – – –
RCAG
381
Rehmann Capital Advisory Group
Michigan
$30.1K +$212 +12 +0.7%
CAC
382
Certified Advisory Corp
Florida
$30K +$209 +12 +0.7%
AAP
383
Arax Advisory Partners
Colorado
$26K +$26K +1,458 New
CDIA
384
Capital Directions Investment Advisors
Georgia
$26K +$26K +1,500 New
HI
385
Hudock Inc
Pennsylvania
$25K -$12.3K -705 -33%
RBC
386
Roble Belko & Company
Pennsylvania
$24K – – –
AWM
387
Aevitas Wealth Management
Massachusetts
$24K +$157 +9 +0.7%
PWAG
388
Polaris Wealth Advisory Group
California
$22K +$6.61K +381 +43%
Parallax Volatility Advisers
389
Parallax Volatility Advisers
California
$22K +$21.9K +1,224 +40,800%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$21K -$6.88K -393 -25%
RCA
391
Rowland Carmichael Advisors
Arizona
$21K -$1.34K -75 -6%
RFA
392
Reilly Financial Advisors
California
$21K – – –
FPFS
393
First Personal Financial Services
North Carolina
$20K – – –
BWA
394
Burt Wealth Advisors
Maryland
$19K +$15.3K +858 +409%
MSFP
395
Mark Sheptoff Financial Planning
Connecticut
$17K – – –
SWP
396
Strategic Wealth Partners
Ohio
$17K – – –
OC
397
Oakworth Capital
Alabama
$16K – – –
CFD
398
Creative Financial Designs
Indiana
$16K +$16K +894 New
WT
399
Whittier Trust
California
$15K – – –
BWM
400
BerganKDV Wealth Management
Minnesota
$15K +$108 +6 +0.7%
14 15
16
17 18