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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
$273M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$34.4M
3
CSIA
Charles Schwab Investment Advisory
California
$386M
4
WC
Westwind Capital
New Mexico
$8.1M
5
UBS Group
UBS Group
Switzerland
$53.6M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
$0
2
MIH
Madison Investment Holdings
Wisconsin
$29M
3
AI
Atria Investments
North Carolina
$375K
4
SMG
Spectrum Management Group
Indiana
$15.8M
5
MNG
Manning & Napier Group
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
401
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
402
Tortoise Investment Management
New York
$1K – – –
AIS
403
Accurate Investment Solutions
Pennsylvania
$1K – – –
PA
404
Parallel Advisors
California
$1K +$67 +3 +7%
FFW
405
Fusion Family Wealth
New York
$1K +$1K +48 New
AIM
406
Anchor Investment Management
South Carolina
$546 – – –
WMA
407
White Mountains Advisors
Connecticut
– -$29.9M -1,752,471 Closed
QAM
408
Q3 Asset Management
Michigan
– -$5.51M -323,103 Closed
PCM
409
Price Capital Management
Louisiana
– -$3.73M -218,808 Closed
CS
410
Credit Suisse
Switzerland
– -$1.67M -97,749 Closed
WI
411
Wintrust Investments
Illinois
– -$1.33M -78,051 Closed
SCM
412
Silver Capital Management
New York
– -$1.33M -77,670 Closed
SWM
413
Sequoia Wealth Management
Illinois
– -$726K -41,754 Closed
HWM
414
Highwater Wealth Management
Colorado
– -$461K -27,006 Closed
SB
415
Simmons Bank
Arkansas
– -$448K -26,250 Closed
WCM
416
Weik Capital Management
Pennsylvania
– -$444K -26,040 Closed
HPWM
417
Highland Private Wealth Management
Washington
– -$355K -20,835 Closed
IFWM
418
Institute for Wealth Management
Colorado
– -$352K -20,679 Closed
FIAS
419
FinTrust Investment Advisory Services
South Carolina
– -$331K -19,434 Closed
ACM
420
Advisors Capital Management
New Jersey
– -$300K -17,580 Closed
BRWA
421
B. Riley Wealth Advisors
Florida
– -$298K -17,445 Closed
SG Americas Securities
422
SG Americas Securities
New York
– -$256K -15,000 Closed
AWM
423
Altium Wealth Management
New York
– -$231K -13,560 Closed
Millennium Management
424
Millennium Management
New York
– -$224K -13,125 Closed
GGI
425
Godsey & Gibb Inc
Virginia
– -$223K -13,092 Closed
14 15 16
17
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