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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 %
JA
401
JOYN Advisors
Georgia
$3K -$104K -6,327 -97%
BWA
402
Burt Wealth Advisors
Maryland
$3K – – –
BWP
403
Baldwin Wealth Partners
Massachusetts
$2K – – –
PK
404
Pflug Koory
Nebraska
$2K – – –
DOA
405
D'Orazio & Associates
Virginia
$2K – – –
BCMIO
406
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +135 New
JWA
407
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
408
Tortoise Investment Management
New York
$1K – – –
AIS
409
Accurate Investment Solutions
Pennsylvania
$1K – – –
FFW
410
Fusion Family Wealth
New York
$1K – – –
AIM
411
Anchor Investment Management
South Carolina
$549 – – –
FRA
412
Front Row Advisors
California
$223 – +3 +0%
BCP
413
Blackhawk Capital Partners
Wisconsin
– -$4.5M -275,256 Closed
Susquehanna International Group
414
Susquehanna International Group
Pennsylvania
– -$1.97M -120,420 Closed
TRCT
415
Tower Research Capital (TRC)
New York
– -$1.29M -78,609 Closed
Citadel Advisors
416
Citadel Advisors
Florida
– -$1.02M -62,304 Closed
VF
417
Virtu Financial
New York
– -$869K -53,175 Closed
FWM
418
Focused Wealth Management
New York
– -$668K -40,893 Closed
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
– -$503K -30,750 Closed
GC
420
Gratus Capital
Georgia
– -$419K -25,665 Closed
FA
421
FDx Advisors
Illinois
– -$336K -20,556 Closed
BG
422
Bahl & Gaynor
Ohio
– -$329K -20,100 Closed
EWM
423
Empirical Wealth Management
Washington
– -$281K -17,208 Closed
EFS
424
Essex Financial Services
Connecticut
– -$275K -16,827 Closed
AA
425
Ancora Advisors
Ohio
– -$245K -14,994 Closed
14 15 16
17
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