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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 %
PAI
26
Pittenger & Anderson Inc
Nebraska
$15.2M 296,559 -1,213 -0.4%
PMG
27
ProVise Management Group
Florida
$13.8M 270,450 +1,753 +0.7%
DADC
28
D.A. Davidson & Co
Montana
$13.8M 269,450 +28,605 +12%
GPW
29
GFS Private Wealth
Florida
$12.6M 247,081 +247,081 New
SHJ
30
Sharkey, Howes & Javer
Colorado
$12.3M 240,799 -45,597 -16%
WIP
31
Wellesley Investment Partners
Massachusetts
$11.8M 231,147 +576 +0.2%
WIC
32
Whitegate Investment Counselors
New Hampshire
$11.5M 224,448 +3,761 +2%
AG
33
Advisor Group
Arizona
$10.9M 213,251 +36,357 +21%
UWM
34
USAdvisors Wealth Management
Minnesota
$10.7M 210,058 +210,058 New
FSA
35
Financial Sense Advisors
California
$10.7M 208,792 +42,194 +25%
CA
36
Capital Advantage
California
$10.5M 204,308 +2,363 +1%
GWM
37
Geneos Wealth Management
Colorado
$10.3M 200,641 -1,059 -0.5%
KFA
38
Kabarec Financial Advisors
Illinois
$10.2M 200,270 +200,270 New
VA
39
Valmark Advisers
Ohio
$10M 196,354 +57,210 +41%
HCM
40
Hengehold Capital Management
Ohio
$9.22M 180,083 -2,365 -1%
KIA
41
KCM Investment Advisors
California
$9.12M 178,273 +5,624 +3%
RJA
42
Raymond James & Associates
Florida
$9.01M 175,987 +239 +0.1%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$8.61M 168,317 +7,429 +5%
SWM
44
SVA Wealth Management
Wisconsin
$8.07M 157,742 +6,444 +4%
AI
45
Atria Investments
North Carolina
$8.02M 156,696 +84,945 +118%
AWMG
46
Alliance Wealth Management Group
New Jersey
$7.99M 156,207 -73,461 -32%
SFM
47
Signature Financial Management
Virginia
$7.9M 154,313 +16,494 +12%
PA
48
Planning Alternatives
Michigan
$7.87M 153,835 -1,246 -0.8%
KFP
49
Keystone Financial Planning
Ohio
$7.2M 140,651 +160 +0.1%
CCP
50
Cardan Capital Partners
Colorado
$7.03M 137,359 +969 +0.7%
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