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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.

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

Top Sellers

1
WMA
1
White Mountains Advisors
Connecticut
$0
2
MIH
2
Madison Investment Holdings
Wisconsin
$29M
3
AI
3
Atria Investments
North Carolina
$375K
4
SMG
4
Spectrum Management Group
Indiana
$15.8M
5
MNG
5
Manning & Napier Group
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$12.4M +$1.94M +118,965 +19%
SHJ
27
Sharkey, Howes & Javer
Colorado
$11.4M -$377K -23,067 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11.2M -$5.27M -331,956 -32%
UWM
29
USAdvisors Wealth Management
Minnesota
$11.1M +$760K +46,485 +7%
WIP
30
Wellesley Investment Partners
Massachusetts
$11M -$310K -18,984 -3%
WIC
31
Whitegate Investment Counselors
New Hampshire
$10.8M -$226K -13,800 -2%
FSA
32
Financial Sense Advisors
California
$10.7M +$476K +29,112 +5%
KFA
33
Kabarec Financial Advisors
Illinois
$10.6M +$745K +45,561 +8%
CA
34
Capital Advantage
California
$10.1M +$81.5K +4,989 +0.8%
VNA
35
Valley National Advisers
Pennsylvania
$9.84M +$3.45M +211,353 +54%
PA
36
Planning Alternatives
Michigan
$9.65M +$2.11M +128,901 +28%
VA
37
Valmark Advisers
Ohio
$9.62M -$5.44K -333 -0.1%
GWM
38
Geneos Wealth Management
Colorado
$9.6M -$236K -14,466 -2%
RJA
39
Raymond James & Associates
Florida
$8.87M +$242K +14,781 +3%
HCM
40
Hengehold Capital Management
Ohio
$8.74M -$85.5K -5,229 -1%
AWMG
41
Alliance Wealth Management Group
New Jersey
$8.69M +$1.03M +63,285 +14%
SFM
42
Signature Financial Management
Virginia
$8.65M +$1.08M +66,279 +14%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$8.57M +$299K +18,243 +4%
KIA
44
KCM Investment Advisors
California
$8.25M -$495K -30,276 -6%
WC
45
Westwind Capital
New Mexico
$8.1M +$8.09M +495,033 +137,509%
SWM
46
SVA Wealth Management
Wisconsin
$7.08M -$302K -19,332 -4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7.08M +$1.38M +84,441 +24%
KFP
48
Keystone Financial Planning
Ohio
$6.88M -$15.5K -948 -0.2%
AWA
49
Acorn Wealth Advisors
Michigan
$6.87M +$337K +20,604 +5%
CCP
50
Cardan Capital Partners
Colorado
$6.84M +$110K +6,705 +2%
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