SCHD icon

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.

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
1
UBS Group
Switzerland
$102M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$43.3M
3
MIH
3
Madison Investment Holdings
Wisconsin
$38.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$397M

Top Sellers

1
QI
1
QS Investors
New York
$13.5M
2
W
2
Wealthfront
California
$252M
3
SMG
3
Spectrum Management Group
Indiana
$5.29M
4
RJA
4
Raymond James & Associates
Florida
$2.28M
5
WC
5
Westwind Capital
New Mexico
$2.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$13.1M 799,356 -187,689 -19%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$12.8M 779,676 +438,393 +128%
FSA
28
Financial Sense Advisors
California
$12.7M 774,186 +118,698 +18%
WIP
29
Wellesley Investment Partners
Massachusetts
$11.5M 701,247 +26,790 +4%
UWM
30
USAdvisors Wealth Management
Minnesota
$11.3M 688,554 +11,895 +2%
SHJ
31
Sharkey, Howes & Javer
Colorado
$11.3M 687,777 -11,553 -2%
WIC
32
Whitegate Investment Counselors
New Hampshire
$11.1M 673,896 +14,352 +2%
VA
33
Valmark Advisers
Ohio
$10.3M 623,904 +35,175 +6%
CA
34
Capital Advantage
California
$9.99M 607,884 -10,029 -2%
PA
35
Planning Alternatives
Michigan
$9.83M 598,536 +8,130 +1%
SFM
36
Signature Financial Management
Virginia
$9.57M 582,288 +53,070 +10%
KFA
37
Kabarec Financial Advisors
Illinois
$9.57M 582,165 -64,206 -10%
GWM
38
Geneos Wealth Management
Colorado
$9.46M 575,622 -11,835 -2%
HCM
39
Hengehold Capital Management
Ohio
$9.02M 548,931 +13,911 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7.42M 451,572 +18,438 +4%
AWA
41
Acorn Wealth Advisors
Michigan
$7.12M 433,941 +13,728 +3%
KFP
42
Keystone Financial Planning
Ohio
$7.02M 427,479 +6,474 +2%
SWM
43
SVA Wealth Management
Wisconsin
$6.84M 416,004 -37,890 -8%
CCP
44
Cardan Capital Partners
Colorado
$6.69M 407,139 -11,643 -3%
BC
45
Barnett & Company
Tennessee
$6.66M 405,408 +24,366 +6%
CMP
46
Courage Miller Partners
Virginia
$6.45M 392,796 +8,565 +2%
VNA
47
Valley National Advisers
Pennsylvania
$6.26M 380,847 -220,914 -37%
HighTower Advisors
48
HighTower Advisors
Illinois
$5.98M 363,981 +21,018 +6%
AWMG
49
Alliance Wealth Management Group
New Jersey
$5.97M 363,357 -168,549 -32%
TCM
50
Towercrest Capital Management
Pennsylvania
$5.97M 363,357 +363,357 New
1
2
3 4 5