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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

430 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.6%
New
39
Increased
181
Reduced
130
Closed
19
Calls
$1.5M
Puts
$276K
Net Calls
+$1.22M
Net Calls Change
-$151K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$27.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.7M
3
Ameriprise
3
Ameriprise
Minnesota
$49.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$51M
5
Jane Street
5
Jane Street
New York
$10.9M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M
2
W
2
Wealthfront
California
$264M
3
PAI
3
Pittenger & Anderson Inc
Nebraska
$8.83M
4
UBS AM
4
UBS AM
Illinois
$31.7K
5
MNG
5
Manning & Napier Group
New York
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
26
QS Investors
New York
$15.3M +$741K +41,937 +5%
Citigroup
27
Citigroup
New York
$14.6M +$429K +24,309 +3%
FSA
28
Financial Sense Advisors
California
$13.4M -$229K -12,954 -2%
UWM
29
USAdvisors Wealth Management
Minnesota
$12.8M +$607K +34,362 +5%
WIP
30
Wellesley Investment Partners
Massachusetts
$12.8M +$364K +20,613 +3%
SHJ
31
Sharkey, Howes & Javer
Colorado
$12M -$180K -10,167 -1%
WIC
32
Whitegate Investment Counselors
New Hampshire
$11.9M -$21.9K -1,239 -0.2%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$11.3M -$2.45M -138,444 -18%
VA
34
Valmark Advisers
Ohio
$11.3M +$240K +13,587 +2%
CA
35
Capital Advantage
California
$11.1M +$357K +20,184 +3%
SFM
36
Signature Financial Management
Virginia
$11M +$680K +38,514 +7%
Jane Street
37
Jane Street
New York
$10.9M +$9.27M +524,856 +587%
PA
38
Planning Alternatives
Michigan
$10.7M +$108K +6,111 +1%
GWM
39
Geneos Wealth Management
Colorado
$10.1M -$139K -7,827 -1%
HCM
40
Hengehold Capital Management
Ohio
$9.81M +$115K +6,513 +1%
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M -$81.4M -463,743 -90%
PAI
42
Pittenger & Anderson Inc
Nebraska
$8.83M -$6.49M -367,212 -42%
UCFA
43
United Capital Financial Advisors
Texas
$8.46M +$3.04M +172,308 +56%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.02M +$1.6M +90,576 +25%
MML Investors Services
45
MML Investors Services
Massachusetts
$7.81M +$3.49M +197,766 +81%
KFP
46
Keystone Financial Planning
Ohio
$7.7M +$151K +8,541 +2%
AWA
47
Acorn Wealth Advisors
Michigan
$7.54M +$262K +15,627 +4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.47M -$504K -28,521 -6%
CCP
49
Cardan Capital Partners
Colorado
$7.46M +$270K +15,294 +4%
BC
50
Barnett & Company
Tennessee
$7.28M +$121K +6,834 +2%
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