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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.8M
2
ACM
2
Argent Capital Management
Missouri
$14.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$48.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.5M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$372M
3
OIM
3
Opus Investment Management
Massachusetts
$10.7M
4
CWM
4
Cornerstone Wealth Management
Missouri
$209K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$14.2M 907,728 +39,849 +5%
Goldman Sachs
27
Goldman Sachs
New York
$14.2M 904,137 +904,137 New
HB
28
Homrich & Berg
Georgia
$13.5M 862,032 -10,950 -1%
FSA
29
Financial Sense Advisors
California
$12.9M 822,228 +60,996 +8%
Citigroup
30
Citigroup
New York
$12.5M 795,987 -27,678 -3%
WIP
31
Wellesley Investment Partners
Massachusetts
$11.6M 740,253 +18,393 +3%
WIC
32
Whitegate Investment Counselors
New Hampshire
$10.8M 686,865 +14,208 +2%
OIM
33
Opus Investment Management
Massachusetts
$10.7M 682,500 -734,400 -52%
UWM
34
USAdvisors Wealth Management
Minnesota
$10.7M 680,748 -42,168 -6%
VA
35
Valmark Advisers
Ohio
$10.6M 676,353 +38,862 +6%
FCA
36
FLC Capital Advisors
California
$10.5M 670,581 +670,581 New
SHJ
37
Sharkey, Howes & Javer
Colorado
$10.4M 665,865 -11,745 -2%
CTC
38
Central Trust Company
Missouri
$10.1M 643,938 +381,225 +145%
CA
39
Capital Advantage
California
$9.61M 613,947 -14,121 -2%
KeyBank National Association
40
KeyBank National Association
Ohio
$9.35M 597,402 +597,402 New
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$9.35M 596,901 -44,331 -7%
PA
42
Planning Alternatives
Michigan
$9.33M 595,875 -8,772 -1%
GWM
43
Geneos Wealth Management
Colorado
$8.77M 564,924 -2,871 -0.5%
HCM
44
Hengehold Capital Management
Ohio
$8.64M 551,766 -3,678 -0.7%
Jane Street
45
Jane Street
New York
$8.35M 533,127 -81,132 -13%
RCA
46
Reitz Capital Advisors
Michigan
$8.24M 526,053 +526,053 New
AWA
47
Acorn Wealth Advisors
Michigan
$7.3M 455,952 +6,384 +1%
MML Investors Services
48
MML Investors Services
Massachusetts
$7.25M 463,338 +21,189 +5%
PAI
49
Pittenger & Anderson Inc
Nebraska
$7.19M 459,027 -41,028 -8%
KFP
50
Keystone Financial Planning
Ohio
$6.99M 446,556 +10,536 +2%
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