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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 %
AWA
51
Acorn Wealth Advisors
Michigan
$6.93M 133,203 +133,203 New
VNA
52
Valley National Advisers
Pennsylvania
$6.66M 130,136 +84,939 +188%
CMP
53
Courage Miller Partners
Virginia
$6.59M 128,772 -2,180 -2%
UCFA
54
United Capital Financial Advisors
Texas
$6.37M 124,259 +5,742 +5%
BC
55
Barnett & Company
Tennessee
$6.34M 123,889 +30,215 +32%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$6.29M 122,833 +4,345 +4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.95M 116,231 +14,057 +14%
MNG
58
Manning & Napier Group
New York
– – – –
NFG
59
Noven Financial Group
Colorado
$5.73M 112,046 -2,307 -2%
LPT
60
Legacy Private Trust
Wisconsin
$5.62M 109,893 -1,625 -1%
QAM
61
Q3 Asset Management
Michigan
$5.51M 107,701 +107,701 New
RIA
62
Regal Investment Advisors
Michigan
$5.34M 104,279 -4,861 -4%
SBL
63
Sargent Bickham Lagudis
Colorado
$5.16M 100,906 +90,379 +859%
AIP
64
Almanack Investment Partners
Pennsylvania
$5.07M 98,521 +14,688 +18%
UBS AM
65
UBS AM
Illinois
$5.04M 98,443 +413 +0.4%
DBRC
66
D.B. Root & Company
Pennsylvania
$4.91M 95,883 +95,883 New
BWM
67
Baystate Wealth Management
Massachusetts
$4.9M 91,088 +7,493 +9%
DP
68
Denver PWM
Colorado
$4.9M 96,955 +3,641 +4%
NG
69
Northstar Group
New York
$4.69M 91,709 -1,585 -2%
HCP
70
Holt Capital Partners
Texas
$4.66M 91,027 -7,395 -8%
LIM
71
Leavell Investment Management
Alabama
$4.33M 84,561 +1,513 +2%
AF
72
Advisornet Financial
Minnesota
$4.19M 81,873 +81,873 New
JIC
73
JRM Investment Counsel
Nebraska
$3.89M 75,945 +7,670 +11%
SAM
74
Smithbridge Asset Management
Pennsylvania
$3.85M 75,270 +6,585 +10%
BCP
75
Blackhawk Capital Partners
Wisconsin
$3.79M 74,113 +74,113 New
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