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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.

New
Increased
Maintained
Reduced
Closed
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 %
SWP
51
Stratos Wealth Partners
Ohio
$6.58M +$4.92M +301,263 +298%
CMP
52
Courage Miller Partners
Virginia
$6.28M -$34.1K -2,085 -0.5%
BC
53
Barnett & Company
Tennessee
$6.23M +$153K +9,375 +3%
HighTower Advisors
54
HighTower Advisors
Illinois
$5.62M +$2.33M +142,548 +71%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$5.58M -$445K -27,216 -7%
UCFA
56
United Capital Financial Advisors
Texas
$5.35M -$739K -45,186 -12%
LPT
57
Legacy Private Trust
Wisconsin
$5.3M -$89.3K -5,463 -2%
NFG
58
Noven Financial Group
Colorado
$5.26M -$235K -14,409 -4%
RIA
59
Regal Investment Advisors
Michigan
$5.17M +$51.8K +3,168 +1%
DP
60
Denver PWM
Colorado
$5.13M +$346K +21,003 +7%
DBRC
61
D.B. Root & Company
Pennsylvania
$5.1M +$403K +24,636 +9%
HCP
62
Holt Capital Partners
Texas
$4.97M +$505K +30,885 +11%
UBS AM
63
UBS AM
Illinois
$4.8M -$27.2K -1,665 -0.6%
AWS
64
AJ Wealth Strategies
New York
$4.61M +$1.4M +85,398 +43%
LIM
65
Leavell Investment Management
Alabama
$4.5M +$355K +21,693 +9%
BCP
66
Blackhawk Capital Partners
Wisconsin
$4.5M +$865K +52,917 +24%
BWM
67
Baystate Wealth Management
Massachusetts
$4.36M -$72.3K -4,455 -2%
AIP
68
Almanack Investment Partners
Pennsylvania
$4.36M -$456K -27,978 -9%
JIC
69
JRM Investment Counsel
Nebraska
$4.26M +$534K +32,673 +14%
NG
70
Northstar Group
New York
$4.04M -$453K -27,717 -10%
SAM
71
Smithbridge Asset Management
Pennsylvania
$3.94M +$248K +15,180 +7%
WP
72
WealthPLAN Partners
Nebraska
$3.94M +$3.94M +240,768 New
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$3.93M +$859K +52,560 +28%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.93M +$2.02M +123,798 +106%
BTS
75
BB&T Securities
Virginia
$3.84M +$2.21M +135,498 +136%
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3
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