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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 %
SMG
51
Spectrum Management Group
Indiana
$5.29M 321,819 -647,274 -67%
KIA
52
KCM Investment Advisors
California
$5.12M 311,856 -192,687 -38%
UCFA
53
United Capital Financial Advisors
Texas
$5.04M 306,777 -20,814 -6%
LPT
54
Legacy Private Trust
Wisconsin
$4.98M 303,243 -20,973 -6%
CWM
55
Cornerstone Wealth Management
Missouri
$4.97M 733,803 +718,710 +4,762%
UBS AM
56
UBS AM
Illinois
$4.96M 302,073 +8,409 +3%
AWS
57
AJ Wealth Strategies
New York
$4.84M 294,447 +12,564 +4%
DBRC
58
D.B. Root & Company
Pennsylvania
$4.76M 289,755 -22,530 -7%
FCAS
59
First Command Advisory Services
Texas
$4.65M 282,426 +282,426 New
HCP
60
Holt Capital Partners
Texas
$4.62M 281,286 -22,680 -7%
KBFS
61
Kohmann Bosshard Financial Services
Ohio
$4.62M 281,184 +40,461 +17%
NFG
62
Noven Financial Group
Colorado
$4.59M 279,576 -42,153 -13%
WP
63
WealthPLAN Partners
Nebraska
$4.39M 267,330 +26,562 +11%
LIM
64
Leavell Investment Management
Alabama
$4.35M 264,906 -10,470 -4%
CTC
65
Central Trust Company
Missouri
$4.23M 257,463 +42,591 +20%
MML Investors Services
66
MML Investors Services
Massachusetts
$4.02M 244,383 +4,242 +2%
BTS
67
BB&T Securities
Virginia
$3.94M 239,586 +4,341 +2%
RIA
68
Regal Investment Advisors
Michigan
$3.85M 234,471 -81,534 -26%
NG
69
Northstar Group
New York
$3.85M 234,405 -13,005 -5%
SBL
70
Sargent Bickham Lagudis
Colorado
$3.8M 231,489 +217,752 +1,585%
BWM
71
Baystate Wealth Management
Massachusetts
$3.69M 220,827 -47,982 -18%
MNG
72
Manning & Napier Group
New York
– – – –
SAM
73
Smithbridge Asset Management
Pennsylvania
$3.59M 218,178 -22,812 -9%
FAAS
74
First Allied Advisory Services
California
$3.58M 217,368 -13,359 -6%
IA
75
IFP Advisors
Florida
$3.38M 205,557 +38,040 +23%
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