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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SWM
51
SVA Wealth Management
Wisconsin
$7.22M 408,384 -7,620 -2%
CMP
52
Courage Miller Partners
Virginia
$6.9M 390,648 -2,148 -0.5%
AWMG
53
Alliance Wealth Management Group
New Jersey
$6.26M 354,336 -9,021 -2%
TCM
54
Towercrest Capital Management
Pennsylvania
$6.26M 354,336 -9,021 -2%
RIA
55
Regal Investment Advisors
Michigan
$6.22M 352,059 +117,588 +50%
MNG
56
Manning & Napier Group
New York
– – – –
FCAS
57
First Command Advisory Services
Texas
$5.61M 318,210 +35,784 +13%
LPT
58
Legacy Private Trust
Wisconsin
$5.4M 305,613 +2,370 +0.8%
DBRC
59
D.B. Root & Company
Pennsylvania
$5.39M 304,896 +15,141 +5%
KIA
60
KCM Investment Advisors
California
$5.39M 304,836 -7,020 -2%
APA
61
American Portfolios Advisors
New York
$5.32M 301,290 +184,281 +157%
SBL
62
Sargent Bickham Lagudis
Colorado
$5.3M 299,919 +68,430 +30%
DP
63
Denver PWM
Colorado
$5.28M 310,239 +310,239 New
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$5.22M 295,356 +205,413 +228%
KBFS
65
Kohmann Bosshard Financial Services
Ohio
$5.19M 293,886 +12,702 +5%
VNA
66
Valley National Advisers
Pennsylvania
$5.18M 293,148 -87,699 -23%
AWS
67
AJ Wealth Strategies
New York
$5.15M 291,663 -2,784 -0.9%
CWM
68
Cornerstone Wealth Management
Missouri
$4.91M 698,967 -34,836 -5%
LIM
69
Leavell Investment Management
Alabama
$4.91M 277,722 +12,816 +5%
HCP
70
Holt Capital Partners
Texas
$4.9M 277,101 -4,185 -1%
SMG
71
Spectrum Management Group
Indiana
$4.79M 270,900 -50,919 -16%
NFG
72
Noven Financial Group
Colorado
$4.71M 266,703 -12,873 -5%
CTC
73
Central Trust Company
Missouri
$4.64M 262,713 +5,250 +2%
WP
74
WealthPLAN Partners
Nebraska
$4.38M 264,774 -2,556 -1%
QAM
75
Q3 Asset Management
Michigan
$4.37M 247,005 +247,005 New
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