SCHD icon

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 %
PCM
76
Price Capital Management
Louisiana
$3.73M 72,936 +72,936 New
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$3.61M 70,627 +28,051 +66%
FAAS
78
First Allied Advisory Services
California
$3.59M 70,358 +4,911 +8%
SFWA
79
Summit Financial Wealth Advisors
Louisiana
$3.58M 69,876 -234 -0.3%
LYV
80
Live Your Vision
Pennsylvania
$3.47M 65,002 -12,413 -16%
HighTower Advisors
81
HighTower Advisors
Illinois
$3.42M 66,805 +53,183 +390%
NWS
82
Newport Wealth Strategies
California
$3.36M 62,867 +62,867 New
AWS
83
AJ Wealth Strategies
New York
$3.35M 65,495 +11,677 +22%
KBFS
84
Kohmann Bosshard Financial Services
Ohio
$3.21M 62,721 +45,567 +266%
IA
85
IFP Advisors
Florida
$2.86M 55,839 +422 +0.8%
RC
86
Roundview Capital
New Jersey
$2.8M 54,794 +5,131 +10%
AOWM
87
Alpha Omega Wealth Management
Virginia
$2.78M 54,403 -128 -0.2%
BC
88
Burleson & Co
California
$2.68M 52,435 +52,435 New
SFG
89
SevenBridge Financial Group
Pennsylvania
$2.51M 49,018 +489 +1%
DLCIG
90
D.L. Carlson Investment Group
New Hampshire
$2.5M 48,913 -596 -1%
NIC
91
Northwest Investment Counselors
Oregon
$2.46M 48,010 +11,780 +33%
SWM
92
Stockman Wealth Management
Montana
$2.44M 47,763 -3,465 -7%
ACG
93
Allen Capital Group
Nebraska
$2.42M 47,257 +47,257 New
PEA
94
Pacific Edge Advisors
California
$2.38M 46,570 +46,570 New
CCMW
95
Cypress Capital Management (Wyoming)
Wyoming
$2.38M 46,540 +650 +1%
ECML
96
Eagle Capital Management (Louisiana)
Louisiana
$2.33M 45,457 +264 +0.6%
RBCM
97
Raub Brock Capital Management
California
$2.33M 45,455 +45,455 New
BSB
98
Bangor Savings Bank
Maine
$2.29M 44,679 -604 -1%
JWS
99
Juncture Wealth Strategies
Arizona
$2.27M 44,380 +217 +0.5%
AIM
100
Arcadia Investment Management
Michigan
$2.23M 43,607 +1,622 +4%
2 3
4
5 6