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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.

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 %
AF
76
Advisornet Financial
Minnesota
$3.79M -$227K -13,905 -6%
FAAS
77
First Allied Advisory Services
California
$3.78M +$322K +19,653 +9%
MNG
78
Manning & Napier Group
New York
$3.59M -$5.82M – –
CTC
79
Central Trust Company
Missouri
$3.51M +$3.51M +214,872 New
SFWA
80
Summit Financial Wealth Advisors
Louisiana
$3.3M -$125K -7,665 -4%
LYV
81
Live Your Vision
Pennsylvania
$3.2M +$10.8K +657 +0.3%
NWS
82
Newport Wealth Strategies
California
$2.95M -$134K -8,217 -4%
IA
83
IFP Advisors
Florida
$2.86M – – –
BC
84
Burleson & Co
California
$2.71M +$137K +8,382 +5%
AOWM
85
Alpha Omega Wealth Management
Virginia
$2.58M -$84.8K -5,190 -3%
RC
86
Roundview Capital
New Jersey
$2.57M -$114K -6,972 -4%
PD
87
Planning Directions
Pennsylvania
$2.56M +$2.56M +156,603 New
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$2.53M +$128K +7,830 +5%
PEA
89
Pacific Edge Advisors
California
$2.5M +$218K +13,350 +10%
SFG
90
SevenBridge Financial Group
Pennsylvania
$2.41M +$10K +612 +0.4%
AIM
91
Arcadia Investment Management
Michigan
$2.41M +$272K +16,668 +13%
NIC
92
Northwest Investment Counselors
Oregon
$2.4M +$47K +2,874 +2%
SWM
93
Stockman Wealth Management
Montana
$2.33M -$9.66K -591 -0.4%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$2.33M +$2.13M +130,371 +1,093%
ACG
95
Allen Capital Group
Nebraska
$2.32M -$784 -48 -0%
CCMW
96
Cypress Capital Management (Wyoming)
Wyoming
$2.3M +$20.4K +1,248 +0.9%
FWM
97
Frontier Wealth Management
Missouri
$2.18M +$197K +12,045 +10%
JWS
98
Juncture Wealth Strategies
Arizona
$2.11M -$67.1K -4,107 -3%
ACM
99
Alpha Capital Management
Texas
$2.1M +$181K +11,046 +9%
REMPR
100
Roof Eidam Maycock Peralta (REMP)
California
$2.05M +$79.9K +4,890 +4%
2 3
4
5 6