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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Advisornet Financial
Minnesota
$3.33M -$475K -28,917 -12%
LYV
77
Live Your Vision
Pennsylvania
$3.33M +$60.1K +3,597 +2%
SFWA
78
Summit Financial Wealth Advisors
Louisiana
$3.3M – – –
JIC
79
JRM Investment Counsel
Nebraska
$3.19M -$1.09M -66,267 -25%
AOWM
80
Alpha Omega Wealth Management
Virginia
$2.99M +$394K +23,961 +15%
REMPR
81
Roof Eidam Maycock Peralta (REMP)
California
$2.92M +$860K +52,350 +42%
AIM
82
Arcadia Investment Management
Michigan
$2.9M +$481K +29,250 +20%
BC
83
Burleson & Co
California
$2.89M +$170K +10,350 +6%
FA
84
Fagan Associates
New York
$2.8M -$128K -7,794 -4%
WC
85
Westwind Capital
New Mexico
$2.77M -$5.37M -326,673 -66%
FWM
86
Frontier Wealth Management
Missouri
$2.72M +$531K +32,304 +24%
PD
87
Planning Directions
Pennsylvania
$2.66M +$83.3K +5,070 +3%
RC
88
Roundview Capital
New Jersey
$2.62M +$33.4K +2,034 +1%
DLCIG
89
D.L. Carlson Investment Group
New Hampshire
$2.54M +$1.92K +117 +0.1%
SFG
90
SevenBridge Financial Group
Pennsylvania
$2.52M +$96.8K +5,892 +4%
PEA
91
Pacific Edge Advisors
California
$2.46M -$59.2K -3,600 -2%
NIC
92
Northwest Investment Counselors
Oregon
$2.46M +$42.1K +2,562 +2%
OPA
93
Old Port Advisors
Maine
$2.44M +$2.44M +148,674 New
ACG
94
Allen Capital Group
Nebraska
$2.44M +$107K +6,528 +5%
SWM
95
Stockman Wealth Management
Montana
$2.28M -$62.3K -3,792 -3%
RJA
96
Raymond James & Associates
Florida
$2.28M -$6.64M -403,953 -74%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$2.1M -$239K -14,514 -10%
JWS
98
Juncture Wealth Strategies
Arizona
$2.08M -$36.1K -2,196 -2%
PAG
99
Private Advisor Group
New Jersey
$2.06M +$927K +56,514 +82%
BSB
100
Bangor Savings Bank
Maine
$2M -$24.8K -1,512 -1%
2 3
4
5 6