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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 Holding Trade Value Shares
Change 		Shares
Change %
BTS
76
BB&T Securities
Virginia
$4.17M -$59.9K -3,393 -1%
FAAS
77
First Allied Advisory Services
California
$4.15M +$303K +17,124 +8%
NG
78
Northstar Group
New York
$4.04M -$99.7K -5,643 -2%
SAM
79
Smithbridge Asset Management
Pennsylvania
$3.95M +$93.2K +5,277 +2%
IA
80
IFP Advisors
Florida
$3.91M +$279K +15,807 +8%
LYV
81
Live Your Vision
Pennsylvania
$3.77M +$245K +13,869 +7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$2.35M +133,209 +199%
REMPR
83
Roof Eidam Maycock Peralta (REMP)
California
$3.5M +$356K +20,160 +11%
BWM
84
Baystate Wealth Management
Massachusetts
$3.49M -$299K -17,448 -8%
PAG
85
Private Advisor Group
New Jersey
$3.41M +$1.19M +67,080 +53%
AOWM
86
Alpha Omega Wealth Management
Virginia
$3.38M +$168K +9,483 +5%
JFA
87
JNBA Financial Advisors
Minnesota
$3.38M +$2.14M +120,948 +172%
JIC
88
JRM Investment Counsel
Nebraska
$3.29M -$138K -7,797 -4%
SFG
89
SevenBridge Financial Group
Pennsylvania
$3.25M +$533K +30,165 +20%
AF
90
Advisornet Financial
Minnesota
$3.22M -$367K -20,784 -10%
AIM
91
Arcadia Investment Management
Michigan
$3.15M +$24.8K +1,401 +0.8%
BC
92
Burleson & Co
California
$3.14M +$167K +9,903 +6%
FA
93
Fagan Associates
New York
$2.94M -$64.2K -3,633 -2%
SFWA
94
Summit Financial Wealth Advisors
Louisiana
$2.93M -$466K -27,705 -14%
PD
95
Planning Directions
Pennsylvania
$2.88M +$18.3K +1,038 +0.6%
RC
96
Roundview Capital
New Jersey
$2.75M -$68.5K -3,879 -2%
NIC
97
Northwest Investment Counselors
Oregon
$2.74M +$98.9K +5,598 +4%
JWS
98
Juncture Wealth Strategies
Arizona
$2.67M +$428K +24,210 +19%
DLCIG
99
D.L. Carlson Investment Group
New Hampshire
$2.66M -$72.3K -4,092 -3%
ACG
100
Allen Capital Group
Nebraska
$2.6M -$22.5K -1,275 -0.9%
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