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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$41.8M
2
ACM
2
Argent Capital Management
Missouri
$14.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$14.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$48.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.5M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
CSIA
2
Charles Schwab Investment Advisory
California
$372M
3
OIM
3
Opus Investment Management
Massachusetts
$10.7M
4
CWM
4
Cornerstone Wealth Management
Missouri
$209K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$35.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
76
Leavell Investment Management
Alabama
$4.57M 291,624 +13,902 +5%
AWS
77
AJ Wealth Strategies
New York
$4.53M 289,398 -2,265 -0.8%
HCP
78
Holt Capital Partners
Texas
$4.47M 285,381 +8,280 +3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$4.44M 283,230 +240,660 +565%
AT
80
Arden Trust
Delaware
$4.36M 278,514 +278,514 New
SMG
81
Spectrum Management Group
Indiana
$4.21M 269,055 -1,845 -0.7%
OIA
82
OneDigital Investment Advisors
Kansas
$4.14M 264,435 +224,787 +567%
NFG
83
Noven Financial Group
Colorado
$4.03M 257,589 -9,114 -3%
CFS
84
CRA Financial Services
New Jersey
$3.76M 240,168 +240,168 New
IA
85
IFP Advisors
Florida
$3.66M 235,548 +14,184 +6%
BTS
86
BB&T Securities
Virginia
$3.64M 232,320 -3,873 -2%
SAM
87
Smithbridge Asset Management
Pennsylvania
$3.63M 231,660 +8,205 +4%
RBCM
88
Raub Brock Capital Management
California
$3.58M 228,864 +210,342 +1,136%
FAAS
89
First Allied Advisory Services
California
$3.51M 224,214 -10,278 -4%
BWM
90
Baystate Wealth Management
Massachusetts
$3.5M 213,069 +9,690 +5%
LYV
91
Live Your Vision
Pennsylvania
$3.49M 216,213 +3,084 +1%
BC
92
Burleson & Co
California
$3.48M 201,882 +15,942 +9%
REMPR
93
Roof Eidam Maycock Peralta (REMP)
California
$3.48M 222,081 +24,237 +12%
EGWAG
94
Elwood & Goetz Wealth Advisory Group
Georgia
$3.46M 221,013 +221,013 New
LA
95
LVW Advisors
New York
$3.42M 218,451 +87,393 +67%
HFS
96
Howard Financial Services
Texas
$3.35M 213,912 +213,912 New
NG
97
Northstar Group
New York
$3.33M 212,598 -16,164 -7%
SFG
98
SNS Financial Group
Minnesota
$3.28M 209,514 +185,031 +756%
VDI
99
Vaughan David Investments
Illinois
$3.19M 203,640 +63,219 +45%
SS
100
Simplicity Solutions
Minnesota
$3.15M 201,321 +201,321 New
2 3
4
5 6