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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 %
OA
101
Outfitter Advisors
Virginia
$2.18M 42,665 +175 +0.4%
TW
102
Transform Wealth
Colorado
$2.13M 41,523 -3,959 -9%
FC
103
Financial Consulate
Maryland
$2.09M 40,860 +2,702 +7%
HA
104
Hamel Associates
New Jersey
$2.08M 40,607 -848 -2%
FWM
105
Frontier Wealth Management
Missouri
$2.07M 40,474 -7,056 -15%
EVC
106
Eidelman Virant Capital
Missouri
$2.06M 40,335 -10,226 -20%
REMPR
107
Roof Eidam Maycock Peralta (REMP)
California
$2.05M 40,148 +1,230 +3%
ACM
108
Alpha Capital Management
Texas
$2M 39,069 +18,249 +88%
MML Investors Services
109
MML Investors Services
Massachusetts
$1.98M 38,781 +24,510 +172%
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.94M 37,813 -856 -2%
IAS
111
IMA Advisory Services
Colorado
$1.92M 37,580 -2,801 -7%
RWM
112
RKL Wealth Management
Pennsylvania
$1.89M 36,850 -2,369 -6%
PAG
113
Private Advisor Group
New Jersey
$1.87M 35,983 -14,537 -29%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$1.85M 34,925 +34,925 New
SSI
115
Scott & Selber Inc
Texas
$1.82M 35,651 +1,497 +4%
SWP
116
Stratos Wealth Partners
Ohio
$1.73M 33,704 -69,664 -67%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.72M 33,507 +22,875 +215%
SGAM
118
Steinberg Global Asset Management
Florida
$1.71M 33,397 +1,218 +4%
BTS
119
BB&T Securities
Virginia
$1.7M 33,249 +1,140 +4%
CS
120
Credit Suisse
Switzerland
$1.67M 32,583 +32,583 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1.66M 32,359 -1,000 -3%
BCM
122
Breiter Capital Management
Florida
$1.63M 31,899 +31,899 New
CA
123
Cambridge Advisors
Nebraska
$1.57M 30,630 -1,781 -5%
TYCC
124
Texas Yale Capital Corp
Florida
$1.56M 30,549 +47 +0.2%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$1.55M 30,349 -16,268 -35%
3 4
5
6 7