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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.

New
Increased
Maintained
Reduced
Closed
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 %
BCM
101
Brasada Capital Management
Texas
$2.03M +$2.03M +124,014 New
BSB
102
Bangor Savings Bank
Maine
$2.02M -$174K -10,620 -8%
FC
103
Financial Consulate
Maryland
$1.98M -$26K -1,593 -1%
EVC
104
Eidelman Virant Capital
Missouri
$1.98M -$637 -39 -0%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.97M -$1.49M -91,461 -43%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$237K +14,505 +14%
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.86M +$7.6K +465 +0.4%
NF
108
Nikulski Financial
Iowa
$1.86M +$442K +27,039 +31%
TW
109
Transform Wealth
Colorado
$1.84M -$194K -11,847 -10%
IAS
110
IMA Advisory Services
Colorado
$1.81M -$35.1K -2,148 -2%
CA
111
Cambridge Advisors
Nebraska
$1.81M +$303K +18,525 +20%
BFG
112
Bouchey Financial Group
New York
$1.72M +$1.24M +76,005 +258%
RWM
113
RKL Wealth Management
Pennsylvania
$1.71M -$97.6K -5,964 -5%
ECML
114
Eagle Capital Management (Louisiana)
Louisiana
$1.71M -$522K -31,926 -23%
SSI
115
Scott & Selber Inc
Texas
$1.69M -$56K -3,429 -3%
APA
116
American Portfolios Advisors
New York
$1.68M +$772K +47,247 +85%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$1.62M +$74.9K +4,692 +5%
FAIM
118
Financial Advocates Investment Management
Washington
$1.62M +$226K +13,821 +16%
OA
119
Outfitter Advisors
Virginia
$1.58M -$510K -31,200 -24%
KFGK
120
Keystone Financial Group (Kentucky)
Kentucky
$1.51M -$164K -10,278 -10%
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$1.45M -$35.6K -2,178 -2%
HA
122
Harborview Advisors
Maine
$1.45M -$37.1K -2,268 -2%
BCM
123
Breiter Capital Management
Florida
$1.44M -$125K -7,638 -8%
FIM
124
Frontier Investment Management
Texas
$1.43M +$120K +7,365 +9%
SBA
125
Secrest Blakey & Associates
North Carolina
$1.41M -$39.6K -2,424 -3%
3 4
5
6 7