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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NF
101
Nikulski Financial
Iowa
$2M 121,614 +7,992 +7%
HA
102
Hamel Associates
New Jersey
$1.98M 120,612 +795 +0.7%
FC
103
Financial Consulate
Maryland
$1.98M 120,471 -516 -0.4%
SWP
104
Stratos Wealth Partners
Ohio
$1.95M 118,851 -283,524 -70%
APA
105
American Portfolios Advisors
New York
$1.92M 117,009 +13,971 +14%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$1.9M 115,830 +804 +0.7%
EVC
107
Eidelman Virant Capital
Missouri
$1.9M 115,392 -5,574 -5%
BCM
108
Brasada Capital Management
Texas
$1.88M 114,093 -9,921 -8%
FAIM
109
Financial Advocates Investment Management
Washington
$1.83M 111,648 +12,627 +13%
ADL
110
Asset Dedication LLC
California
$1.79M 108,969 +53,778 +97%
PWA
111
Providence Wealth Advisors
Illinois
$1.79M 108,870 +108,870 New
BFG
112
Bouchey Financial Group
New York
$1.77M 107,583 +2,100 +2%
VDI
113
Vaughan David Investments
Illinois
$1.76M 107,232 +53,376 +99%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$1.73M 105,318 +3,549 +3%
AA
115
Apriem Advisors
California
$1.71M 104,010 +61,365 +144%
ECML
116
Eagle Capital Management (Louisiana)
Louisiana
$1.69M 103,119 -1,326 -1%
CA
117
Cambridge Advisors
Nebraska
$1.69M 102,915 -7,500 -7%
OA
118
Outfitter Advisors
Virginia
$1.69M 102,645 +5,850 +6%
SSI
119
Scott & Selber Inc
Texas
$1.67M 101,829 -1,695 -2%
ACM
120
Alpha Capital Management
Texas
$1.63M 99,117 -29,136 -23%
FIM
121
Frontier Investment Management
Texas
$1.59M 96,516 +8,778 +10%
AIP
122
Almanack Investment Partners
Pennsylvania
$1.57M 95,430 -172,155 -64%
RWM
123
RKL Wealth Management
Pennsylvania
$1.56M 95,175 -9,411 -9%
LA
124
LVW Advisors
New York
$1.56M 94,977 +19,710 +26%
PA
125
PFG Advisors
Arizona
$1.49M 90,459 +26,847 +42%
3 4
5
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