SCHD icon

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$2.6M 146,997 +68,616 +88%
PEA
102
Pacific Edge Advisors
California
$2.56M 144,690 -4,770 -3%
VDI
103
Vaughan David Investments
Illinois
$2.48M 140,421 +33,189 +31%
SWM
104
Stockman Wealth Management
Montana
$2.43M 137,616 -1,290 -0.9%
BSB
105
Bangor Savings Bank
Maine
$2.4M 135,954 +14,049 +12%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.34M 132,078 +4,290 +3%
LA
107
LVW Advisors
New York
$2.32M 131,058 +36,081 +38%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$2.16M 122,394 +6,564 +6%
FC
109
Financial Consulate
Maryland
$2.13M 120,759 +288 +0.2%
HA
110
Hamel Associates
New Jersey
$2.11M 119,430 -1,182 -1%
ECML
111
Eagle Capital Management (Louisiana)
Louisiana
$2.09M 118,344 +15,225 +15%
NF
112
Nikulski Financial
Iowa
$2.06M 123,753 +2,139 +2%
EVC
113
Eidelman Virant Capital
Missouri
$2.04M 115,587 +195 +0.2%
FAIM
114
Financial Advocates Investment Management
Washington
$1.98M 111,801 +153 +0.1%
ODCM
115
Old Dominion Capital Management
Virginia
$1.97M 111,645 +111,645 New
SSI
116
Scott & Selber Inc
Texas
$1.89M 107,001 +5,172 +5%
PWA
117
Providence Wealth Advisors
Illinois
$1.88M 106,401 -2,469 -2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1.84M 104,298 -1,020 -1%
BCM
119
Brasada Capital Management
Texas
$1.84M 104,274 -9,819 -9%
CA
120
Cambridge Advisors
Nebraska
$1.84M 104,142 +1,227 +1%
AA
121
Apriem Advisors
California
$1.84M 104,010 – –
Citadel Advisors
122
Citadel Advisors
Florida
$1.8M 101,928 +101,928 New
PA
123
PFG Advisors
Arizona
$1.76M 105,159 +14,700 +16%
ACM
124
Alpha Capital Management
Texas
$1.76M 99,399 +282 +0.3%
FIM
125
Frontier Investment Management
Texas
$1.75M 98,868 +2,352 +2%
3 4
5
6 7