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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 Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
SevenBridge Financial Group
Pennsylvania
$3.14M +$261K +16,689 +9%
AF
102
Advisornet Financial
Minnesota
$3.12M +$270K +17,238 +9%
PAG
103
Private Advisor Group
New Jersey
$3.12M +$96K +6,132 +3%
AOWM
104
Alpha Omega Wealth Management
Virginia
$3.12M +$118K +7,554 +4%
SFS
105
Sowell Financial Services
Arkansas
$3.11M +$3.11M +198,759 New
JIC
106
JRM Investment Counsel
Nebraska
$2.93M +$14.6K +933 +0.5%
NWS
107
Newport Wealth Strategies
California
$2.83M +$1.4M +87,567 +99%
SFWC
108
Strategic Family Wealth Counselors
New Jersey
$2.69M +$2.69M +171,735 New
SFWA
109
Summit Financial Wealth Advisors
Louisiana
$2.67M -$61.6K -3,936 -2%
ST
110
Smithfield Trust
Pennsylvania
$2.62M +$2.33M +148,557 +789%
PD
111
Planning Directions
Pennsylvania
$2.62M +$67.6K +4,317 +3%
WCM
112
Weatherstone Capital Management
Colorado
$2.6M +$2.6M +146,976 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$655K +41,817 +34%
FA
114
Fagan Associates
New York
$2.57M -$41.3K -2,640 -2%
NIC
115
Northwest Investment Counselors
Oregon
$2.56M +$134K +8,538 +6%
RC
116
Roundview Capital
New Jersey
$2.51M +$77.7K +4,965 +3%
OPA
117
Old Port Advisors
Maine
$2.46M +$2.46M +152,091 New
DLCIG
118
D.L. Carlson Investment Group
New Hampshire
$2.45M +$96K +6,129 +4%
ACG
119
Allen Capital Group
Nebraska
$2.41M -$1.92K -117 -0.1%
CWM
120
Centric Wealth Management
Illinois
$2.39M +$2.39M +152,577 New
PA
121
PFG Advisors
Arizona
$2.33M +$540K +31,764 +30%
MCM
122
Maxim Capital Management
California
$2.18M +$2.18M +139,482 New
SWM
123
Stockman Wealth Management
Montana
$2.18M +$25.8K +1,647 +1%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$2.09M +$21.5K +1,371 +1%
BSB
125
Bangor Savings Bank
Maine
$2.09M -$42.4K -2,706 -2%
3 4
5
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