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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 %
HA
126
Harborview Advisors
Maine
$1.55M 30,253 +30,253 New
SBA
127
Secrest Blakey & Associates
North Carolina
$1.51M 29,532 +29,532 New
Jane Street
128
Jane Street
New York
$1.48M 28,929 -38,682 -57%
NF
129
Nikulski Financial
Iowa
$1.48M 28,861 +28,861 New
FAIM
130
Financial Advocates Investment Management
Washington
$1.45M 28,400 +28,400 New
RWM
131
Rench Wealth Management
Texas
$1.45M 28,278 +2,406 +9%
PWSG
132
Pacific Wealth Strategies Group
California
$1.44M 28,098 -2,710 -9%
PRS
133
Pinkerton Retirement Specialists
Idaho
$1.44M 28,020 +28,020 New
FIM
134
Frontier Investment Management
Texas
$1.37M 26,791 +420 +2%
KM
135
Kalos Management
Georgia
$1.37M 27,314 +27,314 New
WI
136
Wintrust Investments
Illinois
$1.33M 26,017 +7,699 +42%
SCM
137
Silver Capital Management
New York
$1.33M 25,890 +900 +4%
LRPA
138
L. Roy Papp & Associates
Arizona
$1.32M 25,838 +25,838 New
MAS
139
Madden Advisory Services
Florida
$1.3M 25,418 -1,693 -6%
TRCT
140
Tower Research Capital (TRC)
New York
$1.28M 24,912 -51,575 -67%
BFPW
141
BOK Financial Private Wealth
Colorado
$1.26M 24,594 – –
Citadel Advisors
142
Citadel Advisors
Florida
$1.25M 24,445 +24,445 New
CIA
143
Capital Investment Advisors
Georgia
$1.23M 24,065 +641 +3%
LNB
144
Ledyard National Bank
$1.22M 23,800 – –
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$1.19M 23,176 +154 +0.7%
SFG
146
StrategIQ Financial Group
Indiana
$1.14M 22,330 -639 -3%
OA
147
Opes Advisors
California
$1.14M 22,321 +695 +3%
CA
148
Calton & Associates
Florida
$1.11M 20,691 +20,691 New
KWM
149
Kingsview Wealth Management
Oregon
$1.1M 21,549 +1,644 +8%
SFG
150
Sage Financial Group
Pennsylvania
$1.1M 21,525 -150 -0.7%
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