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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
Wealthfront
California
$273M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$34.4M
3
CSIA
Charles Schwab Investment Advisory
California
$386M
4
WC
Westwind Capital
New Mexico
$8.1M
5
UBS Group
UBS Group
Switzerland
$53.6M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
$0
2
MIH
Madison Investment Holdings
Wisconsin
$29M
3
AI
Atria Investments
North Carolina
$375K
4
SMG
Spectrum Management Group
Indiana
$15.8M
5
MNG
Manning & Napier Group
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
126
Steinberg Global Asset Management
Florida
$1.36M -$276K -16,899 -17%
Creative Planning
127
Creative Planning
Kansas
$1.36M +$392K +23,967 +41%
RWM
128
Rench Wealth Management
Texas
$1.35M -$32.6K -1,995 -2%
TRCT
129
Tower Research Capital (TRC)
New York
$1.29M +$63.3K +3,873 +5%
Bank of New York Mellon
130
Bank of New York Mellon
New York
$1.26M +$246K +15,039 +24%
SWM
131
SeaCrest Wealth Management
New York
$1.25M +$302K +18,462 +32%
PRS
132
Pinkerton Retirement Specialists
Idaho
$1.24M -$129K -7,914 -9%
LRPA
133
L. Roy Papp & Associates
Arizona
$1.24M -$28.3K -1,728 -2%
MAS
134
Madden Advisory Services
Florida
$1.23M -$15.3K -936 -1%
LA
135
LVW Advisors
New York
$1.23M +$185K +11,331 +18%
MA
136
Mutual Advisors
Nebraska
$1.23M +$301K +18,429 +33%
CIA
137
Capital Investment Advisors
Georgia
$1.22M +$38.1K +2,334 +3%
CWM
138
Chesapeake Wealth Management
Virginia
$1.22M +$1.22M +74,319 New
BFPW
139
BOK Financial Private Wealth
Colorado
$1.21M – – –
LNB
140
Ledyard National Bank
$1.17M – – –
PWSG
141
Pacific Wealth Strategies Group
California
$1.16M -$217K -13,269 -16%
PC
142
Palo Capital
California
$1.14M +$1.14M +69,990 New
TYCC
143
Texas Yale Capital Corp
Florida
$1.14M -$355K -21,720 -24%
Luther King Capital Management (LKCM)
144
Luther King Capital Management (LKCM)
Texas
$1.14M +$6.13K +375 +0.5%
BP
145
Broadleaf Partners
Ohio
$1.14M +$108K +6,630 +11%
PAG
146
Private Advisor Group
New Jersey
$1.13M -$632K -38,658 -36%
LFR
147
Lehman Financial Resources
Pennsylvania
$1.13M +$1.13M +68,982 New
CA
148
Calton & Associates
Florida
$1.11M +$96.9K +5,934 +10%
AFP
149
Ausdal Financial Partners
Iowa
$1.11M +$219K +13,383 +25%
FFWA
150
FRG Family Wealth Advisors
Washington
$1.11M +$85.1K +5,205 +8%
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