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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
$1.48M +$17.6K +1,074 +1%
NWS
127
Newport Wealth Strategies
California
$1.48M -$1.49M -90,480 -50%
SGAM
128
Steinberg Global Asset Management
Florida
$1.47M +$105K +6,405 +8%
Jane Street
129
Jane Street
New York
$1.47M +$558K +33,984 +61%
IAS
130
IMA Advisory Services
Colorado
$1.46M -$361K -21,948 -20%
SBA
131
Secrest Blakey & Associates
North Carolina
$1.45M +$35.9K +2,187 +3%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$1.44M +$176K +10,677 +14%
BCM
133
Breiter Capital Management
Florida
$1.41M -$41.1K -2,502 -3%
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4M -$471K -28,662 -25%
AFP
135
Ausdal Financial Partners
Iowa
$1.38M +$261K +15,882 +23%
MA
136
Mutual Advisors
Nebraska
$1.31M +$79.9K +4,863 +6%
Creative Planning
137
Creative Planning
Kansas
$1.29M -$77.5K -4,716 -6%
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$1.29M -$263K -16,014 -17%
HA
139
Harborview Advisors
Maine
$1.26M -$194K -11,808 -13%
BP
140
Broadleaf Partners
Ohio
$1.26M +$115K +7,014 +10%
SWM
141
SeaCrest Wealth Management
New York
$1.26M -$3.6K -219 -0.3%
KWM
142
Kingsview Wealth Management
Oregon
$1.26M +$146K +8,865 +13%
SIA
143
Starfire Investment Advisers
Michigan
$1.25M +$1.01M +61,656 +423%
LFR
144
Lehman Financial Resources
Pennsylvania
$1.25M +$119K +7,218 +10%
CIA
145
Capital Investment Advisors
Georgia
$1.24M +$17.2K +1,044 +1%
CA
146
Calton & Associates
Florida
$1.22M +$42.4K +2,448 +4%
BFPW
147
BOK Financial Private Wealth
Colorado
$1.21M – – –
RWM
148
Rench Wealth Management
Texas
$1.19M -$174K -10,605 -13%
FFWA
149
FRG Family Wealth Advisors
Washington
$1.17M +$59.9K +3,645 +5%
LNB
150
Ledyard National Bank
$1.17M – – –
4 5
6
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