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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Frontier Wealth Management
Missouri
$1.72M -$1.21M -68,433 -41%
BFG
127
Bouchey Financial Group
New York
$1.6M -$296K -16,773 -16%
SBA
128
Secrest Blakey & Associates
North Carolina
$1.58M +$14.8K +837 +0.9%
AWM
129
AE Wealth Management
Kansas
$1.54M +$521K +29,466 +51%
RWM
130
RKL Wealth Management
Pennsylvania
$1.54M -$143K -8,118 -9%
SIA
131
Starfire Investment Advisers
Michigan
$1.54M +$189K +10,692 +14%
BP
132
Broadleaf Partners
Ohio
$1.5M +$144K +8,127 +11%
KIC
133
Keating Investment Counselors
Florida
$1.5M +$831K +47,025 +125%
NWS
134
Newport Wealth Strategies
California
$1.47M -$20.5K -1,233 -1%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.47M -$38.2K -2,163 -3%
ADL
136
Asset Dedication LLC
California
$1.46M -$461K -26,127 -24%
IAS
137
IMA Advisory Services
Colorado
$1.45M -$115K -6,519 -7%
FTS
138
Fifth Third Securities
Ohio
$1.44M +$1.44M +81,288 New
KWM
139
Kingsview Wealth Management
Oregon
$1.43M +$74.9K +4,239 +6%
MA
140
Mutual Advisors
Nebraska
$1.42M +$8.96K +507 +0.6%
AFP
141
Ausdal Financial Partners
Iowa
$1.42M -$61.4K -3,477 -4%
BCM
142
Breiter Capital Management
Florida
$1.41M -$99.4K -5,625 -7%
CA
143
Cetera Advisors
Colorado
$1.39M +$466K +26,322 +50%
RJA
144
Raymond James & Associates
Florida
$1.38M -$1.07M -60,576 -44%
SA
145
SRH Advisors
Kansas
$1.38M +$167K +9,432 +14%
AIP
146
Almanack Investment Partners
Pennsylvania
$1.36M -$287K -16,629 -17%
Bank of New York Mellon
147
Bank of New York Mellon
New York
$1.36M -$189K -10,683 -12%
CIA
148
Capital Investment Advisors
Georgia
$1.34M +$9.22K +522 +0.7%
SWP
149
Stratos Wealth Partners
Ohio
$1.34M -$760K -43,038 -36%
LFR
150
Lehman Financial Resources
Pennsylvania
$1.31M -$36.9K -2,091 -3%
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