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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 %
LCM
151
Liberty Capital Management
Michigan
$1.1M 20,817 -2,848 -12%
LA
152
LVW Advisors
New York
$1.09M 21,312 -66 -0.3%
AA
153
Apriem Advisors
California
$1.08M 21,165 -1,420 -6%
BP
154
Broadleaf Partners
Ohio
$1.07M 20,968 +20,968 New
FFWA
155
FRG Family Wealth Advisors
Washington
$1.07M 20,865 +980 +5%
SA
156
SRH Advisors
Kansas
$1.06M 20,743 +3,980 +24%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$1.06M 20,649 +20,649 New
VCAM
158
Van Cleef Asset Management
Ohio
$1.04M 20,389 -1,680 -8%
CWS
159
Cypress Wealth Services
California
$1.02M 19,951 +19,951 New
Creative Planning
160
Creative Planning
Kansas
$1.01M 19,710 -12,246 -38%
MWAC
161
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.01M 19,702 -508 -3%
SWM
162
SeaCrest Wealth Management
New York
$994K 19,417 +19,417 New
MWP
163
MYCIO Wealth Partners
Pennsylvania
$985K 19,256 +2,521 +15%
SLA
164
Silver Lake Advisory
Utah
$975K 19,045 +358 +2%
MA
165
Mutual Advisors
Nebraska
$965K 18,866 +18,866 New
WFG
166
Wills Financial Group
Virginia
$959K 18,758 +517 +3%
VCWA
167
Vanguard Capital Wealth Advisors
Colorado
$956K 18,678 +18,678 New
APA
168
American Portfolios Advisors
New York
$952K 18,597 +18,597 New
AFP
169
Ausdal Financial Partners
Iowa
$930K 18,166 +1,569 +9%
NGA
170
Naples Global Advisors
Florida
$903K 17,642 +515 +3%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$887K 17,329 +285 +2%
BCMO
172
Buckingham Capital Management (Ohio)
Ohio
$879K 17,180 -381 -2%
SFSG
173
Stearns Financial Services Group
North Carolina
$862K 16,848 +380 +2%
PWM
174
Paulson Wealth Management
Illinois
$859K 16,788 +16,788 New
CFA
175
Carroll Financial Associates
North Carolina
$854K 16,690 +1,966 +13%
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