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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 %
TW
151
Transform Wealth
Colorado
$1.17M -$680K -41,394 -37%
JFA
152
JNBA Financial Advisors
Minnesota
$1.16M +$594K +36,138 +105%
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$1.16M +$9.51K +579 +0.8%
PC
154
Palo Capital
California
$1.15M +$2.66K +162 +0.2%
MAS
155
Madden Advisory Services
Florida
$1.15M -$88.3K -5,376 -7%
CWM
156
Chesapeake Wealth Management
Virginia
$1.15M -$72.2K -4,395 -6%
TYCC
157
Texas Yale Capital Corp
Florida
$1.15M – – –
PRS
158
Pinkerton Retirement Specialists
Idaho
$1.14M -$112K -6,834 -9%
SA
159
SRH Advisors
Kansas
$1.13M +$77K +4,686 +7%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$1.1M +66,969 New
PCG
161
Private Capital Group
Connecticut
$1.09M -$6.16K -375 -0.6%
MWP
162
MYCIO Wealth Partners
Pennsylvania
$1.08M +$30.2K +1,836 +3%
PWSG
163
Pacific Wealth Strategies Group
California
$1.08M -$87.7K -5,340 -8%
ACM
164
AlphaStar Capital Management
North Carolina
$1.06M +$203K +12,372 +24%
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M -$11.1K -678 -1%
CWS
166
Cypress Wealth Services
California
$1.06M -$6.36K -387 -0.6%
OA
167
Opes Advisors
California
$1.05M -$2.12K -129 -0.2%
NGA
168
Naples Global Advisors
Florida
$1.04M +$131K +7,950 +14%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.03M +$344K +20,940 +50%
ALIONA
170
Allianz Life Insurance of North America
Minnesota
$1.03M +$226K +13,767 +28%
LCM
171
Liberty Capital Management
Michigan
$1M – – –
WFG
172
Wills Financial Group
Virginia
$997K +$62.2K +3,786 +7%
SFG
173
Sage Financial Group
Pennsylvania
$981K -$29.5K -1,794 -3%
KM
174
Kalos Management
Georgia
$978K +$87.2K +5,073 +10%
VCAM
175
Van Cleef Asset Management
Ohio
$975K -$32.8K -1,995 -3%
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