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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
Pinkerton Retirement Specialists
Idaho
$27.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.7M
3
Ameriprise
Ameriprise
Minnesota
$49.6M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$51M
5
Jane Street
Jane Street
New York
$10.9M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M
2
W
Wealthfront
California
$264M
3
PAI
Pittenger & Anderson Inc
Nebraska
$8.83M
4
UBS AM
UBS AM
Illinois
$31.7K
5
MNG
Manning & Napier Group
New York
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
151
FRG Family Wealth Advisors
Washington
$1.3M +$35.2K +1,995 +3%
BFPW
152
BOK Financial Private Wealth
Colorado
$1.28M -$20.3K -1,149 -2%
CWM
153
Chesapeake Wealth Management
Virginia
$1.27M +$30.3K +1,716 +2%
LNB
154
Ledyard National Bank
$1.26M – – –
TYCC
155
Texas Yale Capital Corp
Florida
$1.26M +$20.7K +1,173 +2%
Luther King Capital Management (LKCM)
156
Luther King Capital Management (LKCM)
Texas
$1.25M -$1.16M -70,482 Closed
PC
157
Palo Capital
California
$1.23M -$9.38K -531 -0.8%
PWSG
158
Pacific Wealth Strategies Group
California
$1.22M +$62.1K +3,516 +5%
SWM
159
SeaCrest Wealth Management
New York
$1.22M -$131K -7,416 -10%
CA
160
Calton & Associates
Florida
$1.21M -$33.9K -1,920 -3%
KFGK
161
Keystone Financial Group (Kentucky)
Kentucky
$1.2M -$188K -10,611 -14%
MAS
162
Madden Advisory Services
Florida
$1.2M -$32.7K -1,854 -3%
NGA
163
Naples Global Advisors
Florida
$1.16M +$47.1K +2,667 +4%
PCG
164
Private Capital Group
Connecticut
$1.16M -$19.3K -1,092 -2%
WFG
165
Wills Financial Group
Virginia
$1.14M +$69.3K +3,927 +6%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$1.14M +$465K +26,346 +69%
BCI
167
Brinker Capital Investments
Pennsylvania
$1.11M -$2.49K -141 -0.2%
HA
168
Harborview Advisors
Maine
$1.11M -$248K -14,067 -18%
OA
169
Opes Advisors
California
$1.09M -$39.8K -2,253 -4%
SLA
170
Silver Lake Advisory
Utah
$1.07M +$120K +6,774 +13%
ML
171
McAdam LLC
Pennsylvania
$1.06M +$17.8K +1,002 +2%
LCM
172
Liberty Capital Management
Michigan
$1.06M -$15.3K -867 -1%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$1.05M +$101K +5,694 +11%
CPA
174
Clear Perspective Advisors
Illinois
$1.05M +$116K +6,537 +12%
CWS
175
Cypress Wealth Services
California
$1.04M -$93.9K -5,313 -8%
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