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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 %
RCG
176
Ruggie Capital Group
Florida
$850K 16,605 -3,655 -18%
OIA
177
OneDigital Investment Advisors
Kansas
$842K 16,458 -1,622 -9%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$842K 16,457 +617 +4%
EAM
179
Evanson Asset Management
California
$841K 16,439 -4,307 -21%
GIA
180
GHP Investment Advisors
Colorado
$820K 16,023 +184 +1%
ACM
181
AlphaStar Capital Management
North Carolina
$817K 15,958 +2,124 +15%
SMG
182
Smart Money Group
Texas
$816K 15,948 +15,948 New
BCI
183
Brinker Capital Investments
Pennsylvania
$773K 15,098 +1,250 +9%
ML
184
McAdam LLC
Pennsylvania
$766K 16,357 – –
GC
185
Gratus Capital
Georgia
$765K 14,946 +4,323 +41%
H
186
HoyleCohen
California
$761K 14,879 +14,879 New
PA
187
Pinnacle Associates
New York
$735K 14,357 +804 +6%
CA
188
Cetera Advisors
Colorado
$732K 14,395 +3,140 +28%
SWM
189
Sequoia Wealth Management
Illinois
$726K 13,918 +13,918 New
CPA
190
Clear Perspective Advisors
Illinois
$725K 14,178 +5,853 +70%
AMM
191
American Money Management
California
$717K 14,007 -159 -1%
FNBOMD
192
First National Bank of Mount Dora
Florida
$716K 14,000 +14,000 New
GAM
193
Garrison Asset Management
Arkansas
$713K 13,935 +290 +2%
CIAS
194
Capital Investment Advisory Services
North Carolina
$703K 13,748 -709 -5%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$703K 13,737 +110 +0.8%
FWM
196
Focused Wealth Management
New York
$694K 13,558 -13,376 -50%
ADL
197
Asset Dedication LLC
California
$678K 13,272 -938 -7%
CAM
198
Concorde Asset Management
Michigan
$676K 13,216 -13,054 -50%
BWAM
199
Boyd Watterson Asset Management
Ohio
$652K 12,743 +6,100 +92%
TFA
200
Toth Financial Advisory
Virginia
$650K 12,696 -559 -4%
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