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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
$273M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$34.4M
3
CSIA
Charles Schwab Investment Advisory
California
$386M
4
WC
Westwind Capital
New Mexico
$8.1M
5
UBS Group
UBS Group
Switzerland
$53.6M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
$0
2
MIH
Madison Investment Holdings
Wisconsin
$29M
3
AI
Atria Investments
North Carolina
$375K
4
SMG
Spectrum Management Group
Indiana
$15.8M
5
MNG
Manning & Napier Group
New York
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
176
Stearns Financial Services Group
North Carolina
$851K +$24.9K +1,524 +3%
KM
177
Kalos Management
Georgia
$849K -$493K -30,099 -37%
PWM
178
Paulson Wealth Management
Illinois
$841K +$17.5K +1,068 +2%
CPA
179
Clear Perspective Advisors
Illinois
$828K +$132K +8,100 +19%
H
180
HoyleCohen
California
$825K +$95.1K +5,814 +13%
CFA
181
Carroll Financial Associates
North Carolina
$820K +$1.86K +114 +0.2%
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$817K +$10.2K +627 +1%
ALIONA
183
Allianz Life Insurance of North America
Minnesota
$802K +$802K +49,083 New
GIA
184
GHP Investment Advisors
Colorado
$788K +$2.35K +144 +0.3%
OIA
185
OneDigital Investment Advisors
Kansas
$783K -$23.8K -1,455 -3%
CA
186
Cetera Advisors
Colorado
$758K +$51.6K +3,153 +7%
AWM
187
AE Wealth Management
Kansas
$757K +$207K +12,684 +38%
SMG
188
Smart Money Group
Texas
$737K -$45K -2,751 -6%
SFSIG
189
San Francisco Sentry Investment Group
California
$734K +$265K +16,230 +57%
BCMO
190
Buckingham Capital Management (Ohio)
Ohio
$720K -$122K -7,458 -14%
AA
191
Apriem Advisors
California
$697K -$341K -20,850 -33%
CIAS
192
Capital Investment Advisory Services
North Carolina
$697K +$23K +1,407 +3%
VCWA
193
Vanguard Capital Wealth Advisors
Colorado
$690K -$215K -13,299 -24%
BCI
194
Brinker Capital Investments
Pennsylvania
$686K -$53.7K -3,291 -7%
FNBOMD
195
First National Bank of Mount Dora
Florida
$686K – – –
AIA
196
Armor Investment Advisors
North Carolina
$678K +$78.2K +4,785 +13%
AMM
197
American Money Management
California
$673K -$13.7K -840 -2%
FWM
198
Focused Wealth Management
New York
$668K +$3.58K +219 +0.5%
GAM
199
Garrison Asset Management
Arkansas
$660K -$23.5K -1,440 -3%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$656K -$17.9K -1,095 -3%
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