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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 %
ML
176
McAdam LLC
Pennsylvania
$965K +$26.2K +1,596 +3%
AWM
177
AE Wealth Management
Kansas
$946K +$185K +11,232 +24%
SP
178
SWS Partners
Ohio
$943K +$457K +27,819 +94%
CCMW
179
Cypress Capital Management (Wyoming)
Wyoming
$929K -$1.39M -84,315 -60%
MWAC
180
Mariner Wealth Advisors (Cincinnati)
Ohio
$920K -$60.6K -3,690 -6%
SFG
181
StrategIQ Financial Group
Indiana
$907K -$67.8K -4,122 -7%
PA
182
Pinnacle Associates
New York
$899K +$1.13K +69 +0.1%
EAM
183
Evanson Asset Management
California
$890K -$34.6K -2,103 -4%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$885K +$474K +28,848 +115%
CPA
185
Clear Perspective Advisors
Illinois
$870K +$37.7K +2,295 +5%
CA
186
Cetera Advisors
Colorado
$861K +$100K +6,123 +13%
SFSG
187
Stearns Financial Services Group
North Carolina
$855K – – –
CFA
188
Carroll Financial Associates
North Carolina
$850K +$25.7K +1,566 +3%
PWM
189
Paulson Wealth Management
Illinois
$845K – – –
BBPWM
190
Blue Bell Private Wealth Management
Pennsylvania
$843K +$21.7K +1,320 +3%
AIA
191
Armor Investment Advisors
North Carolina
$835K +$153K +9,300 +22%
H
192
HoyleCohen
California
$825K -$3.5K -213 -0.4%
SLA
193
Silver Lake Advisory
Utah
$810K -$3.47K -231 -0.4%
VCWA
194
Vanguard Capital Wealth Advisors
Colorado
$810K +$108K +6,603 +15%
GIA
195
GHP Investment Advisors
Colorado
$807K +$14.8K +900 +2%
CF
196
Centaurus Financial
California
$806K +$351K +21,381 +77%
MIAN
197
Mariner Independent Advisor Network
Kansas
$742K +$742K +45,186 New
SSWM
198
Sheets Smith Wealth Management
North Carolina
$730K +$164K +9,975 +29%
CIAS
199
Capital Investment Advisory Services
North Carolina
$729K +$28.3K +1,722 +4%
GAM
200
Garrison Asset Management
Arkansas
$725K +$61.4K +3,735 +9%
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