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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
1
Pinkerton Retirement Specialists
Idaho
$27.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.7M
3
Ameriprise
3
Ameriprise
Minnesota
$49.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$51M
5
Jane Street
5
Jane Street
New York
$10.9M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M
2
W
2
Wealthfront
California
$264M
3
PAI
3
Pittenger & Anderson Inc
Nebraska
$8.83M
4
UBS AM
4
UBS AM
Illinois
$31.7K
5
MNG
5
Manning & Napier Group
New York
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
176
Sage Financial Group
Pennsylvania
$1.03M -$23.1K -1,305 -2%
BW
177
Bison Wealth
Georgia
$1.03M +$430K +24,351 +71%
CCMW
178
Cypress Capital Management (Wyoming)
Wyoming
$1.02M +$22.3K +1,260 +2%
SP
179
SWS Partners
Ohio
$1.01M -$424 -24 -0%
TW
180
Transform Wealth
Colorado
$1M -$260K -14,721 -21%
SFG
181
StrategIQ Financial Group
Indiana
$989K +$14.4K +813 +1%
VCWA
182
Vanguard Capital Wealth Advisors
Colorado
$983K +$83.9K +4,605 +9%
PA
183
Pinnacle Associates
New York
$965K -$1.54K -87 -0.2%
EAM
184
Evanson Asset Management
California
$960K +$2.92K +165 +0.3%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$954K +$169K +9,552 +21%
SFSG
186
Stearns Financial Services Group
North Carolina
$950K +$29.8K +1,689 +3%
AIA
187
Armor Investment Advisors
North Carolina
$939K +$42K +2,379 +5%
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$933K +$228K +12,885 +32%
LNC
189
Lincoln National Corp
Pennsylvania
$928K +$928K +52,539 New
CFA
190
Carroll Financial Associates
North Carolina
$914K – – –
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$911K +$4.4K +249 +0.5%
H
192
HoyleCohen
California
$881K -$6.79K -384 -0.8%
VCAM
193
Van Cleef Asset Management
Ohio
$865K -$183K -10,350 -17%
RWM
194
Rench Wealth Management
Texas
$864K -$412K -23,325 -32%
GIA
195
GHP Investment Advisors
Colorado
$861K -$6.36K -360 -0.7%
PWM
196
Paulson Wealth Management
Illinois
$860K – – –
TRCT
197
Tower Research Capital (TRC)
New York
$810K +$810K +45,855 New
EWM
198
Edge Wealth Management
New York
$801K +$48.6K +2,751 +6%
CIAS
199
Capital Investment Advisory Services
North Carolina
$789K +$4.93K +279 +0.6%
GAM
200
Garrison Asset Management
Arkansas
$777K -$2.01K -114 -0.3%
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