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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K

Top Buyers

1
LPL Financial
LPL Financial
California
$41.8M
2
ACM
Argent Capital Management
Missouri
$14.9M
3
Goldman Sachs
Goldman Sachs
New York
$14.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$48.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.5M

Top Sellers

1
QI
QS Investors
New York
$0
2
CSIA
Charles Schwab Investment Advisory
California
$372M
3
OIM
Opus Investment Management
Massachusetts
$10.7M
4
CWM
Cornerstone Wealth Management
Missouri
$209K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
176
Sargent Bickham Lagudis
Colorado
$1.26M -$3.44M -219,753 -73%
GGI
177
Godsey & Gibb Inc
Virginia
$1.25M +$1.25M +79,566 New
HPWM
178
Highland Private Wealth Management
Washington
$1.24M +$927K +59,184 +297%
CA
179
Cetera Advisors
Colorado
$1.21M -$20.8K -1,326 -2%
KWM
180
Kingsview Wealth Management
Oregon
$1.2M -$68.1K -4,347 -5%
CA
181
Calton & Associates
Florida
$1.19M +$114K +7,287 +11%
Luther King Capital Management (LKCM)
182
Luther King Capital Management (LKCM)
Texas
$1.18M -$1.25M – –
Chevy Chase Trust
183
Chevy Chase Trust
Maryland
$1.18M +$1.18M +75,501 New
CAI
184
Capital Advisors Inc
Oklahoma
$1.17M +$1.17M +74,613 New
NGA
185
Naples Global Advisors
Florida
$1.17M +$105K +6,525 +10%
LDFR
186
Lehman & Derafelo Financial Resources
Pennsylvania
$1.12M +$1.12M +71,766 New
CWM
187
Chesapeake Wealth Management
Virginia
$1.12M +$1.27K +81 +0.1%
Bank of New York Mellon
188
Bank of New York Mellon
New York
$1.12M -$88.8K -5,676 -7%
SWP
189
Stratos Wealth Partners
Ohio
$1.11M -$81.6K -5,211 -7%
CPA
190
Clear Perspective Advisors
Illinois
$1.11M +$174K +11,100 +19%
SWM
191
SeaCrest Wealth Management
New York
$1.1M +$15.5K +987 +1%
MIAN
192
Mariner Independent Advisor Network
Kansas
$1.1M +$1.1M +68,964 New
TYCC
193
Texas Yale Capital Corp
Florida
$1.09M -$20.1K -1,284 -2%
PPA
194
Parametric Portfolio Associates
Washington
$1.09M +$1.09M +69,378 New
PWSG
195
Pacific Wealth Strategies Group
California
$1.08M +$235 +15 +0%
AIP
196
Almanack Investment Partners
Pennsylvania
$1.07M -$169K -10,794 -14%
PCG
197
Private Capital Group
Connecticut
$1.05M +$20.5K +1,308 +2%
KM
198
Kalos Management
Georgia
$1.05M +$1.05M +56,916 New
MAS
199
Madden Advisory Services
Florida
$1.05M -$20.4K -1,305 -2%
GC
200
Gratus Capital
Georgia
$1.02M +$1.02M +64,995 New
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