SCHD icon

Schwab US Dividend Equity ETF

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
201
Retirement Planning Group (Kansas)
Kansas
$323K 6,911
FIAS
202
FinTrust Investment Advisory Services
South Carolina
$322K 6,879 +6,879 New
SAM
203
Sawgrass Asset Management
Florida
$314K 6,720 +2,042 +44%
BWAM
204
Boyd Watterson Asset Management
Ohio
$311K 6,643
CC
205
Cognios Capital
Kansas
$307K 6,566 -329 -5%
Manulife (Manufacturers Life Insurance)
206
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K 6,481 +4,959 +326%
IIC
207
Ironwood Investment Counsel
Arizona
$299K 6,395
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$298K 6,356 +6,356 New
LBC
209
Lowe Brockenbrough & Co
Virginia
$295K 6,293 -5,455 -46%
SI
210
SII Investments
Wisconsin
$293K 6,244 +235 +4%
JSL
211
JT Stratford LLC
Georgia
$290K 6,189 +455 +8%
JIC
212
Johnson Investment Counsel
Ohio
$286K 6,128
AC
213
Alley Company
Illinois
$282K 6,029 +1,199 +25%
PWMAG
214
Pinnacle Wealth Management Advisory Group
New Jersey
$279K 5,961 +650 +12%
BAM
215
Belpointe Asset Management
Nevada
$275K 5,875 +5,875 New
CWM
216
Cedar Wealth Management
California
$272K 5,809
SBIA
217
Sheaff Brock Investment Advisors
Indiana
$268K 5,728 +42 +0.7%
AF
218
Alerus Financial
North Dakota
$257K 5,498
CRC
219
Curi RMB Capital
Illinois
$255K 5,438 -707 -12%
YWP
220
YorkBridge Wealth Partners
New York
$251K 5,355 -1,930 -26%
EWM
221
Empirical Wealth Management
Washington
$249K 5,321 +274 +5%
CAMG
222
CWA Asset Management Group
Florida
$245K 5,233 +34 +0.7%
PCP
223
Proficio Capital Partners
Massachusetts
$244K 5,212 -12,735 -71%
CAM
224
Crestone Asset Management
Colorado
$244K 5,208
CWM
225
Cornerstone Wealth Management
Missouri
$233K 4,908 +151 +3%