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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

393 hedge funds and large institutions have $1.96B invested in Schwab US Dividend Equity ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 144 increasing their positions, 88 reducing their positions, and 18 closing their positions.

Holders
393
Holders Change
+91
Holders Change %
+30.13%
% of All Funds
8.93%
Holding in Top 10
37
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+60.87%
% of All Funds
0.84%
New
110
Increased
144
Reduced
88
Closed
18
Calls
$1.25M
Puts
$650K
Net Calls
+$599K
Net Calls Change
-$894K

Top Buyers

1
QI
1
QS Investors
New York
$42.7M
2
WMA
2
White Mountains Advisors
Connecticut
$29.9M
3
CSIA
3
Charles Schwab Investment Advisory
California
$387M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$27.5M
5
Mariner
5
Mariner
Kansas
$22M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$98.8M
2
TSS
2
Two Sigma Securities
New York
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
O
4
OppenheimerFunds
New York
$0
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$7.99M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
201
Armor Investment Advisors
North Carolina
$626K 12,236 -97 -0.8%
SA
202
Strategic Advisors
New York
$626K 12,239 +527 +4%
SHA
203
Seneca House Advisors
Virginia
$601K 11,746 +11,746 New
PA
204
PFG Advisors
Arizona
$586K 11,448 +11,448 New
MWM
205
Meridian Wealth Management
Kentucky
$581K 11,449 -127 -1%
TIM
206
Total Investment Management
Arizona
$579K 11,319 +1,106 +11%
AWM
207
AE Wealth Management
Kansas
$574K 11,221 +1,362 +14%
GCA
208
Gradient Capital Advisors
California
$574K 11,213 +11,213 New
Wolverine Trading
209
Wolverine Trading
Illinois
$567K 11,074 +2,452 +28%
YWP
210
YorkBridge Wealth Partners
New York
$567K 11,357 +6,002 +112%
EWM
211
Edge Wealth Management
New York
$561K 10,945 +626 +6%
TL
212
TrueWealth LLC
Georgia
$558K 10,913 +10,913 New
VIA
213
Vantage Investment Advisors
Pennsylvania
$533K 10,414 -132 -1%
BC
214
Bartlett & Co
Ohio
$529K 10,345 – –
SB
215
Suntrust Banks
Georgia
$527K 10,290 -2,932 -22%
FMWA
216
Forvis Mazars Wealth Advisors
Missouri
$524K 10,250 +10,250 New
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$520K 10,164 +3,683 +57%
MMHP
218
Murphy Middleton Hinkle & Parker
Georgia
$519K 10,145 +10,145 New
WF
219
Welch & Forbes
Massachusetts
$517K 10,100 – –
GHA
220
GW Henssler & Associates
Georgia
$509K 9,943 -113 -1%
HSA
221
HBK Sorce Advisory
Pennsylvania
$503K 9,823 +1,166 +13%
BFG
222
Bouchey Financial Group
New York
$503K 9,826 +2,081 +27%
FC
223
Fulcrum Capital
Washington
$502K 9,805 +9,805 New
CBA
224
Coastal Bridge Advisors
Connecticut
$496K 9,659 +9,659 New
MCP
225
Martin Capital Partners
Oregon
$492K 9,610 +9,610 New
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9
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