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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K

Top Buyers

1
W
Wealthfront
California
+$49.8M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$17.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$16.1M
4
WC
Westwind Capital
New Mexico
+$8.09M
5
UBS Group
UBS Group
Switzerland
+$7.59M

Top Sellers

1
WMA
White Mountains Advisors
Connecticut
-$29.9M
2
MIH
Madison Investment Holdings
Wisconsin
-$9M
3
AI
Atria Investments
North Carolina
-$7.3M
4
SMG
Spectrum Management Group
Indiana
-$6.52M
5
MNG
Manning & Napier Group
New York
-$5.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
201
Ruggie Capital Group
Florida
$654K -$160K -9,780 -20%
CAM
202
Concorde Asset Management
Michigan
$652K +$3.24K +198 +0.5%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$648K +$355K +21,708 +121%
SHA
204
Seneca House Advisors
Virginia
$632K +$55.7K +3,405 +10%
BWAM
205
Boyd Watterson Asset Management
Ohio
$625K – – –
SA
206
Strategic Advisors
New York
$607K +$6.53K +399 +1%
VIA
207
Vantage Investment Advisors
Pennsylvania
$605K +$94.7K +5,799 +19%
LWAC
208
Laurel Wealth Advisors (California)
California
$594K +$594K +36,378 New
HSA
209
HBK Sorce Advisory
Pennsylvania
$583K +$101K +6,198 +21%
MWM
210
Meridian Wealth Management
Kentucky
$569K +$7.89K +483 +1%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$563K +$563K +34,461 New
JFA
212
JNBA Financial Advisors
Minnesota
$562K +$128K +7,857 +30%
JPMorgan Chase & Co
213
JPMorgan Chase & Co
New York
$556K -$294K -17,973 -35%
GCA
214
Gradient Capital Advisors
California
$553K +$3.09K +189 +0.6%
TFA
215
Toth Financial Advisory
Virginia
$551K -$71.5K -4,374 -11%
EWM
216
Edge Wealth Management
New York
$550K +$13.2K +807 +2%
TL
217
TrueWealth LLC
Georgia
$535K – – –
YWP
218
YorkBridge Wealth Partners
New York
$529K -$29.9K -1,824 -5%
MCP
219
Martin Capital Partners
Oregon
$521K +$49.8K +3,048 +11%
JSL
220
JT Stratford LLC
Georgia
$508K +$148K +9,060 +41%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$507K +$507K +31,035 New
BC
222
Bartlett & Co
Ohio
$507K – – –
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$503K – – –
MMHP
224
Murphy Middleton Hinkle & Parker
Georgia
$498K +$147 +9 +0%
CHA
225
Carmichael Hill & Associates
Maryland
$498K +$117K +7,170 +31%
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