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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

415 hedge funds and large institutions have $1.98B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+8
Holders Change %
+1.97%
% of All Funds
9.51%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.64%
New
41
Increased
161
Reduced
130
Closed
31
Calls
$2.22M
Puts
$846K
Net Calls
+$1.38M
Net Calls Change
+$423K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$102M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$43.3M
3
MIH
3
Madison Investment Holdings
Wisconsin
$38.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$397M

Top Sellers

1
QI
1
QS Investors
New York
$13.5M
2
W
2
Wealthfront
California
$252M
3
SMG
3
Spectrum Management Group
Indiana
$5.29M
4
RJA
4
Raymond James & Associates
Florida
$2.28M
5
WC
5
Westwind Capital
New Mexico
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
201
San Francisco Sentry Investment Group
California
$712K -$25.7K -1,563 -3%
SMG
202
Smart Money Group
Texas
$707K -$33.8K -2,055 -5%
EWM
203
Edge Wealth Management
New York
$699K +$146K +8,919 +27%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$697K +$43.4K +2,634 +7%
FNBOMD
205
First National Bank of Mount Dora
Florida
$690K – – –
OIA
206
OneDigital Investment Advisors
Kansas
$677K -$111K -6,741 -14%
3C
207
361 Capital
Colorado
$673K +$673K +40,950 New
JPMorgan Chase & Co
208
JPMorgan Chase & Co
New York
$656K +$96.8K +5,889 +17%
CAM
209
Concorde Asset Management
Michigan
$655K – – –
WF
210
Welch & Forbes
Massachusetts
$630K +$132K +8,055 +27%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$628K -$31.4K -1,908 -5%
BWAM
212
Boyd Watterson Asset Management
Ohio
$628K – – –
CW
213
CreativeOne Wealth
Kansas
$628K +$225K +13,665 +56%
KIC
214
Keating Investment Counselors
Florida
$618K +$618K +37,620 New
VIA
215
Vantage Investment Advisors
Pennsylvania
$616K +$7.78K +474 +1%
MWM
216
Meridian Wealth Management
Kentucky
$611K +$38.4K +2,334 +7%
SHA
217
Seneca House Advisors
Virginia
$594K -$41K -2,493 -6%
HSA
218
HBK Sorce Advisory
Pennsylvania
$574K -$11.7K -711 -2%
AMM
219
American Money Management
California
$571K -$106K -6,432 -16%
LWAC
220
Laurel Wealth Advisors (California)
California
$568K -$29.6K -1,800 -5%
BW
221
Bison Wealth
Georgia
$560K +$265K +16,107 +90%
TIM
222
Total Investment Management
Arizona
$554K +$58.8K +3,579 +12%
BCMO
223
Buckingham Capital Management (Ohio)
Ohio
$553K -$171K -10,404 -24%
GFPC
224
Global Financial Private Capital
Florida
$553K +$167K +10,149 +43%
ASN
225
Advisory Services Network
Georgia
$547K +$542K +31,662 +10,450%
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