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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

430 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.6%
New
39
Increased
181
Reduced
130
Closed
19
Calls
$1.5M
Puts
$276K
Net Calls
+$1.22M
Net Calls Change
-$151K

Top Buyers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$27.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$40.7M
3
Ameriprise
3
Ameriprise
Minnesota
$49.6M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$51M
5
Jane Street
5
Jane Street
New York
$10.9M

Top Sellers

1
NDSI
1
Newman Dignan & Sheerar Inc
Rhode Island
$9.16M
2
W
2
Wealthfront
California
$264M
3
PAI
3
Pittenger & Anderson Inc
Nebraska
$8.83M
4
UBS AM
4
UBS AM
Illinois
$31.7K
5
MNG
5
Manning & Napier Group
New York
$6.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
201
Marquette Asset Management
Minnesota
$777K +$216K +12,204 +38%
SMG
202
Smart Money Group
Texas
$755K -$5.57K -315 -0.7%
SFSIG
203
San Francisco Sentry Investment Group
California
$753K -$13.3K -750 -2%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$752K +$752K +42,570 New
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$742K -$5.36K -303 -0.7%
FNBOMD
206
First National Bank of Mount Dora
Florida
$742K – – –
3C
207
361 Capital
Colorado
$715K -$8.37K -474 -1%
CAM
208
Concorde Asset Management
Michigan
$709K +$5.46K +309 +0.8%
MMHP
209
Murphy Middleton Hinkle & Parker
Georgia
$704K +$203K +11,490 +41%
OIA
210
OneDigital Investment Advisors
Kansas
$700K -$27K -1,530 -4%
WF
211
Welch & Forbes
Massachusetts
$678K – – –
BWAM
212
Boyd Watterson Asset Management
Ohio
$675K – – –
MCP
213
Martin Capital Partners
Oregon
$672K +$103K +5,808 +18%
VIA
214
Vantage Investment Advisors
Pennsylvania
$648K -$14.5K -822 -2%
CA
215
CapWealth Advisors
Tennessee
$622K +$622K +35,190 New
SGAM
216
Steinberg Global Asset Management
Florida
$611K -$973K -55,092 -61%
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$595K -$546K -30,927 -48%
GCA
218
Gradient Capital Advisors
California
$587K +$3.92K +222 +0.7%
GHA
219
GW Henssler & Associates
Georgia
$587K +$69.2K +3,915 +13%
VF
220
Virtu Financial
New York
$585K +$585K +33,129 New
TIM
221
Total Investment Management
Arizona
$580K -$15.9K -900 -3%
TL
222
TrueWealth LLC
Georgia
$578K – – –
CHA
223
Carmichael Hill & Associates
Maryland
$568K +$25.1K +1,422 +5%
GFPC
224
Global Financial Private Capital
Florida
$566K -$28.8K -1,629 -5%
YWP
225
YorkBridge Wealth Partners
New York
$563K -$7.91K -447 -1%
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