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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$387M 7,554,011 +577,258 +8%
W
2
Wealthfront
California
$233M 4,558,530 +46,198 +1%
APP
3
Avantax Planning Partners
Iowa
$98.8M 1,930,267 -319,331 -14%
AAC
4
Asset Advisors Corp
Georgia
$73.6M 1,438,429 +6,715 +0.5%
UBS Group
5
UBS Group
Switzerland
$48M 938,576 +126,998 +16%
QI
6
QS Investors
New York
$42.7M 834,203 +809,713 +3,306%
MIH
7
Madison Investment Holdings
Wisconsin
$39.7M 774,947 +214,007 +38%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$38.2M 747,432 +12,014 +2%
Bank of America
9
Bank of America
North Carolina
$36.5M 713,392 +100,868 +16%
WMA
10
White Mountains Advisors
Connecticut
$29.9M 584,157 +584,157 New
AllianceBernstein
11
AllianceBernstein
Tennessee
$27.5M 536,817 +536,817 New
Wells Fargo
12
Wells Fargo
California
$26.5M 517,978 +63,004 +14%
OIM
13
Opus Investment Management
Massachusetts
$24.2M 472,300 – –
SMG
14
Spectrum Management Group
Indiana
$23.3M 455,981 +8,111 +2%
SAM
15
Summit Asset Management
Tennessee
$22.1M 431,728 -12,284 -3%
Mariner
16
Mariner
Kansas
$22M 429,601 +391,301 +1,022%
HB
17
Homrich & Berg
Georgia
$20.3M 396,435 -20,353 -5%
Morgan Stanley
18
Morgan Stanley
New York
$19.7M 385,482 +15,538 +4%
Ameriprise
19
Ameriprise
Minnesota
$19.6M 372,676 +64,811 +21%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$18.3M 357,778 +64,672 +22%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$17.8M 348,516 +53,585 +18%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.7M 345,501 +11,478 +3%
Citigroup
23
Citigroup
New York
$16.6M 325,298 +59,650 +22%
LPL Financial
24
LPL Financial
California
$15.7M 307,763 +37,732 +14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15.6M 304,719 +26,905 +10%
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