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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.

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
1
Wealthfront
California
$273M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$34.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$386M
4
WC
4
Westwind Capital
New Mexico
$8.1M
5
UBS Group
5
UBS Group
Switzerland
$53.6M

Top Sellers

1
WMA
1
White Mountains Advisors
Connecticut
$0
2
MIH
2
Madison Investment Holdings
Wisconsin
$29M
3
AI
3
Atria Investments
North Carolina
$375K
4
SMG
4
Spectrum Management Group
Indiana
$15.8M
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$386M 7,882,105 +328,094 +4%
W
2
Wealthfront
California
$273M 5,573,603 +1,015,073 +22%
APP
3
Avantax Planning Partners
Iowa
$98.1M 2,001,416 +71,149 +4%
AAC
4
Asset Advisors Corp
Georgia
$70.1M 1,429,406 -9,023 -0.6%
UBS Group
5
UBS Group
Switzerland
$53.6M 1,093,456 +154,880 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$37.3M 761,062 +13,630 +2%
Bank of America
7
Bank of America
North Carolina
$36.9M 751,875 +38,483 +5%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$34.4M 702,587 +354,071 +102%
Wells Fargo
9
Wells Fargo
California
$29.6M 602,897 +84,919 +16%
MIH
10
Madison Investment Holdings
Wisconsin
$29M 591,429 -183,518 -24%
AllianceBernstein
11
AllianceBernstein
Tennessee
$27.5M 560,692 +23,875 +4%
OIM
12
Opus Investment Management
Massachusetts
$23.2M 472,300 – –
Mariner
13
Mariner
Kansas
$22.6M 461,656 +32,055 +7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$21.9M 446,845 +89,067 +25%
SAM
15
Summit Asset Management
Tennessee
$21.5M 438,988 +7,260 +2%
Morgan Stanley
16
Morgan Stanley
New York
$21M 428,270 +42,788 +11%
LPL Financial
17
LPL Financial
California
$20.2M 411,778 +104,015 +34%
Ameriprise
18
Ameriprise
Minnesota
$17.2M 351,534 -21,142 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$17M 346,947 +42,228 +14%
HB
20
Homrich & Berg
Georgia
$16.4M 333,683 -62,752 -16%
Citigroup
21
Citigroup
New York
$16.1M 329,015 +3,717 +1%
SMG
22
Spectrum Management Group
Indiana
$15.8M 323,031 -132,950 -29%
DADC
23
D.A. Davidson & Co
Montana
$14.9M 304,587 +35,137 +13%
PAI
24
Pittenger & Anderson Inc
Nebraska
$14.7M 300,717 +4,158 +1%
PMG
25
ProVise Management Group
Florida
$13.6M 278,351 +7,901 +3%
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