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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$397M 8,049,503 +167,398 +2%
W
2
Wealthfront
California
$252M 5,115,377 -458,226 -8%
APP
3
Avantax Planning Partners
Iowa
$102M 2,078,247 +76,831 +4%
UBS Group
4
UBS Group
Switzerland
$102M 2,077,946 +984,490 +90%
AAC
5
Asset Advisors Corp
Georgia
$69.7M 1,413,686 -15,720 -1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$43.3M 878,989 +318,297 +57%
MIH
7
Madison Investment Holdings
Wisconsin
$38.9M 789,345 +197,916 +33%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$38.7M 784,517 +23,455 +3%
Bank of America
9
Bank of America
North Carolina
$36.1M 732,608 -19,267 -3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$34.4M 702,587 – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$29.3M 594,970 +148,125 +33%
Wells Fargo
12
Wells Fargo
California
$26.8M 543,966 -58,931 -10%
OIM
13
Opus Investment Management
Massachusetts
$23.3M 472,300 – –
Mariner
14
Mariner
Kansas
$23.3M 472,316 +10,660 +2%
LPL Financial
15
LPL Financial
California
$21.7M 440,662 +28,884 +7%
SAM
16
Summit Asset Management
Tennessee
$21.4M 433,969 -5,019 -1%
Morgan Stanley
17
Morgan Stanley
New York
$20.5M 416,264 -12,006 -3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$20.1M 406,990 +172,141 +73%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$18M 364,479 +17,532 +5%
Ameriprise
20
Ameriprise
Minnesota
$15.9M 323,463 -28,071 -8%
DADC
21
D.A. Davidson & Co
Montana
$15.9M 321,758 +17,171 +6%
HB
22
Homrich & Berg
Georgia
$14.9M 301,696 -31,987 -10%
PAI
23
Pittenger & Anderson Inc
Nebraska
$14.2M 289,089 -11,628 -4%
QI
24
QS Investors
New York
$13.5M 274,440 -522,148 -66%
AG
25
Advisor Group
Arizona
$13.3M 270,724 +17,818 +7%
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