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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.

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
AAIM
1
Asset Advisors Investment Management
Georgia
$75.2M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$27.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.7M
4
Ameriprise
4
Ameriprise
Minnesota
$49.6M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$51M

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
WC
5
Westwind Capital
New Mexico
$38K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$434M 8,188,376 +138,873 +2%
W
2
Wealthfront
California
$264M 4,973,874 -141,503 -3%
APP
3
Avantax Planning Partners
Iowa
$112M 2,121,326 +43,079 +2%
UBS Group
4
UBS Group
Switzerland
$110M 2,079,632 +1,686 +0.1%
AAIM
5
Asset Advisors Investment Management
Georgia
$75.2M 1,418,223 +1,418,223 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$51M 962,206 +259,619 +37%
Ameriprise
7
Ameriprise
Minnesota
$49.6M 456,059 +132,596 +41%
AllianceBernstein
8
AllianceBernstein
Tennessee
$45.8M 864,517 -14,472 -2%
MIH
9
Madison Investment Holdings
Wisconsin
$42.5M 802,289 +12,944 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$40.7M 768,536 +361,546 +89%
Bank of America
11
Bank of America
North Carolina
$40.7M 767,758 +35,150 +5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$40.1M 757,492 -27,025 -3%
Wells Fargo
13
Wells Fargo
California
$31.3M 590,159 +46,193 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$30.1M 568,768 -26,202 -4%
LPL Financial
15
LPL Financial
California
$28.6M 540,067 +99,405 +23%
PRS
16
Pinkerton Retirement Specialists
Idaho
$27.1M 511,031 +487,927 +2,112%
Mariner
17
Mariner
Kansas
$25.9M 489,299 +16,983 +4%
OIM
18
Opus Investment Management
Massachusetts
$25M 472,300 – –
Morgan Stanley
19
Morgan Stanley
New York
$23.2M 437,810 +21,546 +5%
SAM
20
Summit Asset Management
Tennessee
$22.6M 426,264 -7,705 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.8M 373,115 +8,636 +2%
DADC
22
D.A. Davidson & Co
Montana
$16.6M 313,676 -8,082 -3%
AG
23
Advisor Group
Arizona
$16.3M 307,994 +37,270 +14%
HB
24
Homrich & Berg
Georgia
$15.4M 290,994 -10,702 -4%
PMG
25
ProVise Management Group
Florida
$15.3M 289,293 +4,385 +2%
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