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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$275M
2
CSIA
2
Charles Schwab Investment Advisory
California
$119M
3
W
3
Wealthfront
California
$139M
4
Citigroup
4
Citigroup
New York
$14.3M
5
GC
5
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
1
Frontier Investment Management
Texas
$9.87M
2
HCM
2
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
3
Jane Street
New York
$576K
4
FWM
4
Frontier Wealth Management
Missouri
$2.72M
5
FA
5
Fagan Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AOWM
226
Alpha Omega Wealth Management
Virginia
$12K 870 – –
ACM
227
Armbruster Capital Management
New York
$11K 810 +300 +59%
EWM
228
Evercore Wealth Management
New York
$10K 690 +690 New
PFS
229
Physicians Financial Services
North Carolina
$9K 630 +3 +0.5%
CA
230
CapWealth Advisors
Tennessee
$7K 525 – –
CCM
231
Cribstone Capital Management
Maine
$7K 528 +528 New
SEI Investments
232
SEI Investments
Pennsylvania
$6K 450 – –
Simplex Trading
233
Simplex Trading
Illinois
$4K 315 -2,304 -88%
SBL
234
Sargent Bickham Lagudis
Colorado
$3.54K 251,169 -149,811 -37%
SIC
235
Salem Investment Counselors
North Carolina
$3.17K 22,458 – –
PWM
236
Perigon Wealth Management
California
$3K 225 – –
FMP
237
Financial Management Professionals
Texas
$3K 255 – –
ASN
238
Advisory Services Network
Georgia
$2K 165 -3,060 -95%
JWA
239
JFS Wealth Advisors
Pennsylvania
$1K 75 -7,770 -99%
TIM
240
Tortoise Investment Management
New York
$1K 90 – –
FA
241
Fagan Associates
New York
– – -121,560 Closed
MIAN
242
Mariner Independent Advisor Network
Kansas
– – -38,268 Closed
SG Americas Securities
243
SG Americas Securities
New York
– – -33,405 Closed
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
– – -15,330 Closed
BRWA
245
B. Riley Wealth Advisors
Florida
– – -14,496 Closed
RFA
246
Reilly Financial Advisors
California
– – -1,050 Closed
AWM
247
Avior Wealth Management
Nebraska
– – -120 Closed
Wolverine Trading
248
Wolverine Trading
Illinois
– – – –
Parallax Volatility Advisers
249
Parallax Volatility Advisers
California
$0 3 – –
6 7 8 9
10