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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$266M
2
W
Wealthfront
California
$173M
3
OIM
Opus Investment Management
Massachusetts
$26.1M
4
SWP
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
Jane Street
New York
$5.6M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
Apriem Advisors
California
$1.15M
4
MIH
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
Avantax Planning Partners
Iowa
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$182K +$16.6K +1,107 +10%
US Bancorp
227
US Bancorp
Minnesota
$178K +$51.1K +3,393 +40%
CPIG
228
Chicago Partners Investment Group
Illinois
$174K +$86.8K +5,970 +100%
DAM
229
Delta Asset Management
Tennessee
$172K – – –
GT
230
Glenmede Trust
Pennsylvania
$171K – – –
SEI Investments
231
SEI Investments
Pennsylvania
$151K +$25.4K +1,698 +20%
MA
232
MUFG Americas
New York
$141K – – –
SIAS
233
Shine Investment Advisory Services
Colorado
$140K +$140K +9,312 New
FFC
234
First Financial Corp
Indiana
$129K -$20.6K -1,365 -14%
NA
235
NewEdge Advisors
Louisiana
$116K +$116K +7,734 New
AIM
236
Arcadia Investment Management
Michigan
$110K +$110K +7,338 New
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$104K -$972K -64,899 -90%
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$103K +$25.8K +1,716 +33%
BTIS
239
BB&T Investment Services
North Carolina
$96K -$14K -930 -13%
OAM
240
Oppenheimer Asset Management
New York
$91K -$3.6K -240 -4%
MWM
241
MinichMacGregor Wealth Management
New York
$91K – – –
CDIA
242
Capital Directions Investment Advisors
Georgia
$90K +$494 +33 +0.6%
MA
243
MCF Advisors
Kentucky
$90K +$2.17K +144 +2%
WAM
244
Watermark Asset Management
California
$85K -$25.9K -1,725 -23%
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$69K +4,566 New
BlackRock
246
BlackRock
New York
$62K – – –
SSB
247
Sandy Spring Bank
Maryland
$56K – – –
HDIM
248
Hanson & Doremus Investment Management
Vermont
$56K +$2.95K +195 +6%
WEC
249
Winslow Evans & Crocker
Massachusetts
$54.1K – – –
JCM
250
Jacobi Capital Management
Pennsylvania
$52K +$4.48K +300 +9%
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