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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Armbruster Capital Management
New York
$13K +$1.49K +105 +13%
PFS
252
Physicians Financial Services
North Carolina
$9K -$43 -3 -0.5%
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$9K +$9K +600 New
AWM
254
Avior Wealth Management
Nebraska
$9K +$9K +645 New
FTUS
255
Flow Traders U.S.
New York
$7K -$200K -13,206 -97%
Simplex Trading
256
Simplex Trading
Illinois
$4K -$200 -15 -5%
PWM
257
Perigon Wealth Management
California
$3K – – –
FMP
258
Financial Management Professionals
Texas
$3K – – –
EWM
259
Evercore Wealth Management
New York
$2K -$10.8K -582 -84%
TIM
260
Tortoise Investment Management
New York
$1K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$1K – – –
PA
262
Parallel Advisors
California
$1K +$1K +39 New
AIS
263
Accurate Investment Solutions
Pennsylvania
$1K +$1K +75 New
PK
264
Pflug Koory
Nebraska
$2 +$2 +105 New
VF
265
Virtu Financial
New York
– -$883K -62,622 Closed
ACM
266
Argentus Capital Management
Texas
– -$401K -28,452 Closed
AI
267
Atria Investments
North Carolina
– -$312K -22,095 Closed
CWA
268
Cypress Wealth Advisors
California
– -$274K -19,407 Closed
SPC
269
Sigma Planning Corp
Michigan
– -$212K -15,027 Closed
WIC
270
Woodmont Investment Counsel
Tennessee
– -$39K -2,790 Closed
Chevy Chase Trust
271
Chevy Chase Trust
Maryland
– -$25K -1,749 Closed
LAM
272
Lebenthal Asset Management
New York
– -$17K -1,173 Closed
CCM
273
Cribstone Capital Management
Maine
– -$7K -528 Closed
CA
274
CapWealth Advisors
Tennessee
– -$7K -525 Closed
OCM
275
Osterweis Capital Management
California
– -$408K – –
7 8 9 10
11