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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
Jane Street
New York
$19.3M
3
W
Wealthfront
California
$152M
4
GWM
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
QS Investors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$102M
3
AA
Apriem Advisors
California
$9.15M
4
Bank of America
Bank of America
North Carolina
$29.7M
5
Ameriprise
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Armbruster Capital Management
New York
$17K +$3.36K +225 +25%
EK
252
Evensky & Katz
Florida
$14K – – –
MSFP
253
Mark Sheptoff Financial Planning
Connecticut
$14K +$43 +3 +0.3%
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$13.4K – – –
WT
255
Whittier Trust
California
$13K – – –
TWA
256
TCI Wealth Advisors
Arizona
$11K -$10.7K -738 -49%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
NDSI
258
Newman Dignan & Sheerar Inc
Rhode Island
$7.61K +$575 +38,721 +8%
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
$5K +$5K +315 New
First Manhattan
260
First Manhattan
New York
$5K +$5K +336 New
GWS
261
Glassman Wealth Services
Virginia
$4K +$4K +285 New
PWM
262
Perigon Wealth Management
California
$3K – – –
AWM
263
Avior Wealth Management
Nebraska
$2K -$5.68K -477 -74%
EWM
264
Evercore Wealth Management
New York
$2K – – –
PK
265
Pflug Koory
Nebraska
$2K – – –
JWA
266
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
267
Tortoise Investment Management
New York
$1K – – –
AIS
268
Accurate Investment Solutions
Pennsylvania
$1K – – –
PA
269
Parallel Advisors
California
$1K +$316 +18 +46%
QI
270
QS Investors
New York
– -$36.6M -2,519,184 Closed
KSA
271
Ken Stern & Associates
California
– -$5.38M -370,071 Closed
Goldman Sachs
272
Goldman Sachs
New York
– -$2.18M -150,300 Closed
Lido Advisors
273
Lido Advisors
California
– -$1.52M -104,535 Closed
RBCM
274
Raub Brock Capital Management
California
– -$1.33M -91,614 Closed
GWM
275
Greenwich Wealth Management
Connecticut
– -$977K -67,272 Closed
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