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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 %
LRPA
276
L. Roy Papp & Associates
Arizona
– -$968K -66,639 Closed
FF
277
Friedenthal Financial
New Jersey
– -$850K -58,515 Closed
CAM
278
Concorde Asset Management
Michigan
– -$560K -38,565 Closed
Bank of New York Mellon
279
Bank of New York Mellon
New York
– -$460K -31,713 Closed
NFG
280
Next Financial Group
Texas
– -$453K -31,164 Closed
BAC
281
Boys Arnold & Co
North Carolina
– -$328K -22,608 Closed
ACM
282
Argent Capital Management
Missouri
– -$322K -22,185 Closed
DW
283
Domani Wealth
Pennsylvania
– -$249K -17,148 Closed
Stifel Financial
284
Stifel Financial
Missouri
– -$245K -16,893 Closed
ICOA
285
Investment Centers of America
North Dakota
– -$231K -15,978 Closed
CG
286
Cutler Group
California
– -$166K -11,442 Closed
LWMT
287
Legacy Wealth Management (Tennessee)
Tennessee
– -$130K -8,970 Closed
JIC
288
Joel Isaacson & Co
New York
– -$70K -4,800 Closed
SIG
289
Stanford Investment Group
California
– -$58K -3,996 Closed
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$32K -2,214 Closed
GBBWRPM
291
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$18K -1,191 Closed
PFS
292
Physicians Financial Services
North Carolina
– -$9K -627 Closed
FTUS
293
Flow Traders U.S.
New York
– -$7K -462 Closed
FMP
294
Financial Management Professionals
Texas
– -$3K -255 Closed
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