SCHD icon

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 %
JGIA
276
Jackson Grant Investment Advisers
Connecticut
$9K +$9K +576 New
TWA
277
TCI Wealth Advisors
Arizona
$5K -$6.04K -417 -55%
GRP
278
Global Retirement Partners
California
$5K +$5K +306 New
ASN
279
Advisory Services Network
Georgia
$5K +$5K +312 New
BWA
280
Burt Wealth Advisors
Maryland
$4K -$37.4K -2,973 -90%
GWS
281
Glassman Wealth Services
Virginia
$4K – – –
PWM
282
Perigon Wealth Management
California
$3K – – –
PK
283
Pflug Koory
Nebraska
$2K – – –
EWM
284
Evercore Wealth Management
New York
$2K – – –
DOA
285
D'Orazio & Associates
Virginia
$2K +$2K +159 New
PA
286
Parallel Advisors
California
$1K -$462 -18 -32%
JWA
287
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
288
Tortoise Investment Management
New York
$1K – – –
AIS
289
Accurate Investment Solutions
Pennsylvania
$1K – – –
IWM
290
IHT Wealth Management
Illinois
$47 +$47 +75 New
TW
291
Transform Wealth
Colorado
– -$2.14M -143,715 Closed
IAA
292
Independent Advisor Alliance
North Carolina
– -$1.63M -109,995 Closed
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
– -$1.59M -106,980 Closed
SG Americas Securities
294
SG Americas Securities
New York
– -$534K -35,946 Closed
BFA
295
Beaumont Financial Advisors
Massachusetts
– -$436K -29,367 Closed
SIC
296
Salem Investment Counselors
North Carolina
– -$339K -22,908 Closed
PCA
297
Personal Capital Advisors
California
– -$331K -22,254 Closed
Millennium Management
298
Millennium Management
New York
– -$258K -17,373 Closed
TRCT
299
Tower Research Capital (TRC)
New York
– -$236K -15,885 Closed
CIC
300
Carnegie Investment Counsel
Ohio
– -$220K -14,742 Closed
9 10 11
12
13