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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

61 hedge funds and large institutions have $182M invested in Schwab US Dividend Equity ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
11
Increased
27
Reduced
16
Closed
3
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$134K

Top Buyers

1
FIM
1
Frontier Investment Management
Texas
$13M
2
Citigroup
2
Citigroup
New York
$3.37M
3
HB
3
Homrich & Berg
Georgia
$44.5M
4
AAC
4
Asset Advisors Corp
Georgia
$31.2M
5
MAS
5
Madden Advisory Services
Florida
$4.04M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.23M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15M
4
DS
4
DRW Securities
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
26
Van Cleef Asset Management
Ohio
$822K -$38.2K -3,405 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$721K +$687K +61,305 +2,044%
Wells Fargo
28
Wells Fargo
California
$689K -$7.04K -627 -1%
LPL Financial
29
LPL Financial
California
$686K -$7.01K -615 -1%
AIG
30
American International Group
New York
$548K +$72.1K +6,429 +15%
SGAM
31
Steinberg Global Asset Management
Florida
$545K -$41K -3,657 -7%
AIM
32
Aspen Investment Management
Michigan
$537K -$21.1K -1,878 -4%
WCM
33
Wisconsin Capital Management
Wisconsin
$508K – – –
TCM
34
Twele Capital Management
Minnesota
$496K +$496K +44,208 New
NIC
35
Northwest Investment Counselors
Oregon
$494K +$60.6K +5,400 +14%
CWM
36
Concert Wealth Management
California
$450K +$6.27K +558 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$423K -$1.03M -91,551 -71%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$393K +$68.6K +6,123 +21%
GIA
39
GHP Investment Advisors
Colorado
$369K +$19.1K +1,698 +5%
ACM
40
Avalon Capital Management
California
$303K – – –
ST
41
Sageworth Trust
Pennsylvania
$254K +$254K +22,662 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$238K +$371 +33 +0.2%
SFSG
43
Stearns Financial Services Group
North Carolina
$236K -$31.2K -2,784 -12%
RC
44
Roundview Capital
New Jersey
$222K +$5.39K +480 +2%
EWM
45
Edge Wealth Management
New York
$199K +$22K +1,965 +12%
DAM
46
Delta Asset Management
Tennessee
$128K +$128K +11,412 New
S
47
SignatureFD
Georgia
$87K +$87K +7,752 New
Bank of America
48
Bank of America
North Carolina
$78K +$53.9K +4,776 +224%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$68K +$68K +6,120 New
MFS
50
MSI Financial Services
Massachusetts
$49K +$49K +4,410 New
1
2
3