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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

88 hedge funds and large institutions have $249M invested in Schwab US Dividend Equity ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
29
Increased
39
Reduced
8
Closed
2
Calls
$249K
Puts
$543K
Net Calls
-$294K
Net Calls Change
+$174K

Top Buyers

1
BJ
1
Brouwer & Janachowski
California
$8.19M
2
AAC
2
Asset Advisors Corp
Georgia
$40M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$4.55M
4
KFP
4
Keystone Financial Planning
Ohio
$4.06M
5
Bank of America
5
Bank of America
North Carolina
$3.96M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$8.72M
2
FAAS
2
First Allied Advisory Services
California
$492K
3
AI
3
Atria Investments
North Carolina
$10.1M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M 53,220 -6,431 -11%
CMP
27
Courage Miller Partners
Virginia
$1.71M 46,572 +7,931 +21%
Morgan Stanley
28
Morgan Stanley
New York
$1.7M 46,310 +12,240 +36%
DS
29
DRW Securities
Illinois
$1.68M 45,780 +45,780 New
SWM
30
SVA Wealth Management
Wisconsin
$1.38M 37,514 +37,514 New
AIG
31
American International Group
New York
$1.36M 37,060 +20,767 +127%
SSI
32
Scott & Selber Inc
Texas
$1.28M 34,842 +628 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.17M 31,918 +10,483 +49%
VCAM
34
Van Cleef Asset Management
Ohio
$1.16M 31,635 +7,205 +29%
Wells Fargo
35
Wells Fargo
California
$1.11M 30,212 +9,742 +48%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.08M 29,349 +244 +0.8%
LPL Financial
37
LPL Financial
California
$907K 24,737 +4,674 +23%
FF
38
Friedenthal Financial
New Jersey
$784K 21,399 +21,399 New
KFS
39
KMS Financial Services
Washington
$696K 18,998 +18,998 New
Jane Street
40
Jane Street
New York
$678K 18,493 +18,493 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$666K 18,175 +5,612 +45%
NIC
42
Northwest Investment Counselors
Oregon
$611K 16,665 +1,995 +14%
SGAM
43
Steinberg Global Asset Management
Florida
$599K 16,336 +138 +0.9%
AIM
44
Aspen Investment Management
Michigan
$599K 16,352 +390 +2%
WCM
45
Wisconsin Capital Management
Wisconsin
$570K 15,543 +448 +3%
TCM
46
Twele Capital Management
Minnesota
$540K 14,736 – –
CWM
47
Concert Wealth Management
California
$501K 13,670 +327 +2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$493K 13,461 +1,773 +15%
FAAS
49
First Allied Advisory Services
California
$492K 13,393 -39,735 -75%
GIA
50
GHP Investment Advisors
Colorado
$469K 12,804 +1,841 +17%
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