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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
$428K
Net Calls
-$428K
Net Calls Change
-$134K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.7M
2
HB
2
Homrich & Berg
Georgia
$54.4M
3
LPL Financial
3
LPL Financial
California
$3.84M
4
AAC
4
Asset Advisors Corp
Georgia
$43.1M
5
DS
5
DRW Securities
Illinois
$3.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
FFS
2
Founders Financial Securities
Maryland
$0
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$1.44M
4
SG Americas Securities
4
SG Americas Securities
New York
$194K
5
AI
5
Atria Investments
North Carolina
$8.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.08M -$1.16M -94,140 -36%
PMG
27
ProVise Management Group
Florida
$2.03M -$1.39M -112,791 -41%
CMP
28
Courage Miller Partners
Virginia
$2.03M +$310K +25,257 +18%
SWM
29
SVA Wealth Management
Wisconsin
$1.8M +$413K +33,585 +30%
AIG
30
American International Group
New York
$1.54M +$177K +14,388 +13%
ECML
31
Eagle Capital Management (Louisiana)
Louisiana
$1.44M -$3.13M -254,784 -68%
BCI
32
Brinker Capital Investments
Pennsylvania
$1.32M +$239K +19,458 +22%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M -$654K -53,238 -33%
SSI
34
Scott & Selber Inc
Texas
$1.28M -$4.53K -369 -0.4%
Wells Fargo
35
Wells Fargo
California
$1.25M +$138K +11,244 +12%
VCAM
36
Van Cleef Asset Management
Ohio
$1.16M -$9.58K -780 -0.8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$975K +$305K +24,804 +45%
KFS
38
KMS Financial Services
Washington
$933K +$233K +18,987 +33%
FAAS
39
First Allied Advisory Services
California
$775K +$280K +22,710 +57%
NIC
40
Northwest Investment Counselors
Oregon
$716K +$102K +8,274 +17%
SGAM
41
Steinberg Global Asset Management
Florida
$616K +$13.6K +1,110 +2%
WCM
42
Wisconsin Capital Management
Wisconsin
$573K – – –
AIM
43
Aspen Investment Management
Michigan
$566K -$36.5K -2,970 -6%
TCM
44
Twele Capital Management
Minnesota
$543K – – –
FA
45
Fagan Associates
New York
$542K +$542K +44,088 New
CWM
46
Concert Wealth Management
California
$499K -$2.13K -174 -0.4%
TFA
47
Toth Financial Advisory
Virginia
$493K +$240K +19,521 +95%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$492K +$299K +24,390 +155%
SFSG
49
Stearns Financial Services Group
North Carolina
$490K +$179K +14,553 +57%
CIA
50
Capital Investment Advisors
Georgia
$482K +$23.1K +1,884 +5%
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