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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

106 hedge funds and large institutions have $323M invested in Schwab US Dividend Equity ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
21
Closed
9
Calls
–
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$226K

Top Buyers

1
CC
1
Curian Capital
Colorado
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M
3
MIH
3
Madison Investment Holdings
Wisconsin
$13.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.62M
5
KFS
5
KMS Financial Services
Washington
$3.38M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$351K
2
FIM
2
Frontier Investment Management
Texas
$8.37M
3
DS
3
DRW Securities
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$7.47M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.4M -$29.6K -2,319 -1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.37M +$1.36M +106,353 +134%
EVC
28
Eidelman Virant Capital
Missouri
$2.3M -$385K -30,177 -14%
CMP
29
Courage Miller Partners
Virginia
$2.21M +$102K +8,016 +5%
SWM
30
SVA Wealth Management
Wisconsin
$2.18M +$315K +24,669 +17%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.08M -$87.5K -6,858 -4%
AIG
32
American International Group
New York
$1.62M +$21.5K +1,686 +1%
ECML
33
Eagle Capital Management (Louisiana)
Louisiana
$1.61M +$108K +8,490 +7%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.53M +$157K +12,336 +11%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$1.49M +$1.11M +87,252 +297%
SSI
36
Scott & Selber Inc
Texas
$1.32M -$7.35K -576 -0.6%
VCAM
37
Van Cleef Asset Management
Ohio
$1.24M +$42.7K +3,345 +4%
U
38
UBS
Switzerland
$1.18M +$814K +63,834 +221%
TRCT
39
Tower Research Capital (TRC)
New York
$1.01M +$1.01M +79,071 New
Wells Fargo
40
Wells Fargo
California
$898K -$401K -31,467 -31%
SGAM
41
Steinberg Global Asset Management
Florida
$863K +$224K +17,526 +35%
FAAS
42
First Allied Advisory Services
California
$785K -$18.7K -1,464 -2%
NIC
43
Northwest Investment Counselors
Oregon
$781K +$37.3K +2,925 +5%
KIA
44
KCM Investment Advisors
California
$778K +$373K +29,202 +92%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K -$582K -45,648 -43%
FA
46
Fagan Associates
New York
$749K +$186K +14,607 +33%
WCM
47
Wisconsin Capital Management
Wisconsin
$615K +$19.7K +1,545 +3%
AIM
48
Aspen Investment Management
Michigan
$597K +$9K +705 +2%
CWM
49
Concert Wealth Management
California
$588K +$82.6K +6,675 +16%
TCM
50
Twele Capital Management
Minnesota
$564K – – –
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