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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
10
Increased
59
Reduced
26
Closed
7
Calls
–
Puts
$837K
Net Calls
-$837K
Net Calls Change
-$183K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$25.1M
2
CC
2
Curian Capital
Colorado
$28.9M
3
W
3
Wealthfront
California
$7.12M
4
HB
4
Homrich & Berg
Georgia
$61.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Citigroup
2
Citigroup
New York
$1.93M
3
TRCT
3
Tower Research Capital (TRC)
New York
$54K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
MAS
5
Madden Advisory Services
Florida
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$3.12M +$2.9M +225,735 +1,330%
Morgan Stanley
27
Morgan Stanley
New York
$2.96M +$543K +42,213 +22%
TCM
28
Tuttle Capital Management
Connecticut
$2.94M +$130K +10,095 +5%
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$2.5M -$225K -17,520 -8%
CMP
30
Courage Miller Partners
Virginia
$2.29M +$68.2K +5,307 +3%
SWM
31
SVA Wealth Management
Wisconsin
$2.28M +$80.7K +6,282 +4%
EVC
32
Eidelman Virant Capital
Missouri
$2.2M -$112K -8,712 -5%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$2.09M +$1.93K +150 +0.1%
Citigroup
34
Citigroup
New York
$1.93M -$1.93M -150,000 -50%
AIG
35
American International Group
New York
$1.82M +$182K +14,160 +11%
ECML
36
Eagle Capital Management (Louisiana)
Louisiana
$1.68M +$57.8K +4,497 +4%
U
37
UBS
Switzerland
$1.62M +$428K +33,309 +36%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.51M +$14K +1,092 +0.9%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.49M -$51.8K -4,035 -3%
SSI
40
Scott & Selber Inc
Texas
$1.32M -$14.1K -1,101 -1%
VCAM
41
Van Cleef Asset Management
Ohio
$1.23M -$21.6K -1,680 -2%
Wells Fargo
42
Wells Fargo
California
$1.12M +$220K +17,097 +24%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.08M +$654K +50,859 +155%
SGAM
44
Steinberg Global Asset Management
Florida
$867K -$3.2K -249 -0.4%
FA
45
Fagan Associates
New York
$839K +$84.8K +6,600 +11%
FAAS
46
First Allied Advisory Services
California
$790K -$2.83K -219 -0.4%
NIC
47
Northwest Investment Counselors
Oregon
$755K -$32K -2,490 -4%
KIA
48
KCM Investment Advisors
California
$755K -$29.4K -2,286 -4%
CIA
49
Capital Investment Advisors
Georgia
$640K +$132K +10,248 +26%
SFSG
50
Stearns Financial Services Group
North Carolina
$634K +$73.5K +5,721 +13%
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