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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$4.48M 112,465 +112,465 New
UCFA
27
United Capital Financial Advisors
Texas
$4.16M 104,455 +13,443 +15%
Morgan Stanley
28
Morgan Stanley
New York
$3.85M 96,642 +19,882 +26%
MAS
29
Madden Advisory Services
Florida
$3.53M 88,616 -33,565 -27%
CMP
30
Courage Miller Partners
Virginia
$3.05M 76,555 +17,123 +29%
SWM
31
SVA Wealth Management
Wisconsin
$2.6M 65,333 +6,307 +11%
MNA
32
Manning & Napier Advisors
New York
– – – –
BCMO
33
Buckingham Capital Management (Ohio)
Ohio
$2.39M 59,886 -4,896 -8%
DG
34
Davidson & Garrard
Virginia
$2.27M 56,969 +50,349 +761%
EVC
35
Eidelman Virant Capital
Missouri
$2.18M 54,792 -2,260 -4%
FWM
36
Frontier Wealth Management
Missouri
$2.1M 52,728 +52,728 New
Citigroup
37
Citigroup
New York
$1.99M 50,000 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.98M 49,600 +49,600 New
AIG
39
American International Group
New York
$1.98M 49,590 +2,452 +5%
SIA
40
Stancorp Investment Advisers
Oregon
$1.93M 48,496 +48,496 New
ECML
41
Eagle Capital Management (Louisiana)
Louisiana
$1.8M 45,239 +1,760 +4%
LIM
42
Leavell Investment Management
Alabama
$1.77M 44,355 +34,215 +337%
SG Americas Securities
43
SG Americas Securities
New York
$1.75M 43,925 +43,925 New
UBS Group
44
UBS Group
Switzerland
$1.67M 41,962 +41,962 New
BCI
45
Brinker Capital Investments
Pennsylvania
$1.64M 41,126 +2,524 +7%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$1.63M 41,006 +1,769 +5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.55M 38,883 +29,713 +324%
VCAM
48
Van Cleef Asset Management
Ohio
$1.55M 38,785 +6,855 +21%
TRCT
49
Tower Research Capital (TRC)
New York
$1.51M 37,789 +36,393 +2,607%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.41M 35,271 +7,366 +26%
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