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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$265M
2
HB
2
Homrich & Berg
Georgia
$72.2M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
W
4
Wealthfront
California
$43M
5
TCM
5
Tuttle Capital Management
Connecticut
$5.35M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
2
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
CC
4
Curian Capital
Colorado
$26.2M
5
FIM
5
Frontier Investment Management
Texas
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Gratus Capital
Georgia
$4.13M -$10.1M -770,511 -71%
UCFA
27
United Capital Financial Advisors
Texas
$4.04M -$111K -8,406 -3%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$3.94M +$3.94M +300,000 New
REMPR
29
Roof Eidam Maycock Peralta (REMP)
California
$3.94M -$493K -37,515 -11%
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$3.85M -$21K -1,599 -0.5%
SWM
31
SVA Wealth Management
Wisconsin
$3.85M +$1.27M +96,861 +49%
CMP
32
Courage Miller Partners
Virginia
$3.69M +$668K +50,850 +22%
CSIA
33
Charles Schwab Investment Advisory
California
$3M +$3M +228,615 New
DG
34
Davidson & Garrard
Virginia
$2.82M +$578K +44,019 +26%
FWM
35
Frontier Wealth Management
Missouri
$2.72M +$639K +48,654 +31%
MNA
36
Manning & Napier Advisors
New York
$2.61M -$2.59M – –
FIM
37
Frontier Investment Management
Texas
$2.44M -$6.99M -527,775 -74%
MAS
38
Madden Advisory Services
Florida
$2.28M -$1.21M -91,992 -35%
UBS Group
39
UBS Group
Switzerland
$2.14M +$488K +37,140 +30%
EVC
40
Eidelman Virant Capital
Missouri
$2.13M -$31.7K -2,409 -1%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$2.05M -$311K -23,685 -13%
NG
42
Northstar Group
New York
$2.02M +$904K +68,850 +81%
Citigroup
43
Citigroup
New York
$1.98M +$9.85K +750 +0.5%
SIA
44
Stancorp Investment Advisers
Oregon
$1.94M +$23.6K +1,794 +1%
NFG
45
Noven Financial Group
Colorado
$1.92M +$1.34M +102,168 +233%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.9M +$514K +39,120 +37%
AIG
47
American International Group
New York
$1.79M -$164K -12,510 -8%
LIM
48
Leavell Investment Management
Alabama
$1.77M +$20.1K +1,530 +1%
ECML
49
Eagle Capital Management (Louisiana)
Louisiana
$1.64M -$139K -10,578 -8%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$1.6M -$11.9K -906 -0.7%
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